Northern Trust · 1 day ago
Portfolio Advisor
Phoenix, AZ
Full-time
Onsite
Senior Level
5+ years expNorthern Trust is a globally recognized financial institution that provides innovative financial services and guidance. The Portfolio Advisor manages a full book of major fee revenue producing investment accounts, focusing on developing customized investment programs and serving as the primary client contact for high net worth individuals and families.
BankingFinanceFinancial ServicesWealth Management
Responsibilities
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
Qualification
Required
5 or 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 investment strategies and instruments, and characteristics of various marketplaces, usually acquired through formal education and work experience, that is required to manage portfolios
Knowledge of investment terminology, the laws and regulations governing trust investments and taxation, as well as the bank's investment policies, procedures and strategies, usually acquired through work experience and formal education, is required to operate within the framework of trust documents
Excellent communication, client servicing and business development skills
Proven decision making, sales and negotiating skills are required to guide sensitive or difficult situations or handling objections to resolution
Preferred
Completion of any of the following is highly preferred: MBA and or CFA, CFP, CIMA, CPWA and CAIA
Company
Northern Trust
Northern Trust is a global leader in delivering innovative investment management, asset and fund administration, fiduciary and banking.
10001+ employees
H1B Sponsorship
Northern Trust has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (180)
2024 (203)
2023 (102)
2022 (74)
2021 (298)
2020 (83)
Funding
Current Stage
Public CompanyTotal Funding
$1.25B2025-11-20Post Ipo Debt· $1.25B
1978-01-13IPO
Leadership Team
Michael O'Grady
President, Chief Executive Officer & Director
Peter Cherecwich
Chief Operating Officer
Recent News
2026-01-23
2026-01-22
Company data provided by crunchbase