Senior Portfolio Advisor for High-Net-Worth Portfolios

001 The Northern Trust Company; Miami (FL); On-site; USD 120,000 - 180,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Investment theory

Portfolio management

Decision making

Negotiation

Leadership

Client relations

Job description

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.