Senior Wealth Portfolio Strategist

Northern Trust; Seattle (WA); On-site; USD 189,000 - 331,000; Full time

Job summary

Northern Trust is seeking a seasoned Senior Investment Manager in the United States to oversee investment activities for a select portfolio of high net worth clients. You will work with the sales and relationship teams to expand business and ensure investment objectives are met through disciplined portfolio management.

You will analyze market conditions, develop strategies, and coordinate with trust and legal teams to align client goals with risk management and compliance standards.

Qualifications

• Knowledge of investment and portfolio management theory and financial principles.
• Decision making, sales, and negotiating skills are required to contribute to revenue generation.
• Specialized depth in own job discipline or field.

Responsibilities

• Manages investment activities for major fee revenue accounts.
• Generates new business in conjunction with sales and relationship management.
• Analyzes investment strategy and coordinates portfolio activity with the client service team.

Job description

Northern Trust is seeking a seasoned Senior Investment Manager in the United States to oversee investment activities for a select portfolio of high net worth clients. You will work with the sales and relationship teams to expand business and ensure investment objectives are met through disciplined portfolio management.

You will analyze market conditions, develop strategies, and coordinate with trust and legal teams to align client goals with risk management and compliance standards.