Senior Portfolio Advisor II

001 The Northern Trust Company; Atlanta (GA); On-site; USD 180,000 - 250,000; Full time

Job summary

Northern Trust is seeking a Senior Portfolio Advisor II to manage complex, high net worth client portfolios and lead investment advisory within the market. The role blends portfolio management, client engagement, and strategic investment leadership to align with risk controls and objectives.

Strong emphasis on growth through new business development, collaboration with sales teams, and delivering proactive, clear investment guidance to clients and co-trustees.

Qualifications

• Minimum 15 years of investment experience, including research, with demonstrated long-term performance.
• Experience leading projects or functional teams with moderate resources and risk.
• Ability to communicate complex investment concepts clearly to clients and partners.

Responsibilities

• Oversee investment activities for major high net worth portfolios and provide senior client advisory.
• Develop bespoke investment objectives using a goals-based approach.
• Collaborate with the client service team to identify opportunities and execute plans.
• Maintain strong client relationships with co-trustees, consultants, and internal/external partners.
• Contribute to thought leadership through research, publications, and forums.

Skills

Investment Mgmt

Client Advisory

Relationship Mgmt

Leadership

Risk Management

Thought Leadership

Job description

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.

Overview

The Senior Portfolio Advisor II is responsible for the management and oversight of investment activities for a defined set of complex, high net worth client portfolios, while serving as a senior investment advisor within the market. This role combines primary portfolio management responsibilities with client advisory, and investment leadership, ensuring alignment with investment standards, risk management practices, and strategic objectives. A Senior Portfolio Advisor is very active with regards to new business generation within the context of team selling.

What You’ll Do

• Investment Management & Client Advisory (Senior Portfolio Advisor) Manage investment activities for a 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 their market.
• Using a Goals Based approach, develop, recommend, and direct the execution of programs designed to achieve bespoke investment objectives for specific individual clients.
• Analyze and plan overall investment strategy, with continuous revision as goals and objectives change, working closely and proactively with the broader client service team to identify and execute on areas of opportunity.
• Maintain an integral and influential presence with clients, co-trustees, consultants, internal partners, and external advisors to ensure communication of client requirements and coordination of portfolio activity.
• Deliver proactive, advice-driven client service, communicating complex investment concepts and portfolio strategies clearly and effectively.

Business Development & Market Contribution

• Contribute to the growth of the market by generating new business in conjunction with the sales and relationship management team and individually cultivating relationships with referral sources, centers of influence, and internal partners, as well as actively generating introductions from existing clients.
• Represent the firm in client meetings, educational opportunities, and external events to enhance visibility and support business development.

Investment Expertise & Thought Leadership

• Consistently demonstrate mastery of investment strategies, tools, and portfolio construction methodologies through ongoing engagement with National Investment and Goals Driven Wealth Management practices, peers, and broader Wealth and Asset Management teams.
• Actively engage in thought leadership activities, including publications, educational forums, and practice-hosted symposiums and events.
• Apply sophisticated analytical thought to evaluate complex investment scenarios, exercise judgment, and identify innovative solutions.

Risk Management, Governance & Execution

• Adhere to National Investment Guidelines and sound risk management practices, incorporating feedback from the REV peer review process and other oversight mechanisms.
• Maintain accountability for personal adherence to best practices as measured by the PM Dashboard and related reporting.
• Execute firm initiatives, new capabilities, and required training, ensuring consistent adoption and application.
• Provide feedback to leadership on national initiatives, enhancements, and evolving expectations.
• Serve on standing investment services committees and participate in special projects, contributing subject matter expertise and leadership.

Leadership & Collaboration

• Lead others in solving complex investment and client challenges, providing guidance and direction as appropriate.
• Maintain a collaborative presence within the local market team, contributing to a culture of partnership, accountability, and client focus.
• Impact the achievement of customer, operational, project, and service objectives through individual and team contributions.
• Perform work guided by established functional policies while exercising independent judgment in complex situations.

Knowledge

Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces, usually acquired through formal education and work experience, is required to manage portfolios.

Decision making, sales, and negotiating skills

Decision making, sales, and negotiating skills are required to contribute to the market’s revenue generation and guide sensitive or difficult situations through to agreement. Requires specialized depth and/or breadth of expertise in the investment discipline. Interprets internal and external business challenges and recommends best practices to improve products, processes, or services. Communicates complex concepts and negotiates with others to influence outcomes and achieve alignment.

Experience

Minimum 15 years of investment experience, which may include research, with demonstrated long-term investment performance meeting objectives. Experience leading projects or functional teams with moderate resource requirements, risk, and/or complexity is preferred.

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 by 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.)