Regional Portfolio Advisor

## Regional Portfolio Advisor Apply:
Los Angeles, CA:
Full time:
Posted Today:
R161758
** 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.
Major Duties :
1.Advises and/or coordinates investment activities across a client base of complex high net worth personal clients and families.
2. 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.
3. Maintain consultative relationship providing advice on entire portfolio program, including assets where Northern Trust does not have investment discretion.
4. Utilize all available tools and resources to gain deep knowledge of entire investment universe, including alternative asset classes, in order to provide advice on full spectrum of investment strategies.
5. Develops, recommends, and directs the execution of programs designed to achieve investment objectives for accounts or family relationships. Programs are developed within the framework of Wealth Management
¿ s Investment Philosophy and Process as well as Northern Trust Investment Policy Committee guidance. May develop specialized portfolios of managed accounts for clients based on their needs and specifications.
6. Engages with appropriate internal partners to ensure that the purpose or intentions of the trust/ agency agreement is aligned with the proposed strategy and the level of investment authority granted to the trustee/agent is well understood.
7. Advises on the overall investment strategy of the trust/agency account with continuous revision of account objectives in context of changing client needs.
8. Maintains extensive contact with personal trust advisors, wealth advisors and/or lead relationship managers, clients, co-trustees, consultants, and outside attorneys to ensure communication of trust/agency requirements and coordinate portfolio activity.
9. Collaborates with appropriate team members and Wealth Strategists and Senior Regional Management in the development of strategic client relationship development.
10. Represents the Corporation externally by presenting at advisor and client forums.
11. 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.
12. Serves as appointed on standing investment services committee and on ad hoc unit committees as appropriate.
13. Ensures that Business objectives are being met and that are coordinated with Business Unit
¿ s and Corporate Strategic plan.
Knowledge :

Strong knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces, usually acquired through formal education and work experience, are required to manage portfolios. Knowledge of investment terminology, the laws and regulations governing trust…