Ntrs
Senior Portfolio Advisor II
Miami, FL · Senior
No sponsorshipDetected 5 days ago
Code ReviewBusiness DevelopmentAccountingResearchLeadershipCommunicationCollaborationAdaptability
About the role
- Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity.
- The Senior Portfolio Advisor II is responsible for the management and oversight of investment activities for a defined set of complex, high net worth client portfolios, while serving as a senior investment advisor within the market.
- This role combines primary portfolio management responsibilities with client advisory, and investment leadership, ensuring alignment with investment standards, risk management practices, and strategic objectives.
Responsibilities
- Manage investment activities for a 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.
- Using a Goals Based approach, develop, recommend, and direct the execution of programs designed to achieve bespoke investment objectives for specific individual clients.
- Maintain an integral and influential presence with clients, co-trustees, consultants, internal partners, and external advisors to ensure communication of client requirements and coordination of portfolio activity.
- Deliver proactive, advice-driven client service, communicating complex investment concepts and portfolio strategies clearly and effectively.
- Contribute to the growth of the market by generating new business in conjunction with the sales and relationship management team and individually cultivating relationships with referral sources, centers of influence, and internal partners, as well as actively generating introductions from existing clients.
- Maintain accountability for personal adherence to best practices as measured by the PM Dashboard and related reporting.
- Lead others in solving complex investment and client challenges, providing guidance and direction as appropriate.
- Maintain a collaborative presence within the local market team, contributing to a culture of partnership, accountability, and client focus.
- Perform work guided by established functional policies while exercising independent judgment in complex situations.
- Ability to manage complex client relationships and deliver tailored investment solutions aligned to client goals.
Requirements
- Execute firm initiatives, new capabilities, and required training, ensuring consistent adoption and application.
- High degree of professionalism, accountability, and adaptability in a dynamic investment environment, particularly in a collaborative environment.
Benefits
- Represent the firm in client meetings, educational opportunities, and external events to enhance visibility and support business development.
- Actively engage in thought leadership activities, including publications, educational forums, and practice-hosted symposiums and events.
Equal opportunity
- Reasonable Accommodation
- If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com, or alternatively you can discuss your individual requirements with the recruiter you are working with.
Visa & 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).
This listing is sourced directly from Ntrs's careers page and normalized into a canonical job model.