Associate Portfolio Advisor

Responsibilities Manages investment activities for a growing set of major fee revenue producing accounts, representing small to mid‑sized personal trusts and individual portfolios typically mid‑range in size and complexity within their market with some managerial input. Assists in development and recommendations designed to achieve investment objectives for specific individual clients. Works with Investment Advisors to understand the overall investment strategy and may provide input for revisions as goals and objectives change, working closely and proactively with the broader client service team to identify and execute on areas of opportunity. Develops an influential presence with 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 increasing proficiency 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. Provides high‑level support to the Investment Advisory team. Demonstrates mastery‑level skill utilizing all tools needed including CRA, Wealthbench, GPS, and WM Alternatives. Provides guidance and mentoring to Investment Associates. Accountable for personal adherence to best practices as measured by the PM Dashboard and related reporting. Works with manager to understand how to personally contribute towards the 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. Knowledge 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. Analytical and interpretive skills are needed to understand client needs in the context of investment strategies. Requires in‑depth conceptual and practical knowledge in own job discipline and basic knowledge of related job disciplines. Experience Minimum 2 to 4 years of investment experience working in the investment services industry. Acts as a resource for colleagues with less experience. May lead small projects with manageable risks and resource requirements. Salary Salary Range: $114,540 – $194,580 USD (good‑faith estimate of base pay). Benefits 401(k) and pension plans Health and welfare benefits (medical, dental, vision, spending accounts, and disability) Paid time off Parental and caregiver leave Life and accidental insurance Other voluntary and well‑being benefits Discretionary bonus program that may include an equity component 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. Accommodations Northern Trust is committed to providing reasonable accommodations to individuals with health conditions or disabilities. Employees may discuss accommodations with the HR Service Center or the recruiter. EEO Statement Northern Trust is an equal‑opportunity employer. All employment decisions are made in a non‑discriminatory manner. #J-18808-Ljbffr