Senior Wealth Portfolio Strategist

ntrs; Miami (FL); On-site; USD 180,000 - 280,000; Full time

Job summary

Northern Trust in the United States seeks a Senior Portfolio Advisor to manage a full set of fee-producing investment accounts, including large high-net-worth personal trusts and complex portfolios. You will develop and direct investment programs, collaborate with client service teams, and apply advanced investment strategies and tools while upholding risk management and governance standards.

This role requires deep expertise, strong communication, and the ability to influence across committees

Qualifications

• Knowledge of investment and portfolio management theory, accounting and financial principles.
• Demonstrated decision-making, sales, and negotiation skills for complex situations.
• Ability to communicate complex concepts and influence others.

Responsibilities

• Manage investment activities for major fee revenue-producing accounts, including high net worth trusts and large portfolios.
• Develop, recommend, and direct the execution of programs to achieve investment objectives.
• Analyze and plan investment strategy with the client service team, adapting as goals change.

Skills

Investment theory

Portfolio management

Decision-making

Sales & negotiation

Communication

Job description

Northern Trust in the United States seeks a Senior Portfolio Advisor to manage a full set of fee-producing investment accounts, including large high-net-worth personal trusts and complex portfolios. You will develop and direct investment programs, collaborate with client service teams, and apply advanced investment strategies and tools while upholding risk management and governance standards.

This role requires deep expertise, strong communication, and the ability to influence across committees