Senior Portfolio Advisor

Northern Trust•Miami, FL

12d

About The Position

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 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. 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 Miami market. This role requires deep technical expertise, versatility across a wide range of investment solutions, and a mastery of Northern Trust’s 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.

Requirements

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.
Minimum of 10–15 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.
Bachelor’s degree in Finance, Economics, or related field required; advanced degrees or certifications (e.g., CFA, CFP) preferred.

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 firm's investment philosophy.