Sr. Portfolio Advisor

4 weeks ago

Denver CO United States Northern Trust Full time

About Northern Trust:

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Major Duties:

  1. 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.
  2. Develops, recommends, and directs the execution of programs designed to achieve investment objectives for specific individual clients.
  3. 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.
  4. 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.
  5. 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.
  6. Engages in thought leadership publications, educational opportunities, and practice hosted symposiums and events.
  7. Accountable for personal adherence to best practices as measured by the PM Dashboard and related reporting.
  8. Accountable for personal execution of initiatives, new capability rollouts, and required training.
  9. Provides continuous feedback on areas for improvement to leadership on national initiatives, changes, and expectations.
  10. Adheres to National Investment Guidelines, feedback from the REV peer review process, and observes sound risk management practices.
  11. Serves on standing investment services committees and participates in special projects as appropriate.
  12. Leads others to solve complex problems.
  13. Uses sophisticated analytical thought to exercise judgement and identify innovative solutions.
  14. Impacts the achievement of customer, operational, project or service objectives.

Knowledge:

  1. 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, is required to manage portfolios.
  2. 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.
  3. Requires specialized depth and/or breadth of expertise in own job discipline or field.
  4. Interprets internal/external business challenges and recommends best practices to improve products, processes or services.
  5. Communicates difficult concepts and negotiates with others to adopt a different point of view.

Experience:

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.

Salary Range:

$164,600 to $245,000. Salary range is an estimate of base pay. Northern Trust provides a comprehensive benefits package, including retirement and pension plan contributions, health and welfare benefits, paid time off, parental and caregiver leave, life insurance, and other wellbeing benefits.

Working with Us:

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve

Reasonable Accommodation:

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at .

We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.

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