Senior Wealth Portfolio Strategist

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

Benefits offered by this job

401k and pension

Health and welfare benefits

Discretionary bonus

Job summary

The Northern Trust Company seeks a senior investment professional to lead strategy and execution for high‑net‑worth portfolios. You will manage investment activities, collaborate with sales and relationship teams, and drive growth across key accounts.

You should bring 10‑15 years in investment roles, mastery of portfolio research, and the ability to translate complex concepts into actionable plans. This role requires a strong focus on risk management and client service within a prestigious

Qualifications

• Knowledge of investment and portfolio management theory, accounting and financial principles.
• Decision making, sales, and negotiating skills.
• May lead functional teams or projects with moderate resource requirements.

Responsibilities

• Manage investment activities for major fee revenue accounts (target 80% capacity).
• Hit a specific sales target.
• Develops, recommends, and directs execution of programs to achieve investment objectives.
• Analyzes and revises investment strategies to meet client needs.
• Collaborates with client service team to identify opportunities and coordinate portfolio activity.

Skills

Investment management

Portfolio management

Decision making

Negotiating skills

Sales

Job description

The Northern Trust Company seeks a senior investment professional to lead strategy and execution for high‑net‑worth portfolios. You will manage investment activities, collaborate with sales and relationship teams, and drive growth across key accounts.

You should bring 10‑15 years in investment roles, mastery of portfolio research, and the ability to translate complex concepts into actionable plans. This role requires a strong focus on risk management and client service within a prestigious