Senior Wealth & Portfolio Advisor

Northern Trust Corp; Town of Florida (NY); On-site; USD 140,000 - 210,000; Full time

Benefits offered by this job

401(k) match

Health/dental/vision insurance

Paid time off

Job summary

Northern Trust Corp is seeking a Senior Portfolio Advisor II in Palm Beach, FL, to manage a full set of fee-producing accounts, including large personal trusts and complex investments. You will develop investment strategies, coordinate with clients and internal teams, and drive implementation of objectives with strong technical expertise.

The role emphasizes leadership, relationship management, and continued growth within Wealth Management practices, requiring a deep understanding of markets and

Qualifications

• 10–15 years of investment experience with demonstrated long-term investment performance.
• CFA designation strongly preferred; advanced educational background in finance or related field.
• Ability to lead functional teams or projects with moderate resource requirements.

Responsibilities

• Manage investment activities for major fee-revenue accounts, including large, complex trusts and individual portfolios.
• Develop, recommend, and direct execution of programs to achieve client investment objectives.
• Analyze and plan overall investment strategy with client goals and coordinate with the broader team.
• Maintain an influential presence with clients, co-trustees, consultants, and legal teams to ensure alignment and communication.
• Demonstrate mastery of investment strategies and tools, with regular engagement across practices and teams.

Skills

Investment management

Portfolio management

Client relationship

Financial analysis

Strategic thinking

Leadership

Communication

Education

CFA designation (preferred)

Bachelor's degree in Finance/Business

Tools

Bloomberg Terminal

FactSet

Portfolio analytics tools

Job description

Northern Trust Corp is seeking a Senior Portfolio Advisor II in Palm Beach, FL, to manage a full set of fee-producing accounts, including large personal trusts and complex investments. You will develop investment strategies, coordinate with clients and internal teams, and drive implementation of objectives with strong technical expertise.

The role emphasizes leadership, relationship management, and continued growth within Wealth Management practices, requiring a deep understanding of markets and