Senior Wealth Portfolio Strategist

Northern Trust Corp; Philadelphia (Philadelphia County); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Northern Trust in Philadelphia, PA is seeking a Senior Portfolio Advisor II to manage a select set of fee-producing investment accounts, including large personal trusts and high-net-worth portfolios requiring advanced investment expertise. You will collaborate with the client service team to implement investment strategies and meet objectives.

The role emphasizes growth in the market, leadership in investment solutions, and adherence to risk controls while maintaining strong client

Qualifications

• Minimum 10-15 years of investment experience.
• Strong knowledge of investment strategies and portfolio construction.
• Excellent communication and leadership in client service teams.

Responsibilities

• Manage a reduced set of fee-revenue producing accounts (target 80% capacity).
• Develop and implement investment strategies for high net worth clients.
• Collaborate with sales and relationship management to win new business and referrals.
• Lead and participate in client service committees and special projects.
• Monitor and adjust portfolios in line with client objectives and risk tolerance.
• Provide thought leadership and contribute to the client service team with insights.

Skills

Investment experience

Relationship management

Sales collaboration

Job description

Northern Trust in Philadelphia, PA is seeking a Senior Portfolio Advisor II to manage a select set of fee-producing investment accounts, including large personal trusts and high-net-worth portfolios requiring advanced investment expertise. You will collaborate with the client service team to implement investment strategies and meet objectives.

The role emphasizes growth in the market, leadership in investment solutions, and adherence to risk controls while maintaining strong client