Senior Wealth Portfolio Strategist

001 The Northern Trust Company; Florida; On-site; USD 180,000 - 240,000; Full time

Job summary

Northern Trust is seeking a Senior Portfolio Advisor to manage a full set of fee-producing investment accounts for large high-net-worth clients. You will lead development and execution of investment programs, analyze strategies against client goals, and coordinate with the broader client service team to deliver sophisticated solutions.

The role requires deep investment experience (10–15 years), leadership of cross-functional teams, strong communication and negotiation skills, and advanced

Qualifications

• Minimum of 10-15 years of investment experience, with consistent long-term investment performance meeting stated objectives.
• Ability to lead functional teams or projects with moderate resource requirements, risk, and/or complexity.
• Advanced educational and professional designations. CFA strongly preferred.
• Demonstrated decision-making, sales, and negotiation skills to contribute to market revenue generation and guide complex situations to resolution.

Responsibilities

• Manage investment activities for major fee revenue-producing accounts, including large high net worth personal trusts and individual portfolios.
• Develop, recommend, and direct execution of programs designed to achieve investment objectives.
• Analyze and plan overall investment strategy with client goals and objectives, coordinating with the client service team.
• Maintain an influential presence with clients, co-trustees, consultants, and internal teams to ensure clear communication of requirements.

Skills

Investment experience

Portfolio management

Team leadership

Communication

Decision-making

Education

CFA designation preferred

Job description

Northern Trust is seeking a Senior Portfolio Advisor to manage a full set of fee-producing investment accounts for large high-net-worth clients. You will lead development and execution of investment programs, analyze strategies against client goals, and coordinate with the broader client service team to deliver sophisticated solutions.

The role requires deep investment experience (10–15 years), leadership of cross-functional teams, strong communication and negotiation skills, and advanced