Senior Portfolio Advisor II

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.

The Senior Portfolio Advisor II is responsible for the management and oversight of investment activities for a defined set of complex, high net worth client portfolios, while serving as a senior investment advisor within the market. This role combines primary portfolio management responsibilities with client advisory, and investment leadership, ensuring alignment with investment standards, risk management practices, and strategic objectives. A Senior Portfolio Advisor is very active with regards to new business generation within the context of team selling.

What You’ll DoInvestment Management & Client Advisory (Senior Portfolio Advisor)
Manage investment activities for a set of major fee revenue producing accounts representing large and sensitive high net worth personal trusts and individual investment portfolios typically larger in size and complexity within their market.

Using a Goals Based approach, develop, recommend, and direct the execution of programs designed to achieve bespoke investment objectives for specific individual clients.

Analyze and plan overall investment strategy, with continuous revision as goals and objectives change, working closely and proactively with the broader client service team to identify and execute on areas of opportunity.

Maintain an integral and influential presence with clients, co-trustees, consultants, internal partners, and external advisors to ensure communication of client requirements and coordination of portfolio activity.

Deliver proactive, advice-driven client service, communicating complex investment concepts and portfolio strategies clearly and effectively.

Business Development & Market Contribution Contribute to the growth of the market by generating new business in conjunction with the sales and relationship management team and individually cultivating relationships with referral sources, centers of influence, and internal partners, as well as actively generating introductions from existing clients.

Represent the firm in client meetings, educational opportunities, and external events to enhance visibility and support business development.

Investment Expertise & Thought Leadership Consistently demonstrate mastery of investment strategies, tools, and portfolio construction methodologies through ongoing engagement with National Investment and Goals Driven Wealth Management practices, peers, and broader Wealth and Asset Management teams.

Actively engage in thought leadership activities, including publications, educational forums, and practice-hosted symposiums and events.

Apply sophisticated analytical thought to evaluate complex investment scenarios, exercise judgment, and identify innovative solutions.

Risk Management, Governance & Execution Adhere to National Investment Guidelines and sound risk management practices, incorporating feedback from the REV peer review process and other oversight mechanisms.

Maintain accountability for personal adherence to best practices as measured by the PM Dashboard and related reporting.

Execute firm initiatives, new capabilities, and required training, ensuring consistent adoption and application.

Provide feedback to leadership on national initiatives, enhancements, and evolving expectations.

Serve on standing investment services committees and participate in special projects, contributing subject matter expertise and leadership.

Leadership & Collaboration Lead others in solving…