Senior Portfolio Advisor

Northern Trust•Pasadena, CA

5d•$189,290 - $331,200

About The Position

The Senior Portfolio Advisor manages investment activities for major fee-producing accounts, including large and complex high-net-worth personal trusts and individual investment portfolios. The role develops and directs investment programs tailored to individual clients, continuously adjusts strategies as client goals and needs change, and works proactively with client service teams to identify and pursue opportunities. The advisor maintains an influential presence with local client-facing teams, clients, co-trustees, consultants, the bank’s legal area, and outside attorneys to communicate client requirements and coordinate portfolio activity. The role applies advanced knowledge of investment strategies, tools, research, and methodologies; participates in thought leadership and educational activities; and adheres to investment guidelines, peer-review feedback, and sound risk management practices. The position also contributes to committees and special projects, leads others through complex problems, and supports customer, operational, project, and service objectives.

Requirements

Minimum 8 to 12 years of investment experience, which may include research, with consistent long-term investment performance that has met objectives.
Knowledge of investment and portfolio management theory, accounting and financial principles, investment strategies and instruments, and marketplace characteristics.
Decision-making, sales, and negotiating skills to contribute to revenue generation and guide sensitive or difficult situations to agreement.
Specialized depth and/or breadth of expertise in the job discipline or field.
Ability to interpret internal and external business challenges and recommend best practices to improve products, processes, or services.
Ability to communicate difficult concepts and negotiate with others to adopt a different point of view.

Responsibilities

Manage investment activities for major fee-producing accounts, including large and complex high-net-worth personal trusts and individual investment portfolios.
Develop, recommend, and direct investment programs designed to meet individual client objectives.
Analyze and plan investment strategies, revising them as client goals and objectives change.
Work proactively with the broader client service team to identify and execute opportunities aligned with client needs.
Coordinate portfolio activity and communicate client requirements with clients, co-trustees, consultants, the bank’s legal area, outside attorneys, and local client-facing teams.
Maintain and demonstrate expertise in investment strategies, tools, capabilities, portfolio research, and investment methodologies.
Participate in thought leadership publications, educational opportunities, practice symposiums, and events.
Adhere to personal best practices as measured by the PM Dashboard and related reporting.
Execute initiatives, new capability rollouts, and required training.
Provide leadership with feedback on national initiatives, changes, and expectations.
Follow National Investment Guidelines, incorporate feedback from the REV peer review process, and observe sound risk management practices.
Serve on standing investment services committees and participate in special projects as appropriate.
Lead others in solving complex problems and use analytical judgment to identify innovative solutions.
Contribute to customer, operational, project, and service objectives.