About Northern Trust
As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.
Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.
With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
The Senior Portfolio Advisor helps high-net-worth individuals and families achieve their financial goals through thoughtful, personalized investment advice. This role serves as a trusted advisor to clients with complex investment needs, managing sophisticated portfolios and delivering strategies tailored to their goals. The Senior Portfolio Advisor works closely with relationship managers, client service partners, and specialists across the business to bring the full breadth of Northern Trust’s investment capabilities to each client relationship. This role drives in market growth by building strong relationships, supporting new business opportunities, and contributing expertise to deepen client engagement by bringing both strong investment acumen and a business-building mindset to a highly visible role.
KEY RESPONSIBILITIES
Lead portfolio strategy and management for complex clients - Manage and oversee investment portfolios for complex clients, applying strong judgment and risk awareness to deliver consistent results.
Provide thoughtful, goals-aligned investment advice - Translate market insights and portfolio strategy into clear, actionable guidance that supports informed client decisions.
Adapt strategies as markets and client needs evolve - Stay current on markets, tools, and trends, and adjust portfolios to reflect changing conditions and client objectives.
Build strong relationships through investment expertise - Establish credibility with clients and partners by delivering high-quality advice, strong performance, and consistent execution.
Support business growth and client engagement - Contribute to new opportunities and help deepen relationships through your investment expertise and insights.
Contribute to team expertise and development - Share insights, support colleagues, and help strengthen how the team delivers for clients.
KNOWLEDGE/EXPERIENCE
Ability to translate complex market and portfolio concepts into clear, client-facing advice.
Education: A College or University degree is required/preferred.
Experience: 12+ year experience required in investment management experience, with a strong record of results.
Experience advising high-net-worth and ultra-high-net-worth clients on complex investment needs based on deep knowledge of investment strategy, portfolio construction, and financial markets.
Strong collaborative communication and relationship-building skills, with the ability to clearly explain investment strategies and recommendations
Work Authorization
Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).
Working with Us
As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.
Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.
Reasonable Accommodation
Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected], or alternatively you can discuss your individual requirements with the recruiter you are working with.
Skills Required
- College or university degree
- 12 or more years of investment management experience
- Experience advising high-net-worth and ultra-high-net-worth clients on complex investment needs
- Deep knowledge of investment strategy, portfolio construction, and financial markets
- Ability to translate complex market and portfolio concepts into clear client-facing advice
- Strong collaborative communication and relationship-building skills
- Authorized to work in the United States without employment-based visa sponsorship
Northern Trust Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Northern Trust and has not been reviewed or approved by Northern Trust.
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Retirement Support — A 401(k) with company match alongside an employer‑funded defined‑benefit pension is highlighted in employer‑verified materials and filings, setting the retirement package apart from many private employers.
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Leave & Time Off Breadth — PTO is portrayed as solid overall, and two paid volunteer days per year are clearly documented across corporate materials.
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Parental & Family Support — Company sources and postings reference paid parental and caregiver leave and recent enhancements to parental benefits, indicating meaningful family support within the package.
Northern Trust Insights
What We Do
As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families and institutions by remaining true to our enduring principles of service, expertise and integrity. A globally recognized Fortune 500 Company in continuous operation since 1889, we’ve built a legacy of empowering clients to reach their goals with confidence. Since our roots as a trust bank, we’ve grown to a global presence with more than 24,000 employees in more than 20 countries and across six core business units: Wealth Management Asset Management Asset Servicing Technology Corporate Functions Enterprise Operations Join a Team That’s Achieving Greater At Northern Trust, we refer to our employees as partners – with good reason. We understand that relationships are the key to our success. Here you’ll join a diverse and inclusive team of innovators with the drive to challenge the way things have always been done. Instead of choosing between a dynamic career and work-life balance, enjoy working with a team that supports your goals in the office and at home. We’ll help you get where you want to go without sacrificing what matters most to you. Delivering value and adhering to our enduring principles What are enduring principles? Since our founding, they have guided our strategy and success. Thanks to the dedication of our partners, Northern Trust continues to thrive by adhering to three enduring principles: service, expertise and integrity . What does this mean? Service Northern Trust has a relentless drive to provide exceptional service to our clients, our partners and our communities. We set new standards and go above and beyond in our commitment to delivering greater results. Expertise Expertise is at the core of who we are. We focus sharply on what we do well. From expanding our capabilities, to hiring talented professionals to developing innovative solutions, our expertise is why we continue to be a trusted advisor for generations of families and institutions. Integrity Operating with uncompromising ethics is central to Northern Trust’s heritage. As a result, our clients, partners and communities know they can rely on us. For more than 130 years, our integrity has been our guide – and that will never change.
Why Work With Us
At Northern Trust, we go further because we go together. We embrace flexibility, encourage balance, and prioritize inclusion at all levels, working together to keep you connected. We are committed to our employees—all 24,000 of them. Whether this is a first step or a bold new leap in your career, we’re here to help you move forward.
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