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Senior Portfolio Strategist Jobs (NOW HIRING)

CAPTRUST

Senior Portfolio Integrations Lead

CAPTRUST is seeking an experienced Senior Portfolio Integrations Lead to join its Portfolio Strategist team. The Senior Portfolio Integrations Lead will be responsible for managing transition ...

Northern Trust

Senior Portfolio Advisor II

Atlanta, GA · On-site

$131K - $131K/yr

Overview The Senior Portfolio Advisor II is responsible for the management and oversight of ... Analyze and plan overall investment strategy, with continuous revision as goals and objectives ...

Northern Trust

Senior Portfolio Advisor II

Miami, FL · On-site

$130K - $131K/yr

The Senior Portfolio Advisor II is responsible for the management and oversight of investment ... Analyze and plan overall investment strategy, with continuous revision as goals and objectives ...

Northern Trust

Senior Portfolio Advisor II

Miami, FL · On-site

$130K - $131K/yr

The Senior Portfolio Advisor II is responsible for the management and oversight of investment ... Analyze and plan overall investment strategy, with continuous revision as goals and objectives ...

Northern Trust

Senior Portfolio Advisor II

Atlanta, GA · On-site

$131K - $131K/yr

Overview The Senior Portfolio Advisor II is responsible for the management and oversight of ... Analyze and plan overall investment strategy, with continuous revision as goals and objectives ...

Man Group

Senior Portfolio Analyst

Boston, MA · On-site

It offers long-only and alternative investment strategies that invest in both equity and credit ... Role Overview The Senior Portfolio Analyst role puts you at the intersection of quantitative ...

Fifth Third

Senior Portfolio Manager

Dallas, TX · On-site

$120 - $180/hr

Lead special projects and strategic initiatives aimed at significantly enhancing portfolio ... Senior Portfolio ManagerAt Fifth Third, we understand the importance of recognizing our employees ...

PrimCorp, LLC

Senior Portfolio Manager

Reston, VA · On-site

Job Title Senior Portfolio Manager Opportunity DIA - 7 Job Type Full-time Location Reston, VA US ... Apply experience supporting change management, strategic communications, business process ...

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Senior Portfolio Strategist information

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$68K

$102.4K

$145.5K

How much do senior portfolio strategist jobs pay per year?

As of Aug 15, 2026, the average yearly pay for senior portfolio strategist in the United States is $102,447.00, according to ZipRecruiter salary data. Most workers in this role earn between $87,500.00 and $114,000.00 per year, depending on experience, location, and employer.

What is the difference between Senior Portfolio Strategist vs Portfolio Manager?

AspectSenior Portfolio StrategistPortfolio Manager
ResponsibilitiesDevelops investment strategies, analyzes market trends, advises clientsOversees investment portfolios, makes buy/sell decisions, manages client assets
Required CredentialsTypically requires CFA, advanced finance degrees, experience in strategyOften requires CFA, FINRA licenses, experience in asset management
Work EnvironmentResearch-focused, strategic planning, client advisoryPortfolio oversight, trading, client communication
Industry UsageUsed in investment firms, banks, asset management companiesCommon in mutual funds, hedge funds, private wealth management

The main difference is that a Senior Portfolio Strategist focuses on developing investment strategies and market analysis, while a Portfolio Manager is responsible for executing investment decisions and managing client portfolios. Both roles require similar credentials and often work closely, but their core functions differ in strategic planning versus portfolio oversight.

What is a senior portfolio strategist?

A Senior Portfolio Strategist is a financial professional who develops, implements, and manages investment strategies for clients or institutions. They analyze market trends, assess risk tolerance, and construct diversified portfolios that align with specific financial goals. Senior Portfolio Strategists often work closely with clients to provide tailored advice and adjust portfolios in response to changing market conditions. Their role requires strong analytical skills, deep knowledge of financial markets, and excellent communication abilities.

How does a senior portfolio strategist typically collaborate with other teams to develop and implement investment strategies?

A Senior Portfolio Strategist works closely with research analysts, portfolio managers, and client relationship teams to design and refine investment strategies that align with client objectives and market trends. Collaboration often involves regular meetings to review performance data, discuss market insights, and adjust asset allocations. Effective strategists also communicate complex investment concepts to both internal teams and clients, ensuring alignment across all parties. This cross-functional teamwork is essential for delivering consistent, high-quality investment outcomes.

What are the key skills and qualifications needed to thrive as a senior portfolio strategist?

To thrive as a Senior Portfolio Strategist, you need deep knowledge of investment strategies, portfolio construction, and risk management, typically supported by a finance degree and often a CFA or similar designation. Expertise in portfolio analytics platforms, financial modeling software, and market research tools is essential. Strong communication, analytical thinking, and client relationship skills set top performers apart in this role. These competencies are crucial for devising effective investment strategies, managing risk, and communicating complex concepts to clients and stakeholders.

What cities are hiring for Senior Portfolio Strategist jobs?

