Senior Wealth Portfolio Strategist
The Northern Trust Company
Northern Trust Corp in Phoenix, AZ is seeking a Sr. Portfolio Advisor to manage investment activities for major high net worth accounts. This role requires a minimum of 8 to 12 years of investment experience and expertise in portfolio management. You will develop and implement tailored investment strategies, collaborating with a broad client service team. The company values a flexible and collaborative work culture, fully committed to sustainable practices and inclusive working conditions. #J-18808-Ljbffr
- Vanguard is seeking a Senior Portfolio Strategist to enhance advisory services to sophisticated clients. This role involves advising on asset allocation, conducting investment reviews, and collaborating with internal partners to optimize client strategies. Ideal candidates...SeniorRemote job
- ...The Vanguard Group is looking for a Wealth Planning Consultant, Senior Specialist in Scottsdale, AZ. In this pivotal role, you will provide advanced financial, tax, and estate planning consultations to ultra-high net worth clients, ensuring personalized advice throughout...Senior
- ...Liberty Mutual Insurance is seeking an experienced Underwriter in Phoenix, Arizona, to manage broker portfolios, support product development, and analyze performance. This role demands 7–10 years of progressive underwriting experience and a degree in Business. The successful...Senior
$91.8k - $171k
...Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial... .../enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively...SeniorContract workPart timeLocal areaShift work$91.8k - $171k
...leveraging industry knowledge. Ideal candidates will have 5-9 years of experience, a university degree and the ability to manage complex wealth strategies. The position offers a salary range of $91,800 to $171,000 and includes various benefits like health insurance and...Senior$180k - $200k
National Bank of Arizona is looking for a Wealth Planning Strategist in Phoenix, AZ, focusing on providing personalized financial planning and wealth management services to affluent clients. The ideal candidate must have over 10 years of experience in financial and estate...Senior- ...market and economic environment and identify and address portfolio construction challenges. We continue to experience significant... ...development of portfolio analyst crew. We are seeking a Senior Portfolio Strategist to help our most sophisticated advisory clients build...SeniorRemote workHome office
$48k - $100k
A leading financial institution is seeking an Experienced Financial Advisor in Phoenix, Arizona, to deliver comprehensive wealth management services. The role requires at least 5+ years of experience with a portable practice of minimum $1MM in production. Responsibilities...Senior$80k - $240.35k
...where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. Role: Wealth Strategist Senior within PNC’s Private Bank organization, based in Phoenix, AZ or Denver, CO. Job ID: R218090 Job Profile PNC is an in‑office...SeniorFull timeTemporary workWork experience placementWork at office- ...opportunities are posted here as they become available. The Wealth Strategist at Parallel Advisors is an associate level role, which will... ...within the team. Gather information from clients and enter portfolio data into spreadsheets and update entries using our financial...Work at office
$186k - $261k
...A fintech company is looking for a Partner Growth Manager to oversee and grow a portfolio of existing payments partnerships. This role emphasizes enhancing business value and driving merchant acquisition. Candidates should have at least 7 years of experience in business...SeniorWork at officeLocal areaRemote work- ...Senior Account Strategist The Senior Account Strategist plays a critical role in driving the performance and strategic direction of client... ...to keep work on track Simultaneously oversee a diverse portfolio of workstreams, effectively prioritizing tasks and managing...SeniorRemote workShift work
- TwinThread in Scottsdale, Arizona is looking for a Business Relationship Manager Senior to manage a portfolio of profitable clients with annual revenue exceeding ~$5 million. This role requires strong relationship-building and communication skills, along with a deep understanding...Senior
- ...TFO Family Office Partners, a wealth management firm located in Phoenix, Arizona, is expanding... ...are currently seeking a Family Wealth Strategist to help us deliver on our goal of... ...key action steps Implementing investment portfolios based on the firm’s investment philosophy...Work at office
$70k - $106k
...(*Comscore, Total Visits, March 2025) Day to Day The Senior Strategist I position is part of the broader Global Client Insights team... ...turn raw data into compelling narratives, support a defined portfolio of enterprise accounts, and help drive scalable insight innovation...SeniorWork experience placementLocal area$165k - $205k
Universal Electronics Inc. is looking for a Senior Patent Agent in Scottsdale, Arizona, to manage a global patent portfolio. The role involves patent drafting, prosecution, and collaborating closely with engineers and R&D specialists. Candidates should possess at least...Senior- ...SVP, Relationship Banker III to manage and expand our lending portfolio. The ideal candidate will have extensive experience in commercial... ..., and collaborating with internal teams to offer comprehensive wealth management services. We offer a competitive salary plus...Senior
- A leading wealth management firm seeks a Private Wealth Advisor to manage and oversee client investment portfolios and relationships. The ideal candidate will have over 15 years of experience managing investments, strong leadership skills, and a proven ability to cultivate...Senior
- ...Scottsdale, AZ. This role focuses on managing and expanding a lending portfolio while acting as a trusted advisor to clients. Candidates should... ...collaborating with internal partners to provide comprehensive wealth management services. We offer a competitive salary and...Senior
- ...by: Taylor Describe your experience with paid parental leave Answered by: Caitlin Wealth Management Whether you're a financial advisor, financial analyst, private banker or portfolio manager, you and your team will work together to provide a personalized wealth...Senior
- BMO in Scottsdale, Arizona is looking for a specialist to provide wealth planning for High Net Worth and Ultra High Net Worth clients. This role requires a minimum of 5 years in a similar position and involves collaborative efforts with various professionals to offer comprehensive...
$180k - $200k
...talent; we bring the opportunity. Zions Wealth is a specialized division within the... ...experienced and highly motivated Wealth Planning Strategist to join our team. The ideal candidate... .... Collaborate with Wealth Planners and Senior Wealth Planners to effectively deliver...Work experience placementWork at officeLocal areaFlexible hours- ...headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular... ...lives for generations. Summary of the position The Wealth Strategist will construct complex financial plans as well as be an integral...Work at office
$100k - $350k
...client, a highly successful, nationally recognized Wealth Management Team, is seeking to add a Senior Wealth Management Client Associate to join their practice... ...in client relationships, financial planning, and portfolio execution, and prefers to operate within a team-...SeniorTemporary workFlexible hours- ...A leading health optimization company in Arizona is seeking a Senior Media Buyer to oversee various paid media campaigns. The candidate will be responsible for developing, executing, and optimizing campaigns to drive growth while managing budgets and providing insights...Senior
- ...A leading environmental services company in Phoenix is seeking a Senior Compensation Analyst to provide analytical expertise in employee compensation and reward programs. Responsibilities include conducting market analysis, guiding compensation decisions, and preparing...Senior
- 4062 Aetna Resources, LLC is looking for a Senior Account Executive based in Scottsdale, Arizona. The role involves managing and nurturing relationships with large customers to enhance satisfaction and drive revenue. With at least 5 years in the health insurance field,...SeniorFull time
- Insurance Administrative Solutions, L.l.c. in Scottsdale, Arizona is seeking a Compliance Officer to manage compliance analysis and ensure adherence to regulations across product lines. This position involves evaluating the impact of regulations, updating policies, and...Senior
- ...News Corporation is seeking a Senior Risk Operations Specialist to join their team at Realtor.com in Scottsdale, Arizona. This role involves serving as the first line of escalation for complex payment and trust & safety issues, while also coaching other team members and...Senior3 days per week
- ...A leading tax advisory firm in Phoenix seeks a Tax Experienced Senior to oversee tax compliance and planning tasks. The role involves managing projects, ensuring client adherence to tax regulations, and supervising junior staff. Candidates should possess strong communication...Senior
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