Senior Portfolio Advisor

001 The Northern Trust Company; Miami (FL); Presencial; USD 120 000 - 180 000; Tempo integral

Resumo da oferta

Northern Trust seeks a Senior Portfolio Advisor to oversee high-net-worth client portfolios and sensitive trust relationships. The role requires deep investment expertise, portfolio management skills, and a proactive service mindset to optimize client outcomes.

As part of a collaborative client-service team, you will develop strategies, refine objectives, and communicate complex concepts to clients and co-trustees.

Qualificações

• Knowledge of investment and portfolio management theory, accounting and financial principles.
• Demonstrated decision-making, sales, and negotiation skills to guide complex situations.
• Strategic thinking for investment objectives across individual clients and large trusts.

Responsabilidades

• Manage investment activities for major fee revenue-producing accounts in high-net-worth portfolios.
• Develop and direct execution of programs to achieve client investment objectives.
• Analyze and revise investment strategy as client goals change, coordinating with service teams.
• Maintain strong presence with clients, co-trustees, consultants, and internal partners to align portfolio activity with requirements.
• Demonstrate mastery of new investment strategies and capabilities through engagement with teams and publications.
• Lead initiatives and training to support business objectives and risk management.

Conhecimentos

Investment theory

Portfolio management

Decision making

Negotiation

Leadership

Client relations

Descrição da oferta de emprego

About Northern Trust

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions. Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Senior Portfolio Advisor

At Northern Trust, the Senior Portfolio Advisor manages a full set of fee-producing investment accounts, generally for large and sensitive personal trust relationships and individual investors with complex investment needs requiring a high level of technical expertise and versatility with a broad range of investment solutions. This role requires proficiency and continuous growth in the utilization and appropriate execution of the Goals-Driven client experience, emerging technology capabilities, investment methodologies, and the full suite of investment solutions, delivered in coordination and collaboration with the broader client service team.

What You’ll Do

Manage investment activities for a full set of major fee revenue-producing accounts, representing large and sensitive high net worth personal trusts and individual investment portfolios typically larger in size and complexity within the market.

Develop, recommend, and direct the execution of programs designed to achieve investment objectives for specific individual clients.

Analyze and plan overall investment strategy with continuous revision as client goals and objectives change, working closely and proactively with the broader client service team to identify and execute areas of opportunity aligned with client needs.

Maintain an integral and influential presence within the local client-facing team and with clients, co-trustees, consultants, the bank’s legal area, and outside attorneys to ensure communication of client requirements and coordination of portfolio activity.

Demonstrate mastery with new investment strategies, tools, and capabilities, including portfolio research and investment methodologies, through regular engagement with the National Investment and Goals-Driven Wealth Management Practices, peers, and broader Wealth and Asset Management teams.

Participate in thought leadership publications, educational opportunities, and practice-hosted symposiums and events.

Maintain accountability for personal adherence to best practices as measured by the PM Dashboard and related reporting.

Execute initiatives, new capability rollouts, and required training in support of business and investment practice objectives.

Provide continuous feedback to leadership on areas for improvement related to national initiatives, changes, and expectations.

Adhere to National Investment Guidelines, feedback from the REV peer review process, and sound risk management practices.

Serve on standing investment services committees and participate in special projects, as appropriate.

Lead others to solve complex problems and apply sophisticated analytical thought to exercise judgment and identify innovative solutions.

Impact the achievement of customer, operational, project, and service objectives.

What Will Make You Successful in the Role

Knowledge of investment and portfolio management theory, accounting and financial principles, investment strategies and instruments, and characteristics of various marketplaces, typically acquired through formal education and relevant work experience.

Demonstrated decision-making, sales, and negotiation skills to contribute to market revenue generation and guide sensitive or complex situations through to resolution.

Specialized depth and/or breadth of expertise within the role, with the ability to interpret internal and external business challenges and recommend best practices to improve products, processes, or services.

Ability to communicate complex concepts and influence others to adopt a different point of view.

Minimum of 8–12 years of investment experience, which may include research, with consistent long-term investment performance meeting stated objectives.

Ability to lead functional teams or projects with moderate resource requirements, risk, and/or complexity.

Work Authorization

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

Working with Us

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.

Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

Reasonable Accommodation Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [e-mail], or alternatively you can discuss your individual requirements with the recruiter you are working with.

Looking for greater? You found it. A global financial leader with more than 22,000 employees in 23 locations worldwide, Northern Trust empowers our employees to achieve more than just business goals. Our focus on work-life balance, career mobility and unique opportunities are just a few of the reasons we’ve been named one of the world’s most admired companies.

Terms and Conditions

Candidate Privacy Notice California Applicant Privacy Notice Pay Transparency Nondiscrimination Provision (U.S) Transparency in Coverage Disclosure – North America Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), [phone] (Asia Pacific), 1800-425-0333 (India), [phone] (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.

APAC/INDIA EEO STATEMENT

It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

Canada EEO STATEMENT

Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected under federal, provincial, or local law, regulation, or ordinance.

EMEA EEO STATEMENT

It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

USA EEO STATEMENT

It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status. EEO Know Your Rights (U.S).