Senior Portfolio Advisor
Senior Portfolio Advisor
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
About Northern Trust:
Northern Trust a Fortune 500 company is a globally recognized award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the worlds most successful individuals families and institutions by remaining true to our enduring principles of service expertise and integrity. With more than 130 years of financial experience and over 22000 partners we serve the worlds most sophisticated clients using leading technology and exceptional service.
The Senior Portfolio Advisor is responsible for managing a select group of fee-producing investment accounts typically representing the most complex and high-value personal trust relationships and individual investors in the Boca Raton and Delray Beach markets. This role requires deep technical expertise versatility across a wide range of investment solutions and a mastery of Northern Trusts Goals Driven Wealth Management approach. The advisor partners closely with the broader client service team to deliver a holistic high-touch experience. Additionally the role plays a key part in growing the business by supporting new client acquisition and expanding relationships with existing clients.
Key Responsibilities:
- Manages investment activities for a reduced set of high-net-worth accounts (target 80% capacity) typically the most complex and sensitive portfolios in the market.
- Drives market growth through individual and team-based business development maintaining direct responsibility for achieving personal sales targets.
- Develops recommends and oversees execution of tailored investment strategies aligned with client objectives.
- Continuously revises investment plans as client goals evolve coordinating closely with the broader client service team to identify new opportunities.
- Serves as a key point of contact for clients co-trustees consultants legal professionals and internal stakeholders to ensure alignment and effective communication.
- Demonstrates consistent engagement with new investment strategies tools and methodologies through collaboration with national investment and wealth management teams.
- Participates in thought leadership initiatives internal training and practice-led educational events and symposiums.
- Maintains accountability for performance metrics including PM Dashboard measures and compliance with national investment guidelines.
- Executes new capability rollouts and participates in required training and firmwide initiatives.
- Provides constructive feedback to leadership on new initiatives and areas for improvement.
- Participates in investment committees and contributes to strategic firm projects as needed.
- Leads others in solving complex investment challenges using advanced analytical thinking and innovative solutions.
- Impacts client outcomes and operational objectives through expert judgment and strategic insight.
- Adheres to internal policies and risk management best practices while championing the firms investment philosophy.
Required Knowledge Skills & Abilities:
- Deep knowledge of portfolio management theory accounting principles financial analysis and investment strategies across asset classes.
- Strong decision-making sales and negotiation skills to guide complex client discussions and drive revenue generation.
- Specialized expertise in investment advisory and wealth management developed through education and extensive professional experience.
- Ability to interpret business challenges and recommend best-in-class solutions to enhance products and services.
- Excellent communication and interpersonal skills including the ability to convey complex concepts and influence stakeholders.
Experience & Education:
- Minimum of 1015 years of progressive investment experience including direct portfolio management or investment research.
- Demonstrated track record of consistent long-term investment performance aligned with client objectives.
- Experience leading functional teams or managing projects with moderate complexity risk and resource requirements.
- Bachelors degree in Finance Economics or related field required; advanced degrees or certifications (e.g. CFA CFP) preferred
Working with Us:
As a Northern Trust partner greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged senior leaders are accessible and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
Wed love to learn more about how your interests and experience could be a fit with one of the worlds most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process please email our HR Service Center at .
We hope youre excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
Required Experience:
Senior IC
Employment Type
Full-Time
