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Senior Portfolio Advisor II

Northern Trust

Bonita Springs, FLSeniorH-1B sponsor company
Sign in to applyVerified 1h ago
Location
Bonita Springs, FL
Work model
On-Site
Level
Senior
H-1B history
27 approvals (FY2023)
Posted
Sep 1, 2026

About this role

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

Listing verified 1h ago. Applications go through the company's official careers site.

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Senior Portfolio Advisor II at Northern Trust, Bonita Springs, FL | Yoinka