Senior Family Office Portfolio Advisor, Global Wealth Strategy

001 The Northern Trust Company; Chicago (IL); On-site; USD 165,000 - 225,000; Full time

Benefits offered by this job

401k and pension

Health benefits

Paid time off

Discretionary bonus

Job summary

Northern Trust seeks a Senior Portfolio Advisor for its Global Family Office Group in the United States. You will be the primary portfolio advisor for 10–15 family office portfolios and collaborate with clients and the broader team to implement investment strategies across asset classes.

The role requires deep experience with ultra-high net worth clients, sophisticated investment vehicles, and strong client engagement skills. A minimum of 15 years in investment-related roles is expected.

Qualifications

• Minimum 15 years of investment, asset allocation or research experience.
• Experience managing family office or ultra-high net worth portfolios with performance responsibility across multiple market cycles.
• Strong client engagement skills across multiple relationships and stakeholders.

Responsibilities

• Manage investment activities for a full set of large and sensitive high net worth personal trusts and individual investment portfolios.
• Develop, recommend, and direct the execution of investment allocations and manager selection for family office clients.
• Analyze and plan the overall investment strategy with continuous revision as goals and objectives change and in the context of client needs.
• Maintain an integral and influential presence within the client-facing team, ensuring communication of client requirements and coordinate portfolio activity.
• Consistently demonstrate mastery with new investment strategies, tools and capabilities, and portfolio research and investment methodologies.
• Lead client reporting and communication on a regular basis regarding investments.

Skills

Portfolio management

Client relationship management

Investment strategy

Communication skills

Team collaboration

Tools

NT Wealth Platform

Job description

Northern Trust seeks a Senior Portfolio Advisor for its Global Family Office Group in the United States. You will be the primary portfolio advisor for 10–15 family office portfolios and collaborate with clients and the broader team to implement investment strategies across asset classes.

The role requires deep experience with ultra-high net worth clients, sophisticated investment vehicles, and strong client engagement skills. A minimum of 15 years in investment-related roles is expected.