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Wealth Management Portfolio & Asset Management Financial Advisor / Consultant

Senior Portfolio Advisor II, Wealth Management

Job in Grand Rapids, Kent County, Michigan, 49528, USA
Listing for: Northern Trust
Full Time position
Listed on 2026-08-18
Job specializations:
  • Finance & Banking
    Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Job Description & How to Apply Below

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions. Since 1889, we have aligned our efforts with our three guiding Principles That Endure:
Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

SENIOR PORTFOLIO ADVISOR, WEALTH MANAGEMENT OH: R153625 Position manages a 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. Typically manages the largest and most complex relationships within their local market. This role requires mastery and continuous growth in the utilization and appropriate execution of our Goals Driven client experience, emerging technology capabilities, investment methodologies, and our full suite of investment solutions delivered in coordination and in collaboration with the broader client service team.

The Senior Portfolio Advisor II substantially contributes to the growth of the market by generating and supporting new business activities. Effectively partners with sales and relationship management team to win new business, capture share of wallet, generate referrals, and develop relationships with key centers of influence.
Duties include:

  • 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. 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 and 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.
    • The successful candidate will benefit from having the following competencies:
    • 12+ years of investment management experience, which may include research, in which consistent long term investment performance has met objectives.
    • Decision making, sales, and negotiating skills are required to contribute to…
    Position Requirements
    10+ Years work experience
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