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Senior Wealth & Portfolio Strategist

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: Northern Trust Corp
Full Time position
Listed on 2026-01-18
Job specializations:
  • Finance & Banking
    Wealth Management, Portfolio Manager
Job Description & How to Apply Below

A leading financial institution is seeking a Sr. Portfolio Advisor in San Francisco to manage investment activities for high net worth clients. Responsibilities include developing and executing investment strategies, collaborating with client service teams, and maintaining stakeholder communication. The ideal candidate should have 8-12 years of investment experience, mastery of investment methodologies, and strong analytical skills. Competitive compensation is offered with a comprehensive benefits package including retirement plans and health coverage.

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Position Requirements
10+ Years work experience
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