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Senior Portfolio Strategist Jobs (NOW HIRING)

Northern Trust

Senior Portfolio Advisor II

Bonita Springs, FL · On-site

$128K - $129K/yr

The Senior Portfolio Advisor helps high-net-worth individuals and families achieve their financial ... Lead portfolio strategy and management for complex clients - Manage and oversee investment ...

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

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

$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 ...

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 ...

FMB

Senior Portfolio Manager

Seal Beach, CA · On-site

$124 - $211/hr

Additionally, the Senior Portfolio Manager provides leadership, coaching, and mentorship to the ... Strategic judgment and decision-making * Advanced analytical and problem-solving skills

Franklin Templeton

Senior Portfolio Manager

Radnor, PA · On-site

The Sr. Portfolio Manager (PM) develops and implements overall client portfolio investment strategy ... as well as selection of equity, fixed income, or funds for a highly customized book of business.

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 ... and other strategies. A knowledgeable analyst, who conducts requirements gathering, project ...

Citigroup Inc.

Senior Portfolio Advisor

Beverly Hills, CA · On-site

$120 - $160/hr

The Senior Portfolio Advisor, North America will report to the Head of Portfolio Advisory. The ... Be a strategic partner to broader CIO team (research, portfolio management, the Lab, product) on ...

Franklintempleton

Senior Portfolio Manager

Radnor, PA · On-site

The Sr. Portfolio Manager (PM) develops and implements overall client portfolio investment strategy ... as well as selection of equity, fixed income, or funds for a highly customized book of business.

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Senior Portfolio Strategist information

See salary details

$68K

$102.4K

$145.5K

How much do senior portfolio strategist jobs pay per year?

As of Sep 7, 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 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.

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.

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 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 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 91% Full Time, 6% Part Time, and 3% Contract. Highlights an 84% Physical, 5% Hybrid, and 11% Remote job distribution, with an average salary of $102,447 per year, or $49.3 per hour.

Senior Portfolio Advisor II

Northern Trust

Bonita Springs, FL • On-site

$128K - $129K/yr

Full-time

Posted 6 days ago

Northern Trust rating

8.2

Company rating: 8.2 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

Job description

About Northern Trust
As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions.
Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.
With more than 135 years of financial experience and over 24,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
The Senior Portfolio Advisor helps high-net-worth individuals and families achieve their financial goals through thoughtful, personalized investment advice. This role serves as a trusted advisor to clients with complex investment needs, managing sophisticated portfolios and delivering strategies tailored to their goals. The Senior Portfolio Advisor works closely with relationship managers, client service partners, and specialists across the business to bring the full breadth of Northern Trust's investment capabilities to each client relationship. This role drives in market growth by building strong relationships, supporting new business opportunities, and contributing expertise to deepen client engagement by bringing both strong investment acumen and a business-building mindset to a highly visible role.
KEY RESPONSIBILITIES
  • Lead portfolio strategy and management for complex clients - Manage and oversee investment portfolios for complex clients, applying strong judgment and risk awareness to deliver consistent results.

  • Provide thoughtful, goals-aligned investment advice - Translate market insights and portfolio strategy into clear, actionable guidance that supports informed client decisions.

  • Adapt strategies as markets and client needs evolve - Stay current on markets, tools, and trends, and adjust portfolios to reflect changing conditions and client objectives.

  • Build strong relationships through investment expertise - Establish credibility with clients and partners by delivering high-quality advice, strong performance, and consistent execution.

  • Support business growth and client engagement - Contribute to new opportunities and help deepen relationships through your investment expertise and insights.

  • Contribute to team expertise and development - Share insights, support colleagues, and help strengthen how the team delivers for clients.

KNOWLEDGE/EXPERIENCE
  • Ability to translate complex market and portfolio concepts into clear, client-facing advice.

  • Education: A College or University degree is required/preferred.

  • Experience: 12+ year experience required in investment management experience, with a strong record of results.

  • Experience advising high-net-worth and ultra-high-net-worth clients on complex investment needs based on deep knowledge of investment strategy, portfolio construction, and financial markets.

  • Strong collaborative communication and relationship-building skills, with the ability to clearly explain investment strategies and recommendations

Work Authorization
Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).
Working with Us
As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.
Philanthropy is deeply rooted in Northern Trust's history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.
Reasonable Accommodation
Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com, or alternatively you can discuss your individual requirements with the recruiter you are working with.

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