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About the role

Northern Trust in San Diego seeks an experienced investment professional to manage investment activities for major fee accounts, including trusts and portfolios. You will work with Investment Advisors to align strategies with client needs and coordinate with the broader client service team. The candidate should bring 2–4 years in investment services, strong analytical skills, and the ability to mentor junior staff while adhering to risk guidelines and best practices.

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JOB OVERVIEW

Experience level

Senior

Location

San Diego, CA

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

12 days ago

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