Northern Trust

Financial Services

SeniorPortfolioAdvisor

$155–230k ~AI est. Fort Worth, Texas, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Senior candidates.

The Brief

“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.

Financial Services
Problems you'll solve

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,

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