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Senior Portfolio Advisor II - Wealth Management Leader

Job in New York City, Richmond County, New York, 10261, USA
Listing for: Northern Trust Corp
Full Time position
Listed on 2025-12-02
Job specializations:
  • Finance & Banking
    Portfolio Manager, Wealth Management
Job Description & How to Apply Below
A leading financial institution in New York is seeking an experienced Sr. Portfolio Advisor to manage complex investment accounts for high-net-worth clients. This role involves developing tailored investment strategies, generating new business, and working collaboratively with client service teams. The ideal candidate has over 10 years of investment experience and strong analytical skills. This position offers a competitive salary and comprehensive benefits package.
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Position Requirements
10+ Years work experience
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