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. 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.

Since 1889, our efforts are guided by three enduring principles:
Service, Expertise, and Integrity. These principles form the cornerstone of our business conduct, which we instill in our employees—whom we call partners—and provide to our clients and the communities we serve worldwide.

The Senior Portfolio Advisor II is responsible for managing and overseeing investment activities for a defined set of complex, high‑net‑worth client portfolios. The role combines primary portfolio management responsibilities with client advisory and investment leadership, ensuring alignment with investment standards, risk‑management practices, and strategic objectives.

Manage investment activities for a set of major fee‑revenue producing accounts that represent large, sensitive high‑net‑worth personal trusts and individual investment portfolios. Develop, recommend, and direct the execution of programs designed to achieve bespoke investment objectives for specific individual clients using a goals‑based approach.

Analyze and plan overall investment strategy, revising it continuously as goals and objectives change. Work 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 clear 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.

Contribute to market growth 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. Actively generate introductions from existing clients and represent the firm in client meetings, educational opportunities, and external events to enhance visibility and support business development.

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 judgement, and identify innovative solutions.

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.

Lead others in solving complex investment and client challenges, providing guidance and direction as appropriate. Maintain a collaborative presence within the local market team, contributing to a culture of partnership, accountability, and client focus. Impact the achievement of customer, operational, project, and service…