Northern Trust

Senior Portfolio Advisor II

Northern Trust$110K — $130K *
Finance & Insurance
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • 12+ years of experience in investment management with a proven track record of results.
  • Experience advising high-net-worth and ultra-high-net-worth clients.
  • Deep knowledge of investment strategy, portfolio construction, and financial markets.
  • Ability to clearly translate complex concepts into actionable client-facing advice.
  • Bachelor's degree in a relevant field is required/preferred.
  • Strong collaborative communication and relationship-building skills.

Responsibilities

  • Lead portfolio strategy and management for complex clients.
  • Provide thoughtful, goals-aligned investment advice.
  • Adapt strategies as markets and client needs evolve.
  • Build strong relationships through investment expertise.
  • Support business growth and client engagement.
  • Contribute to team expertise and development.

Benefits

  • Opportunities for professional development and continuing education.
  • Collaborative work environment with a focus on client relationship-building.
  • Access to a wide range of investment capabilities across the business.
Full Job Description

TheSenior Portfolio Advisorhelpshigh-net-worth individuals and families achieve their financial goals through thoughtful, personalized investment advice.This roleservesas a trusted advisor to clients with complex investment needs, managing sophisticatedportfoliosand delivering strategies tailored to their goals.The Senior Portfolio Advisorworksclosely with relationship managers, client service partners, and specialists across the business to bring the full breadth of Northern Trusts investment capabilities to each client relationship.This roledrives in marketgrowth by building strong relationships, supporting new business opportunities, and contributingexpertiseto deepen client engagementby bringingboth strong investment acumen and a business-building mindset to a highly visible role.

KEY RESPONSIBILITIES

  • Lead portfolio strategy and management for complex clients-Manageand overseeinvestment portfoliosfor complex clients, applying strong judgment and risk awareness to deliver consistent results.

  • Provide thoughtful, goals-aligned investment advice-Translate market insights and portfolio strategy into clear, actionable guidance that supports informed client decisions.

  • Adapt strategies as markets and client needsevolve-Stay current on markets, tools, and trends, and adjust portfolios to reflect changing conditions and clientobjectives.

  • Build strong relationships through investmentexpertise-Establishcredibility with clients and partners by delivering high-quality advice,strong performance, and consistent execution.

  • Support business growth and client engagement-Contribute to new opportunities and help deepen relationships through your investmentexpertiseand insights.

  • Contribute to teamexpertiseand development-Share insights, support colleagues, and help strengthen how the team deliversforclients.

KNOWLEDGE/EXPERIENCE

  • Abilityto translate complex market and portfolio concepts into clear, client-facing advice.

  • Education: A College or University degree is required/preferred.

  • Experience:12+year experiencerequiredininvestment management experience, with a strong record of results.

  • Experience advising high-net-worth and ultra-high-net-worth clients on complex investmentneedsbased ondeep knowledge of investment strategy, portfolio construction, and financial markets.

  • Strongcollaborativecommunication and relationship-building skills, with the ability to clearly explain investment strategies and recommendations


Work Authorization

About Northern Trust

Northern Trust is a global leader in delivering innovative investment management, asset and fund administration, and fiduciary and banking solutions to corporations, institutions, and affluent individuals. They have evolved with the changing needs of their clients and their world.

Northern Trust Careers

Joining Northern Trust means becoming part of a global financial services institution that is dedicated to providing expert guidance and innovative solutions to its clients. At Northern Trust, we pride ourselves on fostering a culture of leadership, diversity, and innovation, which makes us a premier destination for career growth in the financial industry.

Work You’ll Do

At Northern Trust, you will collaborate with some of the most talented professionals in the financial sector. Our team is committed to excellence and equipped with a diverse range of skills that contribute to our dynamic environment. Here, you will have the opportunity to lead projects that transform our services and drive significant value for our clients across the globe.

Explore Job Opportunities and Internships

Whether you are starting your career or looking to make a significant impact in the financial industry, Northern Trust offers a variety of job opportunities and internships that will help you achieve your professional goals. From entry-level positions to leadership roles, our company is actively hiring individuals who are passionate, curious, and driven to excel.

Innovative Work

Northern Trust is at the forefront of financial innovation. Our employees are encouraged to think creatively and leverage cutting-edge technologies to solve complex problems. By joining our team, you will work on pioneering solutions that redefine the standards of financial services.

Be Part of a Great Team

Our team at Northern Trust is more than just a group of employees – we are a community. We value collaboration, and our culture is built on mutual respect and a commitment to diversity and inclusion. Working with us, you will experience a supportive network that is passionate about sharing knowledge and ideas.

Future-Proof Your Career

Northern Trust is dedicated to your professional development. We offer comprehensive benefits, diversity training, and numerous resources to help you grow your career. With our support, you can expand your skills, gain valuable experience, and achieve professional certifications that will enhance your career trajectory.

Stay Connected

Join Our Team

Discover the perfect role for you at Northern Trust by exploring our current job openings that match your skills and interests. We are looking for professionals who are solution-driven and eager to contribute to our legacy of financial excellence.

Keep Up to Date

Stay informed with the latest career tips, industry insights, and professional growth opportunities—all available through our careers blog. At Northern Trust, we ensure that our team members are always ahead in the industry.

Job Alert Emails

Customize your experience by subscribing to job alerts and insider tips tailored to your preferences. At Northern Trust, exciting and rewarding opportunities are always on the horizon, and we are eager to see where your talents can take us. Join Northern Trust today and be part of a company that values innovation, leadership, and a diverse and inclusive workplace. Here, every position is a chance to contribute to something bigger and to turn your job into a meaningful career.
Learn more about Northern Trust
Size
21,100 employees
Market Cap
$18.1 billion
Industry
Net Income
$1.2 billion
Founded
1889
5 Year Trend
+4.9%
Revenue
$6.1 billion
NASDAQ

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