Northern Trust

Senior Portfolio Advisor

Northern Trust • $90K — $130K *
Fort Worth, TX 76137In-Person
Finance & Insurance
8 - 10 years of experience
1 month ago
Job Overview by Ladders

Qualifications

  • Minimum 8–12 years of investment experience, including research, with a track record of successful performance.
  • Strong knowledge of investment management theory and financial principles.
  • Proficient in analyzing investment strategies and market characteristics.
  • Demonstrated decision-making, sales, and negotiation skills in complex scenarios.
  • Ability to communicate complex financial concepts effectively to clients and teams.

Responsibilities

  • Manage major fee revenue-producing investment accounts for high net worth clients.
  • Develop and implement tailored investment programs aligned with client objectives.
  • Continuously analyze and adjust investment strategies to meet evolving client needs.
  • Act as a key communicator between clients, co-trustees, and legal advisors to coordinate portfolio activities.
  • Demonstrate expertise in new investment tools and methodologies through active engagement with teams.
  • Participate in thought leadership and educational initiatives to enhance practice visibility.
  • Lead complex problem-solving efforts and drive innovative solutions within the investment team.

Benefits

  • Opportunities for professional development and continued education.
  • Involvement in thought leadership and practice symposiums.
  • Access to a broad range of investment tools and methodologies.
  • Collaborative team environment with a focus on client success.
  • Engagement with national initiatives and best practices in investment management.
Full Job Description

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.

What You’ll Do
  • 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.

What Will Make You Successful in the Role
  • 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.

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
Finance & Insurance
Net Income
$1.2 billion
Founded
1889
5 Year Trend
+4.9%
Revenue
$6.1 billion
NASDAQ
NTRS
* Ladders Estimates

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