Ntrs

Senior Portfolio Advisor II

Palm Beach, FL · Senior

No sponsorship$10k-$15kDetected 7 days ago

Code ReviewNegotiationAccountingResearchLeadershipCommunicationCollaborationCFA

About the role

Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity.
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).
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.

Manage 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 the market.
Develop, recommend, and direct the execution of programs designed to achieve investment objectives for specific individual clients.
Maintain an integral and influential presence within the local client-facing team and with clients, co-trustees, consultants, the bank's legal area, and outside attorneys to ensure communication of client requirements and coordination of portfolio activity.
Maintain accountability for personal adherence to best practices as measured by the PM Dashboard and related reporting.
Lead others to solve complex problems and apply sophisticated analytical thought to exercise judgment and identify innovative solutions.
Ability to lead functional teams or projects with moderate resource requirements, risk, and/or complexity.

Service, Expertise, and Integrity.
Execute initiatives, new capability rollouts, and required training in support of business and investment practice objectives.

Participate in thought leadership publications, educational opportunities, and practice-hosted symposiums and events.
Advanced educational and professional designations.

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.

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.