Senior Portfolio Advisor II

001 The Northern Trust Company; Town of Florida (NY); On-site; USD 150,000 - 200,000; Full time

Job summary

Northern Trust is seeking a Senior Portfolio Advisor to guide high-net-worth clients with sophisticated investment needs. You will lead portfolio strategy, deliver tailored investment advice, and work with relationship managers and specialists to extend client engagement and drive growth.

The role emphasizes deep investment knowledge, client-centric guidance, and collaboration across teams to execute strategies aligned with client objectives.

Qualifications

• Ability to translate complex market and portfolio concepts into clear, client-facing guidance.
• 12+ years of investment management experience with a strong track record of results.
• Experience advising high-net-worth and ultra-high-net-worth clients on complex investment needs.

Responsibilities

• Lead portfolio strategy and management for complex clients - Manage and oversee investment portfolios for complex clients, applying strong judgment and risk awareness to deliver consistent results.
• Provide thoughtful, goals-aligned investment advice - Translate market insights and portfolio strategy into clear, actionable guidance that supports informed client decisions.
• Adapt strategies as markets and client needs evolve - Stay current on markets, tools, and trends, and adjust portfolios to reflect changing conditions and client objectives.
• Build strong relationships through investment expertise - Establish credibility with clients and partners by delivering high-quality advice, strong performance, and consistent execution.
• Support business growth and client engagement - Contribute to new opportunities and help deepen relationships through your investment expertise and insights.
• Contribute to team expertise and development - Share insights, support colleagues, and help strengthen how the team delivers for clients.

Skills

Portfolio strategy

Investment advice

Client relationship building

Market awareness

Collaboration

Education

Bachelor's degree

MBA or CFA preferred

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.

TheSenior Portfolio Advisorhelpshigh-net-worth individuals and families achieve their financial goals through thoughtful, personalized investment advice.This roleservesas a trusted advisor to clients with complex investment needs, managing sophisticatedportfoliosand delivering strategies tailored to their goals.The Senior Portfolio Advisorworksclosely with relationship managers, client service partners, and specialists across the business to bring the full breadth of Northern Trust’s investment capabilities to each client relationship.This roledrives in marketgrowth by building strong relationships, supporting new business opportunities, and contributingexpertiseto deepen client engagementby bringingboth strong investment acumen and a business-building mindset to a highly visible role.

KEY RESPONSIBILITIES

• Lead portfolio strategy and management for complex clients-Manageand overseeinvestment portfoliosfor complex clients, applying strong judgment and risk awareness to deliver consistent results.
• Provide thoughtful, goals-aligned investment advice-Translate market insights and portfolio strategy into clear, actionable guidance that supports informed client decisions.
• Adapt strategies as markets and client needsevolve-Stay current on markets, tools, and trends, and adjust portfolios to reflect changing conditions and clientobjectives.
• Build strong relationships through investmentexpertise-Establishcredibility with clients and partners by delivering high-quality advice,strong performance, and consistent execution.
• Support business growth and client engagement-Contribute to new opportunities and help deepen relationships through your investmentexpertiseand insights.
• Contribute to teamexpertiseand development-Share insights, support colleagues, and help strengthen how the team deliversforclients.

KNOWLEDGE/EXPERIENCE

• Abilityto translate complex market and portfolio concepts into clear, client-facing advice.
• Education: A College or University degree is required/preferred.
• Experience: 12+year experiencerequiredininvestment management experience, with a strong record of results.
• Experience advising high-net-worth and ultra-high-net-worth clients on complex investmentneedsbased ondeep knowledge of investment strategy, portfolio construction, and financial markets.
• Strongcollaborativecommunication and relationship-building skills, with the ability to clearly explain investment strategies and recommendations.

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

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.)