National 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.

NATIONAL PORTFOLIO ADVISOR OH: R152500

Responsible for providing comprehensive investment solutions and services to individuals, families and fiduciary mandates. Work is characterized by a high degree of complexity and sophistication and in a manner consistent with Wealth Management’s Investment Philosophy. Works with Wealth Advisory partners to provide holistic advice and oversight of held away assets, provides comprehensive and high-level custom reporting and is heavily involved across Wealth Management in the sales process in ultra-high net worth advisory space.

• Advises and/or coordinates investment activities across a national client base of complex high net worth personal clients and families.
• Manages accounts that require complex decision making or special handling due to the nature of the relationship size, type of assets managed, sensitive client issues, and/or shared authority with outside attorneys/consultants.
• Maintains a consultative relationship providing advice on entire portfolio program, including assets where Northern Trust does not have investment discretion.
• Utilizes all available tools and resources to gain deep knowledge of the entire investment universe, including alternative asset classes, to provide advice on the full spectrum of investment strategies.
• Develops, recommends, and directs the execution of programs designed to achieve investment objectives for accounts or family relationships, within the framework of Wealth Management’s Investment Philosophy and Process and Northern Trust Investment Policy Committee guidance.
• May develop specialized portfolios of managed accounts for clients based on their needs and specifications.
• Engages with appropriate internal partners to ensure that the purpose or intentions of the trust or agency agreement is aligned with the proposed strategy and that the level of investment authority granted to the trustee or agent is well understood.
• Advises on the overall investment strategy of the trust or agency account with continuous revision of account objectives in the context of changing client needs.
• Maintains extensive national contact with personal trust advisors, wealth advisors and/or lead relationship managers, clients, co‑trustees, consultants, and outside attorneys to ensure communication of trust or agency requirements and coordinate portfolio activity.
• Collaborates with appropriate team members, Wealth Strategists and Senior Regional Management in the development of strategic client relationship development.
• Represents the Corporation externally by presenting at advisor and client forums.
• Maintains a current awareness of new investment strategies and instruments through regular engagement with the product and portfolio research area; attends and actively participates at all internal educational forums.
• Serves as appointed member on standing investment services committee and on ad‑hoc unit committees as appropriate.
• Ensures that business objectives are being met and are coordinated with the Business Unit’s and Corporate Strategic plan.

• Minimum 15 years of investment and client relationship experience with consistent long‑term job performance meeting objectives.
• Advanced degree and industry qualification (e.g., CFA, CIMA, CAIA) is required.
• Strong knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces.
• Knowledge of investment terminology, the laws and regulations governing trust investments and taxation,…