Portfolio Advisor
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listing for:
Northern Trust Corporation
Full Time
position
Listed on 2026-01-03
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly
USD
80000.00
100000.00
YEAR
Job Description & How to Apply Below
About Northern Trust :
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
Job Summary :
Manages a full book of major fee revenue producing investment accounts, generally for large and sensitive personal trust relationships and individual investors. Operates within the framework of our Goals Driven Wealth Management technology for personal wealth clients and the underlying trust document for fiduciary accounts, to develop customized investment programs and select investment strategies designed to achieve specific investor goals. Assignments involve a high level of client servicing, serving as the sole investment advisor, and being a primary client contact partner.
Major
Duties :
Manages investment activities for fee revenue producing accounts, representing the investment oversight on large and sensitive high net worth individuals and families, trust appointments, and court appointed accounts.Manages accounts that often require complex decision making or special handling (e.g. nature of relationship, size / type of assets managed, sensitive client issues, fiduciary requirements, understanding tax considerations, multi-generational structures, and coordinating shared authority with outside attorneys / consultants / trustees).Develops, recommends, and directs the execution of investment programs designed to achieve investment objectives for accounts or family relationships. Reviews and analyzes investment portfolios to develop the appropriate asset allocation and select underlying investment strategies with an understanding of the clients / beneficiaries preferences.Ascertains the purpose or intentions of the trust / agency agreement and the level of investment authority granted to the trustee / agent. Analyzes and plans the overall investment strategy of the trust / agency account(s) with continuous revision of account objectives in the context of client needs.Source new business leads and opportunities from your clients, COIs, community engagement and personal network. Performs financial or investment analysis on specific individual assets or portfolios, as needed.Maintains extensive and regular contact with personal trust relationship managers, your clients, co-trustees, consultants, the bank’s legal area and outside attorneys to ensure communication of trust / agency requirements and coordinate investment portfolio activity.Maintains a current awareness of new investment strategies and instruments through regular contact with the investment research team and other industry professionals, as well as through personal research.Functions as senior staff member and / or technical expert on a peer review team providing regular review of portfolio activities, and in the investment management oversight process. Serves on standing investment services committees and on ad hoc unit committees as appropriate.Direct participant in the development of new investment business with Private Client Services team, Wealth Strategists and Managing Director by preparing, developing and delivering presentations that include GDWM, investment proposals, market / investment outlooks and discussions on our personal investment services with prospects, COIs and leads.Ensures the completion of all training curriculum, compliance reporting and investment trade processing is handled timely, with sense of care and accuracy on your assigned accounts.Qualifications :
Candidates should have 5or more years of investment experience, which may include research, in which consistent long term investment performance has met objectives. Knowledge of investment and portfolio management theory, accounting and financial principles, associated…
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