Northern Trust
Financial Services
SeniorPortfolioAdvisor
Neural analysis suggests this role is
optimal for Senior candidates.
“Senior Portfolio Advisor at Northern Trust. Skills: Portfolio management, Investment strategy, Client advisory. Manage investment activities. Develop investment programs”
What You'll Achieve.
Achieve investment objectives; Improve products; Improve processes; Improve services
Industry & Context.
Solve complex problems; Apply sophisticated analytical thought; Identify innovative solutions
What They're Looking For.
Must Have
8–12 years of investment experience, Knowledge of investment theory, Knowledge of portfolio management theory, Knowledge of accounting principles, Knowledge of financial principles, Knowledge of investment strategies, Knowledge of investment instruments, Knowledge of marketplace characteristics, Demonstrated decision-making skills, Demonstrated sales skills, Demonstrated negotiation skills, Ability to lead functional teams, Ability to lead projects
Nice to Have
CFA charterholder preferred, CPA preferred, FRM preferred, Series 7 preferred, Series 63 preferred, Series 65 preferred, CAIA preferred, CFP preferred, ACCA preferred, ACA preferred
What You'll Do.
Manage investment activities
Develop investment programs
Recommend investment programs
Direct investment program execution
Analyze investment strategy
Plan investment strategy
Revise investment strategy
Maintain client-facing presence
Coordinate portfolio activity
Demonstrate new investment strategies
Demonstrate new investment tools
Demonstrate new investment capabilities
Participate in thought leadership
Participate in educational opportunities
Participate in symposiums
Participate in events
Maintain accountability for best practices
Execute new capability rollouts
Execute required training
Provide feedback to leadership
Adhere to National Investment Guidelines
Adhere to peer review feedback
Adhere to risk management practices
Serve on investment services committees
Participate in special projects
Lead others to solve problems
Apply analytical thought
Identify innovative solutions
Impact achievement of objectives
How You'll Work.
Team & Collaboration
Client service team; Investment and Goals-Driven Practices; Wealth and Asset Management teams; Local client-facing team; Co-trustees; Consultants; Bank's legal area; Outside attorneys
Communication Scope
Influence others; Communicate complex concepts
Full Job Description
**_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. 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,
Applying for this Senior Portfolio Advisor role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about Northern Trust?
Real rants from real employees. Read before you apply.