Northern Trust · 3 months ago
Sr. Portfolio Advisor
San Francisco, CA
Full-time
Onsite
Senior Level, Lead/Staff
$189K/yr - $331K/yr
8+ years expNorthern Trust is a globally recognized financial institution that provides innovative financial services and guidance to successful individuals and institutions. The Sr. Portfolio Advisor will manage investment activities for high net worth personal trusts and individual investment portfolios, develop investment strategies, and collaborate with client service teams to meet client needs.
BankingFinanceFinancial ServicesWealth Management
Responsibilities
Manages investment activities for a full set of major fee revenue producing accounts, representing large and sensitive high net worth personal trusts and individual investment portfolios typically larger in size and complexity within their market
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 and in the context of client needs working closely and proactively with the broader client service team to identify and execute on areas of opportunity
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 and capabilities, and portfolio research and investment methodologies through regular contact and engagement with the National Investment and Goals Driven Wealth Management Practices, their peers, and broader Wealth and Asset Management
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
Qualification
Required
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 are required to contribute to the market's revenue generation and guide sensitive or difficult situations through to agreement
Requires specialized depth and/or breadth of expertise in own job discipline or field
Interprets internal/external business challenges and recommends best practices to improve products, processes or services
Communicates difficult concepts and negotiates with others to adopt a different point of view
Minimum 8 to 12 years of investment experience, which may include research, in which consistent long term investment performance has met objectives
May lead functional teams or projects with moderate resource requirements, risk, and/or complexity
Benefits
Retirement benefits (401k and pension)
Health and welfare benefits (medical, dental, vision, spending accounts and disability)
Paid time off
Parental and caregiver leave
Life & accident insurance
Other voluntary and well-being benefits
Discretionary bonus program that may include an equity component
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