Sr Client Advisor, Wealth Management Advisory (Finance)
About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
Major Duties:
1. Manages assigned account base of wealth management clients by working with clients and their professional advisors to develop a thorough understanding of the clients' needs and goals. Primarily responsible for leading client conversations that incorporate Northern Trusts Goals Driven Wealth Management and Holistic framework process.
2. Maintains a working knowledge of various NT resources and utilizes knowledge, experience, and NT resources to identify opportunities for relationship enhancement including collaboration with Trust Advisors, Wealth Advisors, and Regional Wealth Advisors to provide holistic advice and solutions to clients and prospects.
3. Exhibits knowledge of Advisory Practice services/offerings (including estate and financial planning), capital markets, banking products/offerings, asset management, financial planning and prudent investment principles.
4. Cultivate relationships with and works closely with external advisors, including attorneys, accountants and other professionals, to deepen relationships and provide coordinated approach to client servicing.
5. Understands and complies with internal policies, processes and procedures to effect prudent risk management and judgment including thorough knowledge of agency and custody account agreements and administrative and compliance related requirements. Recognizes relationship risk issues and seeks appropriate resolution.
6. Grows existing book of business thorough additions and referrals and where appropriate, travels to meet with clients considering revenue, new business opportunities, or servicing requirements.
7. Provides proactive advice to clients on NTs' products/services, emerging issues, and appropriate actions for the client.
8. Teaches and mentors less experienced partners. Provides leadership on projects and committees
Knowledge:
• Excellent oral and written communication skills are required
• Knowledge of financial products and services, usually acquired through related work experience, is required
• Knowledge of investments, fiduciary relationships, estate planning, financial planning, capital markets, banking and operations usually acquired through formal education or related experience is required
• Highly flexible and adaptable to change
• Skills in negotiating, problem solving, delegating, leadership, and sales are required
Experience:
• A College or University degree is preferred. A minimum of 10 years of experience in asset servicing, relationship management, personal trust, investment management or related fields is preferred.
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com .
We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
