Senior Portfolio Strategist for High-Net-Worth Clients

Northern Trust; Pasadena (CA); On-site; USD 189,000 - 331,000; Full time

Benefits offered by this job

Discretionary bonus program

Equity component

Comprehensive benefits package

Job summary

Northern Trust in Pasadena, CA seeks a senior investment professional to manage a full set of major fee-based accounts and high net worth portfolios. You will develop, recommend, and direct programs to achieve investment objectives for individual clients while collaborating with the client service team to align solutions with client needs.

The role emphasizes staying current with investment strategies, leading initiatives, and contributing to national wealth management practices.

Qualifications

• Minimum 8 to 12 years of investment experience.
• Experience managing high net worth portfolios.
• Ability to develop and execute investment programs.
• Strong communication with clients and teams.

Responsibilities

• Manages investment activities for major accounts and high net worth portfolios.
• Develops and directs execution of programs to meet client objectives.
• Analyzes and plans investment strategy in alignment with client needs.
• Maintains communication with client service teams and stakeholders.
• Leads thought leadership and contributes to national initiatives.

Skills

Investment portfolio management

Analytical thinking

Negotiation skills

Client service focus

Job description

Northern Trust in Pasadena, CA seeks a senior investment professional to manage a full set of major fee-based accounts and high net worth portfolios. You will develop, recommend, and direct programs to achieve investment objectives for individual clients while collaborating with the client service team to align solutions with client needs.

The role emphasizes staying current with investment strategies, leading initiatives, and contributing to national wealth management practices.