Portfolio Advisor

Northern Trust•Dallas, TX

About The Position

Northern Trust is a global leader in wealth management, asset servicing, asset management, and banking services. The Portfolio Advisor role involves managing a full set of fee-producing investment accounts, primarily for small to mid-sized personal trust relationships and individual investors. This position requires technical expertise, versatility, and an expanding knowledge of various investment solutions. The role emphasizes continuous growth in utilizing the Goals-Driven client experience, emerging technology, investment methodologies, and a comprehensive suite of investment solutions, all in collaboration with the client service team.

Requirements

Knowledge of investment and portfolio management theory, accounting and financial principles, investment strategies and instruments, and characteristics of various marketplaces, typically acquired through formal education and relevant work experience.
Demonstrated decision-making, sales, and negotiation skills to contribute to market revenue generation and guide sensitive or complex situations through to resolution.
In-depth conceptual and practical knowledge within the role and basic knowledge of related job disciplines.
Minimum of 6–8 years of investment experience, which may include research, with consistent long-term investment performance meeting stated objectives.
Ability to act as a resource for colleagues with less experience.
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.

Responsibilities

Manage investment activities for an assigned account base of fee revenue-producing accounts, representing small to mid-sized personal trust relationships and individual portfolios typically mid-range in size and complexity within the market.
Assist in the development of investment strategies and recommendations designed to achieve the investment objectives of specific individual clients.
Analyze and manage overall investment strategies with continuous revision as client goals and objectives change, working closely and proactively with the broader client service team to identify and execute areas of opportunity aligned with client needs.
Maintain an influential presence within the local client-facing team and with clients, co-trustees, consultants, the bank’s legal area, and outside attorneys to ensure effective communication of client requirements and coordination of portfolio activity.
Demonstrate proficiency with new investment strategies, tools, and capabilities, including portfolio research and investment methodologies, through ongoing engagement with the National Investment and Goals-Driven Wealth Management Practices, peers, and broader Wealth and Asset Management teams.
Maintain accountability for personal adherence to best practices as measured by the PM Dashboard and related reporting.
Execute assigned initiatives, new capability rollouts, and required training in support of business and investment practice objectives.
Provide feedback to leadership on areas for improvement related to national initiatives, changes, and expectations.
Adhere to National Investment Guidelines, feedback from the REV peer review process, and sound risk management practices, applying appropriate judgment in increasingly complex situations.
Solve complex investment-related problems using analytical and practical judgment.