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Sr. Portfolio Advisor, Manager

Job in San Diego, San Diego County, California, 92101, USA
Listing for: Northern Trust
Full Time position
Listed on 2026-08-06
Job specializations:
  • Finance & Banking
    Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below

Investment Services Manager

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust 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 include managing an Investment Services group, conducting performance management, providing input for staffing and disciplinary actions, managing investment activities for major fee revenue producing accounts, developing and directing investment programs, analyzing and planning investment strategies, maintaining presence within the local client facing team, demonstrating mastery with new investment strategies, engaging in thought leadership, adhering to best practices, executing initiatives, providing feedback to leadership, and serving on investment services committees.

Knowledge required includes investment and portfolio management theory, accounting and financial principles, investment strategies and instruments, investment terminology, laws and regulations governing trust investments, internal investment policies, decision making, sales, and negotiating skills.

Experience required includes minimum 10 to 12 years of investment experience.

Salary range is $189, USD. Northern Trust provides a comprehensive benefits package including retirement benefits, health and welfare benefits, paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity.

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.

Philanthropy is deeply rooted in Northern Trust's history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at , or alternatively you can discuss your individual requirements with the recruiter you are working with.

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