Senior Portfolio Advisor at Northern Trust

Miami, Florida, United States

Apply Now

Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Wealth ManagementIndustries

Requirements

Minimum 10-15 years of investment experience, which may include research, with consistent long-term investment performance meeting objectives
Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces, usually acquired through formal education and work experience
Decision making, sales, and negotiating skills to contribute to market revenue generation and guide sensitive or difficult situations
Specialized depth and/or breadth of expertise in own job discipline or field
Ability to interpret internal/external business challenges and recommend best practices to improve products, processes, or services
Ability to communicate difficult concepts and negotiate with others to adopt a different point of view

Responsibilities

Manages investment activities for a reduced set of major fee revenue producing accounts (target 80% capacity), representing large and sensitive high net worth personal trusts and individual investment portfolios typically larger in size and complexity within their market
Contributes to the growth of the market by generating new business both individually and in conjunction with the sales and relationship management team, directly responsible for hitting a specific sales target
Develops, recommends, and directs the execution of programs designed to achieve investment objectives for specific individual clients
Analyzes and plans the overall investment strategy with continuous revision as goals and objectives change, in the context of client needs, working closely with the broader client service team to identify and execute opportunities
Maintains an integral and influential presence within the local client facing team, clients, co-trustees, consultants, the bank's legal area, and outside attorneys to ensure communication of client requirements and coordinate portfolio activity
Consistently demonstrates mastery with new investment strategies, tools, capabilities, portfolio research, and investment methodologies through regular contact with the National Investment and Goals Driven Wealth Management Practices, peers, and broader Wealth and Asset Management
Actively engages in thought leadership publications, educational opportunities, and practice-hosted symposiums and events
Accountable for personal adherence to best practices as measured by the PM Dashboard and related reporting
Accountable for personal execution of initiatives, new capability rollouts, and required training
Provides continuous feedback on areas for improvement to leadership on national initiatives, changes, and expectations
Adheres to National Investment Guidelines, feedback from the REV peer review process, and observes sound risk management practices
Serves on standing investment services committees and participates in special projects as appropriate
Leads others to solve complex problems
Uses sophisticated analytical thought to exercise judgement and identify innovative solutions
Impacts the achievement of customer, operational, project, or service objectives, with work guided by functional policies