Career Intelligence

What's next for Senior Portfolio Specialist?

Explore career trajectories based on data from millions of professional social network profiles. See the paths people take, the roles they grow into, and how careers evolve over time.

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2021
Peak year · 130 people
20
Started here (first job)
Product Manager
Top role after 5 years
Vice President Financial Advisor
Top role after 10 years

Career Flow Over Time

Above zero: People still in this role. Below zero: Where they went after (stacked by destination).

Where They Come From

Previous roles people held before becoming Senior Portfolio Specialist.

Career Transitions by Time Period

Top roles people move into after Senior Portfolio Specialist, broken down by years after.

Role +1y +2y +5y +10y +20y
Financial Consultant 20.0% 20.0%
Owner 20.0% 20.0%
Director and Portfolio Manager - Private Wealth Management 10.0% 10.0% 11.1% 12.5%
Financial Analyst 10.0% 11.1% 100.0%
Product Manager 22.2% 12.5%
Director VP - Southern Region 10.0% 11.1%
Senior Manager Personal Investments 10.0% 11.1%
Senior Client Service Manager 10.0% 11.1%
Global Transitions Lead 10.0% 11.1%
Senior Vice President 10.0%
Director, Financial Planning 10.0%
Investment Management Consultant III 10.0%
AVP, Trading Services Technical Lead 10.0%
Managing Director, Head of Business Development 10.0%
Director of Strategic Initiatives 11.1%

Where They Go Over Time

Top roles at each career milestone after becoming Senior Portfolio Specialist.

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