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Vice President/Director, US Wealth Advisory Senior Portfolio Consultant

ExperiencedNo visa sponsorship

Asset Management

Posted 2 months ago

No clicks

Senior role on the US Wealth Advisory Investment Product team providing portfolio consulting, client solutions, and portfolio construction expertise to wealth advisors. The consultant will partner with advisors and internal partners to design investment solutions, deliver analytics and thought leadership, and support client conversations. This senior position requires strong technical investment knowledge, consultative skills, and the ability to influence across teams and locations including Chicago, New York and Boston.

Compensation: Not specified
City: Chicago, New York City, Boston
Country: United States

Full Job Description

Vice President/Director, US Wealth Advisory Senior Portfolio Consultant

Location: Chicago, Illinois Additional Locations:

Princeton NJ; New York NY; Boston MA

See More

Team: Investment Product Job Requisition #: R255525 Date posted: Jän.. 16, 2026

Apply

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Vice President/Director, US Wealth Advisory Senior Portfolio Consultant

Compensation

Not specified

City: Chicago, New York City, Boston

Country: United States

Asset Management

2 months ago

No clicks

ExperiencedNo visa sponsorship

Senior role on the US Wealth Advisory Investment Product team providing portfolio consulting, client solutions, and portfolio construction expertise to wealth advisors. The consultant will partner with advisors and internal partners to design investment solutions, deliver analytics and thought leadership, and support client conversations. This senior position requires strong technical investment knowledge, consultative skills, and the ability to influence across teams and locations including Chicago, New York and Boston.

Full Job Description

Vice President/Director, US Wealth Advisory Senior Portfolio Consultant

Location: Chicago, Illinois Additional Locations:

Princeton NJ; New York NY; Boston MA

See More

Team: Investment Product Job Requisition #: R255525 Date posted: Jän.. 16, 2026

Apply

Save job

SIMILAR OPPORTUNITIES

Director, Global Marketing & Digital Wealth U.S. Wealth Advisory Marketing Team, High Net Worth Marketing

BlackRock

Added 2 months ago

VP, Wealth Management Advisory Attorney

Morgan Stanley

Added 2 months ago

Vice President, Associate Wealth Strategist

BNY Mellon

Added 2 months ago

J.P. Morgan Wealth Management - Vice President, Investment Product Specialist

J.P. Morgan

Added 2 months ago

Director of Risk & Portfolio Advisory – US Fundamental Equity

Schonfeld

Added 2 months ago

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