Portfolio Advisor

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 worlds 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 24000 partners we serve the worlds most sophisticated clients using leading technology and exceptional service.

Major Duties : investment activities for a full 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 recommends and directs the execution of programs designed to achieve investment objectives for specific individual clients. and plans the overall investment strategy with continuous revision as goals and objectives change and in the context of client needs working closely and proactively with the broader client service team to identify and execute on areas of opportunity . an integral and influential presence within the local client facing team clients co-trustees consultants the banks legal area and outside attorneys to ensure communication of client requirements and coordinate portfolio demonstrates mastery with new investment strategies tools and capabilities and portfolio research and investment methodologies through regular contact and engagement with the National Investment and Goals Driven Wealth Management Practices their peers and broader Wealth and Asset in thought leadership publications educational opportunities and practice hosted symposiums and for personal adherence to best practices as measured by the PM Dashboard and related for personal execution of initiatives new capability rollouts and required continuous feedback on areas for improvement to leadership on national initiatives changes and to National Investment Guidelines feedback from the REV peer review process and observes sound risk management on standing investment services committees and participates in special projects as others to solve complex problems sophisticated analytical thought to exercise judgement and identify innovative solutions the achievement of customer operational project or service objectivesKnowledge :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 are required to contribute to the markets revenue generation and guide sensitive or difficult situations through to specialized depth and/or breadth of expertise in own job discipline or field. Interprets internal/external business challenges and recommends best practices to improve products processes or services. Communicates difficult concepts and negotiates with others to adopt a different point of :Minimum 8 to 12 years of investment experience which may include research in which consistent long term investment performance has met objectives. May lead functional teams or projects with moderate resource requirements risk and/or complexity.

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 Trusts 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 or alternatively you can discuss your individual requirements with the recruiter you are working with.