Cities with the most Senior Portfolio Strategist job openings:

What are the most commonly searched types of Portfolio Strategist jobs?

The most popular types of Portfolio Strategist jobs are:

What states have the most Senior Portfolio Strategist jobs?

States with the most job openings for Senior Portfolio Strategist jobs include:

Senior Portfolio Strategist jobs near you
Infographic showing various Senior Portfolio Strategist job openings in the United States as of August 2026, with employment types broken down into 90% Full Time, 7% Part Time, and 3% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $102,447 per year, or $49.3 per hour.

Senior Portfolio Integrations Lead

CAPTRUST

Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 26 days ago

Job description

Overview
WHO are we looking for?
CAPTRUST is seeking an experienced Senior Portfolio Integrations Lead to join its Portfolio Strategist team. The Senior Portfolio Integrations Lead will be responsible for managing transition strategies and implementing plans for newly integrated offices. They will drive smooth transitions of accounts into centralized investment strategies, establish and manage transition timelines, oversee initial relationships, and ensure adherence to defined strategy guidelines and client-specific constraints.
From day one, you will have an impact on the efficiency and effectiveness of our daily operations, and a lasting influence on our growth plans. Our ideal candidate is comfortable working with all levels of management to gain an in-depth understanding of our strategy and services. He/She/They will maintain the highest professional and ethical standards, be well-organized, service-oriented, collaborative, and accountable while performing under tight deadlines. This is a full-time position working Monday through Thursday from 8:00 a.m. to 5:00 p.m. and Friday from 8:00 a.m. to 4:00 p.m.
Responsibilities
  • Evaluate accounts and investment strategies to design and execute implementation plans that migrate accounts to centralized resources, ensuring compliance with stated strategy guidelines and client-specific restrictions
  • Respond to stakeholder inquiries and effectively articulate internal processes and strategic direction to key decision-makers, driving successful transitions to centralized resources
  • Develop, document, and review implementation proposals, ensuring all transitions comply with advisors and client requirements and constraints
  • Clearly communicate plan and expectations to internal stakeholders
  • Manage administrative changes for accounts in the CAPTRUST rebalancing and trading platform
  • Manage data integrity in the CAPTRUST rebalancing and trading platform
  • Collaborate and communicate with the Mergers and Acquisitions Team, Integrations, Investment Group, Advisor teams, and Trading Teams regularly
  • Review and implement trades for accounts due to contributions, distributions, asset allocation changes, or other changes while ensuring the accounts are in line with the strategy after such events take place
  • Assist or run point on ad hoc requests within the team or from other teams as needed
  • Review and maintain key performance data for the team to report on a quarterly basis

Qualifications
Minimum Qualifications:
  • 7-10+ years of professional experience in portfolio management or investment implementation within a wealth management or RIA environment
  • Demonstrated success executing portfolio transitions, implementation plans, or strategy migrations across client accounts with varying levels of complexity
  • Strong understanding of asset allocation, investment strategies, and portfolio construction principles
  • Proven experience evaluating portfolios against model strategy guidelines and client-specific constraints
  • Knowledgeable in rebalancing and trading platforms, including account setup, administrative changes, and data integrity oversight
  • Ability to communicate complex investment, risk, and portfolio information clearly and effectively to internal leadership and external partners

Desired Qualifications/Skills
  • Experience managing large-scale transitions to centralized or model-based investment strategies
  • Advanced proficiency with rebalancing and portfolio management platforms (e.g., RedBlack, SS&C, Black Diamond, or similar enterprise systems)
  • Ability to independently manage multiple transition timelines and priorities while meeting aggressive deadlines
  • Expertise in developing, reviewing, and executing investment implementation proposals and transition plans, including portfolio recommendations for internal stakeholders and advisor teams
  • Proven capability in monitoring, maintaining, and delivering operational and performance metrics to leadership, with an emphasis on accuracy, consistency, and decision-supporting insights
  • Demonstrated ability to succeed in a high-growth, process-driven, deadline-oriented organization
  • Able to serve as a key point of contact during complex transitions, influencing outcomes without direct authority
  • High level of professionalism, attention to detail, and accountability

WHAT can you expect from your career at CAPTRUST?
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great place to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
Our Employee Benefits Package shows how much we value our team.
  • Company discretionary bonus
  • Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms
  • Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods
  • Paid time off (PTO) or Paid Sick Leave (PSL)
  • Compensation range (depending on location and experience): $105,000 - $150,000

WHERE will you be working?
Remote
HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a burning need to improve continuously. Simply put: the difference at CAPTRUST is the quality of our people and the depth of our bench. If you are ready to make your mark, we want to talk to you.
Are you the next brick?
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
  • Ability to build successful, collaborative, and trusting relationships
  • Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
  • A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
  • Inherent desire to give back to our communities and enrich the lives of those around us
  • An other-centered mindset
  • Integrity through maintaining objectivity

EEO/Diversity Statement:
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #mid-senior
This position will remain open until filled.

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