Sr Account Manager, WM Advisory

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 worlds 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 22000 partners we serve the worlds most sophisticated clients using leading technology and exceptional service.

Senior Account Manager Wealth Management Advisory

As a Senior Account Manager on the Wealth Management Advisory team you support complex client relationships by coordinating the administration of fiduciary accounts and partnering closely with Trust Advisors and Client Support Services. This role is responsible for daytoday client servicing issue resolution account oversight and support of business development efforts.

Key Responsibilities

Client & Account Management

• Coordinate administration for complex fiduciary investment management estate settlement guardianship and custody accounts.
• Serve as a primary point of contact for client service requests responding to inquiries and communicating resolutions clearly and timely.
• Develop and maintain a strong working knowledge of governing documents account agreements and trust policies.
• Ensure accurate account setup maintenance and documentation including fees services and system records.

Service Execution & Process Oversight

• Oversee client servicing events by developing action plans ensuring execution and providing ongoing status updates to clients.
• Partner with the Client Support Services Team on account openings and closings cash movements fee setups and transaction processing.
• Assist Trust Advisors with account acceptance discretionary request analysis compliance management and annual account reviews.
• Identify opportunities to enhance service efficiency improve processes and strengthen service delivery.

Collaboration & Business Support

• Act as a key partner to Trust Advisors by supporting client meetings presentations and business development activities.
• Facilitate discussions help drive decisions and serve as a subject matter expert and mentor to junior team members.
• Maintain working knowledge of business applications and digital tools critical to relationship management and client engagement.

Qualifications

Required

• In-depth functional and industry knowledge of personal trust estate guardianship and advisory services.
• Knowledge of internal bank trust functions.
• Strong analytical problem-solving organizational and communication skills.
• Ability to work independently in a dynamic changing environment.
• Solid technical and systems aptitude.

Preferred

• Bachelors degree or equivalent relevant work experience.
• Minimum three to five years of experience in trust administration financial servicing or related roles.

Work Environment

• This is an office-based position. Duties and responsibilities must be performed onsite to support effective collaboration and client service.

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.

Wed love to learn more about how your interests and experience could be a fit with one of the worlds 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 .

We hope youre 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.