Portfolio Advisor

Northern Trust is a Fortune 500 financial institution dedicated to serving high‑net‑worth individuals and families. We are seeking a Portfolio Advisor (OH) to join our Family Office Solutions team.

• Manages investment activities for a full set of fee‑generating accounts representing high net worth and ultra‑high net worth personal trusts.
• Assists in the development and recommendation of strategies designed to achieve investment objectives for specific individual clients.
• Analyzes and plans overall investment strategy, revising as goals change, and works closely with the broader client service team to identify and execute opportunities.
• Develops an influential presence within the local client‑facing team, clients, co‑trustees, consultants, legal partners and outside attorneys to ensure communication of client requirements and coordinate portfolio activity.
• Demonstrates proficiency with new investment strategies, tools and capabilities, and portfolio research and methodologies through regular contact with national practices, peers and broader wealth and asset management teams.
• Maintains personal adherence to best practices as measured by the PM Dashboard and related reporting.
• Executes initiatives, new capability rollouts and required training.
• Provides continuous feedback on areas for improvement to leadership on national initiatives, changes and expectations.
• Adheres to National Investment Guidelines, feedback from the REV peer‑review process, and observes sound risk‑management practices.
• Solves complex problems.

• Minimum 6 to 8 years of investment experience working with high net worth and ultra‑high net worth clientele.
• Strong research skills with a track record of delivering consistent long‑term investment performance that meets objectives.
• Solid knowledge of investment and portfolio management theory, accounting, financial principles, investment strategies, instruments and market characteristics.
• Professional designation such as CFA preferred.
• Decision‑making, sales and negotiating skills required to contribute to revenue generation and manage sensitive situations.
• In‑depth conceptual and practical knowledge in own discipline, with basic knowledge of related disciplines.
• Ability to act as a resource for colleagues with less experience.

Salary range: $114,500 – $194,700 USD (base). Northern Trust offers a comprehensive benefits package including 401(k) and pension, health, dental, vision, spending accounts and disability coverage, paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well‑being benefits. A discretionary bonus program, which may include equity, is also available.

Northern Trust is an Equal Opportunity Employer and does not discriminate based on race, color, religion, sex, age, disability or any other protected characteristic.