Senior Wealth Portfolio Strategist

Northern Trust Corp; Phoenix (AZ); On-site; USD 80,000 - 120,000; Full time

Job summary

Northern Trust Corp in Phoenix, AZ is seeking a Sr. Portfolio Advisor to manage investment activities for major high net worth accounts. This role requires a minimum of 8 to 12 years of investment experience and expertise in portfolio management. You will develop and implement tailored investment strategies, collaborating with a broad client service team. The company values a flexible and collaborative work culture, fully committed to sustainable practices and inclusive working conditions.

Qualifications

• 8 to 12 years of investment experience showing consistent long-term performance.
• Knowledge of investment and portfolio management theory.
• Ability to manage complex client investment portfolios.

Responsibilities

• Manage investment activities for significant high net worth accounts.
• Develop and direct execution of investment strategies.
• Collaborate with client service teams to achieve goals.

Skills

Investment Management

Analytical Skills

Decision Making

Negotiation

Client Relationship Management

Job description

Northern Trust Corp in Phoenix, AZ is seeking a Sr. Portfolio Advisor to manage investment activities for major high net worth accounts. This role requires a minimum of 8 to 12 years of investment experience and expertise in portfolio management. You will develop and implement tailored investment strategies, collaborating with a broad client service team. The company values a flexible and collaborative work culture, fully committed to sustainable practices and inclusive working conditions.