Senior Portfolio Strategist for High‑Net‑Worth Clients
Northern Trust Corp
Northern Trust Corp is seeking a Sr. Portfolio Advisor II in San Francisco, CA. The role involves managing investment activities for high net worth personal trusts and developing investment strategies tailored to individual client needs. The ideal candidate should have 8 to 12 years of investment experience and a strong background in investment management and decision-making skills. Northern Trust offers a comprehensive benefits package and values a collaborative and inclusive workplace culture. #J-18808-Ljbffr Northern Trust Corp
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Portfolio Strategist for High‑Net‑Worth Clients in San Francisco, CA vacancy
- JPMorgan Chase & Co. seeks a Client Specialist in San Francisco to focus on High Net Worth and Ultra High Net Worth individuals. This role involves marketing and selling wealth management services, collaborating with bankers and wealth advisors, and delivering tailored...SeniorHigh net worth
$70k - $200k
...Financial Advisor to provide investment services to Ultra high Net Worth clients. The role requires 6-10 years of experience and proficiency... ...assessments, and developing strategies to enhance clients' portfolios. Ideal candidates will hold pertinent licenses and possess...SeniorHigh net worth- General Catalyst is looking for a Senior Analyst to join the GC Wealth team in Bellevue, WA. The role involves driving portfolio research and leading investment reporting for high net worth clients, collaborating closely with Wealth Managers and the Chief Investment Officer...SeniorHigh net worth
- ...management business serving high net worth individuals, family offices,... ...We are seeking an experienced Senior Analyst to join our GC Wealth... ...Wealth investment team, driving portfolio research and analysis across asset classes and leading client‑facing investment reporting....SeniorHigh net worth
- ...with 4-7 years of experience to join their Family Wealth practice. The successful candidate will work with a diverse client base, including high-net-worth families and individuals. This role involves collaboration with the Private Client Industry Group, supporting...SeniorHigh net worth
$112k - $150k
A leading accounting firm is seeking a Tax Manager for their Private Client Services. The role involves providing tax compliance and consulting services to high net-worth clients. Candidates should have a bachelor's degree in accounting or finance, five years of experience...SeniorHigh net worthWork at office$170k - $225k
Overview The Senior Wealth Planning Strategist leads wealth planning and support for high net worth clients. Designs and presents recommendations to clients based on financial analysis and wealth planning expertise. Creates a client-centered, advice-based culture within...SeniorHigh net worth$121.9k - $262.1k
Senior Wealth Strategist Location - Los Angeles, California 90067 General Function Serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships (> $10MM investable and/or $15 million in net worth) involving complex financial...SeniorHigh net worthBank staff- Fifth Third Bank, N.A. is seeking a Senior Wealth Strategist in California to be the primary expert in Wealth Planning for clients with substantial assets. This role involves... ...extensive experience, particularly with high net worth clients, and bring exceptional communication...SeniorHigh net worth
$84k - $110k
Job Summary: Private Client Services at BDO is a boutique... ...our firm. Offering a high touch approach, we have... ...serving high net-worth individuals, their families... ...insurance planning. A Tax Senior, Private Client... ...tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint...SeniorHigh net worthFull timePrivate practiceWork at office- ...Inc. is seeking an Investment Counselor Principal in San Francisco, California to manage investment relationships with ultra-high net worth clients. This role requires over 15 years of experience in investment advisory, along with strong analytical skills and risk...SeniorHigh net worth
$210k - $300k
A leading financial institution is seeking a Wealth Consultant in San Francisco, CA. This role focuses on acquiring high net worth clients and providing holistic wealth management planning. Candidates should have a Bachelor's Degree and substantial experience in client...SeniorHigh net worth$80k - $100k
...Neuberger Berman’s direct-to-client wealth and investment... ...solutions. The Client Associate / Senior Client Associate delivers comprehensive... ..., and growth of the high‑net‑worth client base. Primary... ...liaison between Wealth Advisors, Portfolio Managers, Operations, and clients...SeniorHigh net worthWork at officeLocal area$80k - $100k
Neuberger Berman is seeking a Client Associate / Senior Client Associate for its wealth management team in San Francisco. This position involves providing operational support and enhancing client relationships by managing inquiries, account tasks, and reporting. Candidates...SeniorHigh net worth- ...to reach your goals. EisnerAmper is seeking a Tax Senior Associate to join our Private Client Services (PCS) practice. We are looking for a dynamic... ...connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their...SeniorHigh net worthTemporary workPrivate practiceLocal area
