Portfolio Advisor

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. Portfolio Advisor At Northern Trust, the Portfolio Advisor manages a full set of fee‑producing investment accounts, generally for small to mid‑sized personal trust relationships and individual investors requiring a baseline level of technical expertise and versatility, with an expanding knowledge of a broad range of investment solutions. This role requires certification 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 an assigned account base of fee revenue‑producing accounts, representing small to mid‑sized personal trust relationships and individual portfolios typically mid‑range in size and complexity within the market. Assist in the development of investment strategies and recommendations designed to achieve the investment objectives of specific individual clients. Analyze and manage overall investment strategies 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 influential presence within the local client‑facing team and with clients, co‑trustees, consultants, the bank’s legal area, and outside attorneys to ensure effective communication of client requirements and coordination of portfolio activity. Demonstrate proficiency with new investment strategies, tools, and capabilities, including portfolio research and investment methodologies, through ongoing engagement with the National Investment and Goals‑Driven Wealth Management Practices, peers, and broader Wealth and Asset Management teams. Maintain accountability for personal adherence to best practices as measured by the PM Dashboard and related reporting. Execute assigned initiatives, new capability rollouts, and required training in support of business and investment practice objectives. Provide 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, applying appropriate judgment in increasingly complex situations. Solve complex investment‑related problems using analytical and practical judgment. 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. In‑depth conceptual and practical knowledge within the role and basic knowledge of related job disciplines. Minimum of 6–8 years of investment experience, which may include research, with consistent long‑term investment performance meeting stated objectives. Ability to act as a resource for colleagues with less experience. Preference towards candidates who have a CFA, CFP, or other professional designation. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at ✉ Sign in to view email. We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater. Looking for greater? You found it. A global financial leader with more than 22,000 employees in 23 locations worldwide, Northern Trust empowers our employees to achieve more than just business goals. Our focus on work-life balance, career mobility and unique opportunities are just a few of the reasons we’ve been named one of the world’s most admired companies. Terms and Conditions Candidate Privacy Notice California Applicant Privacy Notice Pay Transparency Nondiscrimination Provision (U.S) Transparency in Coverage Disclosure – North America Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), +630-276-5353 (Asia Pacific), 1800-425-0333 (India), +44(0)207 982 4357 (Europe, Middle East and Africa) and let us know the nature of your request and your contact information. APAC/INDIA EEO STATEMENT It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development. Canada EEO STATEMENT Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance. EMEA EEO STATEMENT It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development. USA EEO STATEMENT It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status. EEO Know Your Rights (U.S.)