Senior Wealth Portfolio Advisor

Northern Trust Corp; Phoenix, Northern (AZ, KY); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Northern Trust in Phoenix, AZ is seeking a senior investment professional to manage investment activities for a full set of major fee-based accounts, including personal trusts and individual portfolios.

You will develop and refine investment strategies, analyze client objectives, and work with the client service team to communicate requirements, coordinate portfolio activity, and ensure compliant, risk-aware investment solutions aligned with goals.

Qualifications

• 6–8 years of investment experience, including research.
• Knowledge of portfolio management theory, accounting and financial principles.
• Ability to communicate with clients, trustees and outside attorneys.
• Decision making, sales and negotiating skills.

Responsibilities

• Manage investment activities for major fee revenue accounts.
• Develop and implement investment strategies for individual clients.
• Collaborate with client service team to meet objectives.
• Analyze and revise portfolios to align with client goals.
• Adhere to investment guidelines and risk controls.

Skills

Investment management

Portfolio management

Client service

Strategic decision making

Tools

PM Dashboard

Portfolio research tools

Job description

Northern Trust in Phoenix, AZ is seeking a senior investment professional to manage investment activities for a full set of major fee-based accounts, including personal trusts and individual portfolios.

You will develop and refine investment strategies, analyze client objectives, and work with the client service team to communicate requirements, coordinate portfolio activity, and ensure compliant, risk-aware investment solutions aligned with goals.