Senior Portfolio Advisor

Northern Trust•Fort Worth, TX

4d•Onsite

About The Position

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 world’s 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 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. At Northern Trust, the Senior Portfolio Advisor manages a full set of fee-producing investment accounts, generally for large and sensitive personal trust relationships and individual investors with complex investment needs requiring a high level of technical expertise and versatility with a broad range of investment solutions. This role requires proficiency and continuous growth in the utilization and appropriate execution of the Goals-Driven client experience, emerging technology capabilities, investment methodologies, and the full suite of investment solutions, delivered in coordination and collaboration with the broader 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.
Specialized depth and/or breadth of expertise within the role, with the ability to interpret internal and external business challenges and recommend best practices to improve products, processes, or services.
Ability to communicate complex concepts and influence others to adopt a different point of view.
Minimum of 8–12 years of investment experience, which may include research, with consistent long-term investment performance meeting stated objectives.
Ability to lead functional teams or projects with moderate resource requirements, risk, and/or complexity.

Responsibilities

Manage 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 the market.
Develop, recommend, and direct the execution of programs designed to achieve investment objectives for specific individual clients.
Analyze and plan overall investment strategy 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 integral and influential presence within the local client-facing team and with clients, co-trustees, consultants, the bank’s legal area, and outside attorneys to ensure communication of client requirements and coordination of portfolio activity.
Demonstrate mastery with new investment strategies, tools, and capabilities, including portfolio research and investment methodologies, through regular engagement with the National Investment and Goals-Driven Wealth Management Practices, peers, and broader Wealth and Asset Management teams.
Participate in thought leadership publications, educational opportunities, and practice-hosted symposiums and events.
Maintain accountability for personal adherence to best practices as measured by the PM Dashboard and related reporting.
Execute initiatives, new capability rollouts, and required training in support of business and investment practice objectives.
Provide continuous 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.
Serve on standing investment services committees and participate in special projects, as appropriate.
Lead others to solve complex problems and apply sophisticated analytical thought to exercise judgment and identify innovative solutions.
Impact the achievement of customer, operational, project, and service objectives.