- A global investment firm in San Francisco is seeking a Senior Investment Associate. In this role, you will manage client portfolios, develop investment strategies, and contribute to business development. The ideal candidate should have 3-6 years of relevant experience,...SeniorWork at officeFlexible hours
$189.29k - $331.2k
## Sr. Portfolio Advisor IIApplylocations: San Francisco, CAtime type... ..., and to provide to our clients and the communities we serve... ...representing large and sensitive high net worth personal trusts and... ...organization is encouraged, senior leaders are accessible, and...SeniorHigh net worthWork experience placementH1bLocal areaWorldwideFlexible hours$120k - $150k
...SERVICES LLC in San Francisco is seeking an Investment Analyst to support high net worth clients by working closely with seasoned Wealth Advisors. This position involves reviewing client portfolios and developing investment recommendations while ensuring exceptional...SeniorHigh net worth- ...its Wealth Advisory team in San Francisco. The role supports high net-worth clients, assisting Advisors with investment recommendations and managing client relationships. Responsibilities include portfolio management, financial planning, and operational support. Ideal...SeniorHigh net worth
- .... is looking for an Asset Wealth Management Credit Risk Senior Associate in San Francisco. You will support high net worth clients by assessing creditworthiness, structuring loan solutions, and managing portfolio risk. The role involves collaboration with senior Credit...SeniorHigh net worth
- The Senior Analyst at General Catalyst’s GC Wealth team plays a crucial role in portfolio research and analysis. This position involves collaborating... ...insightful updates to clients. The ideal candidate will... ...passion for working with high net worth clients. What You’ll Do...SeniorHigh net worth
$56k - $132k
...retirement challenges through custom solutions and a people‑first approach. To learn more, please visit: Summary: The Senior Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier...SeniorHigh net worth$90k - $110k
...What You’ll Be Doing As a Client Service Manager, you will support... ...Key Responsibilities Provide high‑touch, high‑quality service... ...within required timelines; update portfolio asset‑allocation schedules.... ...role, preferably with high‑net‑worth clients and trust accounts. Strong...High net worthCanadian Imperial Bank of Commerce
San Francisco, CA2 days ago$98.1k - $210k
...account maintenance. Engages with clients and prospects to build and... ...goals, while delivering a high‑quality experience. Ensures compliance... ...to client accounts and portfolios. Identifies and develops new... ...regarding high‑net‑worth clients’ concerns/issues. Desired...SeniorHigh net worthShift workDay shiftBank of America
San Francisco, CA19 hours ago- Rithum is seeking a Senior Advertising Account Manager to lead and manage enterprise advertising portfolios. The ideal candidate will exhibit strong expertise in digital advertising... ..., define media strategies, and foster client relationships to ensure success....Senior
- ...Heart Association is seeking a Mission Advancement Executive Advisor in San Francisco to cultivate relationships with ultra- and high-net-worth individuals to advance the organization's mission. You will manage donor relationships, prepare proposals, and ensure revenue...SeniorHigh net worth
$70k - $200k
...wide variety of financial and investment services to an Ultra high Net Worth client base in the United States. Manage accounts of high net... ...trends/activities and advise the effects on the investors' portfolios. Recommend changes to the investors' holdings after evaluating...SeniorHigh net worthFull time$80k - $100k
Neuberger, based in San Francisco, is seeking a Client Associate / Senior Client Associate to deliver top-notch operational support... ...involves liaising with wealth advisors and assisting with a high-net-worth client portfolio, ensuring comprehensive management of client accounts...High net worth$108k - $154k
Senior Account Strategist, Mid-Market Sales, Google Customer Solutions Google San... ...assessing and achieving client success via sales techniques... ...to manage and prioritize a portfolio in an advertising or media... ...customer goals, and quantify high-impact opportunities with clear...SeniorFull time$136k - $165k
JOB DESCRIPTION Private Client Services at BDO is a... ...within our firm. Offering a high touch approach, we have... ...serving high net‑worth individuals, their families... ...Supervises associates and senior associates on all projects... ...research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint...High net worthPrivate practiceWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Portfolio Strategist for High‑Net‑Worth Clients. Be the first to apply!
Related searches
- strategist San Francisco, CA
- investment strategist San Francisco, CA
- design strategist San Francisco, CA
- technology strategist San Francisco, CA
- brand strategist San Francisco, CA
- workplace strategist San Francisco, CA
- digital strategist San Francisco, CA
- media strategist San Francisco, CA
- senior strategy consultant San Francisco, CA
- account strategist San Francisco, CA