Senior Portfolio Advisor, WM

Senior Portfolio Advisor II – Wealth Management (OH)

• Manages investment activities for a reduced set of major fee revenue producing accounts (target 80% capacity), representing large and sensitive high net worth personal trusts and individual investment portfolios typically larger in size and complexity within their market.
• Contributes to the growth of the market by generating new business both individually and in conjunction with the sales and relationship management team and is directly responsible for hitting a specific sales target.
• Develops, recommends, and directs the execution of programs designed to achieve investment objectives for specific individual clients.
• Analyzes and plans the overall investment strategy with continuous revision as goals and objectives change, in the context of client needs, working closely and proactively with the broader client service team to identify and execute on areas of opportunity.
• Maintains an integral and influential presence within the local client‑facing team, clients, co‑trustees, consultants, the bank's legal area, and outside attorneys to ensure communication of client requirements and coordinate portfolio activity.
• Consistently demonstrates mastery with new investment strategies, tools and capabilities, and portfolio research and investment methodologies through regular contact and engagement with the National Investment and Goals Driven Wealth Management Practices, their peers, and broader Wealth and Asset Management.
• Actively engages in thought leadership publications, educational opportunities, and practice hosted symposiums and events.
• Accountable for personal adherence to best practices as measured by the PM Dashboard and related reporting.
• 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.
• Serves on standing investment services committees and participates in special projects as appropriate.

• 12+ years of investment management experience, including research, with consistent long‑term investment performance meeting objectives.
• Decision‑making, sales, and negotiating skills to contribute to market revenue generation and to guide sensitive or difficult situations through to agreement.
• Experience as a Senior Portfolio Advisor in Wealth Management for UHNW clients.
• Technical expertise with a broad range of investment solutions.
• Completion of any of the following is highly preferred: MBA and/or CFA, CFP, CIMA, CPWA, and CAIA.
• May lead functional teams or projects with moderate resource requirements, risk, and/or complexity.
• Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces.
• Specialized depth and/or breadth of expertise in own job discipline or field.
• Interprets internal/external business challenges and recommends best practices to improve products, processes or services.
• Applicants must be authorized to work in the U.S. without the need for employment‑based visa sponsorship now or in the future.

Salary Range: $156, USD. Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well‑being benefits. A discretionary bonus program that may include an equity component is also available.

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

APAC/INDIA EEO STATEMENT It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants.…