Portfolio Advisor – Wealth Management & Client Strategy

ntrs; Washington (District of Columbia); On-site; USD 115,000 - 195,000; Full time

Job summary

Northern Trust seeks a skilled investment professional to manage portfolios for major fee-based accounts and support the Investment Advisory team. You will collaborate with Investment Advisors to align strategies with client goals, communicate requirements to the team, and contribute to portfolio research and implementation while mentoring junior staff.

Role emphasizes adherence to guidelines, risk practices, and ongoing development of investment capabilities across the Wealth Management

Qualifications

• Minimum 2 to 4 years of investment experience in investment services industry.
• Analytical and interpretive skills to understand client needs in investment strategies.
• Requires in-depth conceptual and practical knowledge in own job discipline.

Responsibilities

• Manages investment activities for a growing set of major fee revenue producing accounts.
• Assists in development and recommendations of investment objectives for individual clients.
• Works with Investment Advisors to understand the overall investment strategy and revisions as goals change.
• Develops an influential presence with the local client facing team and external partners to communicate client requirements.
• Demonstrates increasing proficiency with new investment strategies, tools and capabilities.
• Provides high level support to the Investment Advisory team and mentors Investment Associates.
• Adheres to best practices as measured by dashboards and reporting.
• Collaborates with management to contribute to initiatives, new capabilities, and training initiatives.
• Provides feedback to leadership on national initiatives and expectations.

Skills

Analytical skills

Interpretive skills

Client collaboration

Tools

CRA

Wealthbench

GPS

WM Alternatives

Job description

Northern Trust seeks a skilled investment professional to manage portfolios for major fee-based accounts and support the Investment Advisory team. You will collaborate with Investment Advisors to align strategies with client goals, communicate requirements to the team, and contribute to portfolio research and implementation while mentoring junior staff.

Role emphasizes adherence to guidelines, risk practices, and ongoing development of investment capabilities across the Wealth Management