Senior Portfolio Advisor

Northern Trust is seeking a Senior Portfolio Advisor to manage a set of fee-producing investment accounts for large and sensitive personal trust relationships and individual investors with complex investment needs. The ideal candidate will have 12+ years of investment management experience, technical expertise in a broad range of investment solutions, and excellent decision-making, sales, and negotiating skills.

Requirements

• Manage investment activities for a set of major fee revenue producing accounts
• Contribute to the growth of the market by generating new business
• Develop, recommend, and direct the execution of programs designed to achieve investment objectives for specific individual clients
• Analyze and plan the overall investment strategy with continuous revision
• Maintain an integral and influential presence within the local client facing team
• Demonstrate mastery with new investment strategies, tools and capabilities, and portfolio research and investment methodologies
• Actively engage in thought leadership publications, educational opportunities, and practice hosted symposiums and events
• Provide continuous feedback on areas for improvement to leadership
• Adhere to National Investment Guidelines and sound risk management practices

Benefits

• Comprehensive benefits package
• 401k and pension
• Health and welfare benefits
• Paid time off
• Parental and caregiver leave
• Life & accident insurance
• Discretionary bonus program