Senior Portfolio Advisor II

Northern Trust; Miami (FL); On-site; USD 150,000 - 240,000; Full time

Job summary

Northern Trust seeks a Senior Portfolio Advisor II to manage investment activity for a defined set of high-net-worth client portfolios and provide advisory leadership to clients and co-trustees.

You will work with the client service team to tailor investment programs, communicate complex strategies clearly, and uphold risk-management and governance standards while contributing to business development and thought leadership.

Qualifications

• Strong investment knowledge and portfolio-management theory.
• Proven ability to manage complex client relationships and deliver tailored solutions.
• Experience leading projects or teams in a wealth-management context.

Responsibilities

• Manage investment activities for major fee-revenue accounts including high-net-worth portfolios.
• Develop and direct execution of bespoke investment programs aligned to client goals.
• Lead market growth through referrals, client meetings, and external events.

Skills

Investment judgement

Portfolio management

Client advisory

Relationship management

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. 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.

Since 1889, our efforts are guided by three enduring principles: Service, Expertise, and Integrity. These principles form the cornerstone of our business conduct, which we instill in our employees—whom we call partners—and provide to our clients and the communities we serve worldwide.

Senior Portfolio Advisor II

The Senior Portfolio Advisor II is responsible for managing and overseeing investment activities for a defined set of complex, high‑net‑worth client portfolios. The role combines primary portfolio management responsibilities with client advisory and investment leadership, ensuring alignment with investment standards, risk‑management practices, and strategic objectives.

What You’ll Do

Investment Management & Client Advisory

Manage investment activities for a set of major fee‑revenue producing accounts that represent large, sensitive high‑net‑worth personal trusts and individual investment portfolios. Develop, recommend, and direct the execution of programs designed to achieve bespoke investment objectives for specific individual clients using a goals‑based approach.

Analyze and plan overall investment strategy, revising it continuously as goals and objectives change. Work 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 clear 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 market growth 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. Actively generate introductions from existing clients and 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 judgement, 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 judgement in complex situations.

What Will Make You Successful In The Role

• Strong investment judgement combined with advanced portfolio management and client advisory skills.
• Ability to manage complex client relationships and deliver tailored investment solutions aligned to client goals.
• Demonstrated ability to contribute to business growth through new client acquisition and relationship expansion.
• High degree of professionalism, accountability, and adaptability in a dynamic investment environment, particularly in a collaborative environment.

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.
• Decision‑making, sales, and negotiating skills 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.