Senior Portfolio Advisor
Company: Northern Trust Company
Location: Los Angeles
Posted on: November 19, 2023
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
- Develops, recommends, and directs the execution of programs
designed to achieve investment objectives for specific individual
- 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
- 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
- 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
- Minimum 7 years of investment experience, which may include
research, in which consistent long term investment performance has
- 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
#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
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
Keywords: Northern Trust Company, Los Angeles , Senior Portfolio Advisor, Accounting, Auditing , Los Angeles, California
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