Senior Portfolio Advisor

Company: Northern Trust Company
Location: Los Angeles
Posted on: November 19, 2023

Job Description:

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.
Senior Portfolio Advisor:
- 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.
- Takes ownership for the client experience via the role as the Lead Relationship Manager, collaborating with other disciplines in pursuit of delivering an exceptional, coordinated client experience.
- 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 Portfolio Manager 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.


Qualifications:
- Minimum 7 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.
- 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.
- 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.Salary range: $190,000-$240,000. 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. -

#LI-SWWorking 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! Join a workplace with a greater purpose.We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreaterReasonable accommodationNorthern 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 MyHRHelp@ntrs.com .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.About UsLooking for greater?
You found it. -A global financial leader with more than 22,000 employees in 23 locations worldwide, Northern Trust empowers our employees to achieve more than just business goals. Our focus on work-life balance, career mobility and unique opportunities are just a few of the reasons we've been named one of the world's most admired companies. - Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), +630-276-5353 (Asia Pacific), 1800-425-0333 (India), +44(0)207 982 4357 (Europe, Middle East and Africa) and let us know the nature of your request and your contact information. Equal Employment Opportunity StatementsAPAC/INDIA EEO STATEMENTIt is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources' decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance.EMEA EEO STATEMENTIt is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources' decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.USA EEO STATEMENTIt is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status.
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Keywords: Northern Trust Company, Los Angeles , Senior Portfolio Advisor, Accounting, Auditing , Los Angeles, California