Account Manager, Wealth Management Advisory

Northern Trust Corporation

Base: $67,500 - $111,500 usd; bonus/equity: discre...
Not specified (suggested: hybrid)
5-7 years financial servicing experience
Knowledge of personal trust and estate services
Strong verbal and written communication skills
Northern Trust Corporation is seeking an Account Manager for its Wealth Management Advisory team to maintain and coordinate client relationships involving complex fiduciary and investment management accounts. The ideal candidate should possess strong communication skills, a background in financial services, and a proactive approach to client servicing

Job Summary

  • The Account Manager coordinates the administration of complex fiduciary, investment management, and estate settlement accounts for sophisticated clients.
  • Northern Trust offers a comprehensive benefits package including retirement plans, health coverage, and a discretionary bonus program with potential equity components.
  • The role requires collaborating with cross-functional teams to deliver integrated banking, investment, and trust solutions tailored to client needs.

Matching Summary

Match Score: 85

Northern Trust Corporation is seeking an Account Manager for its Wealth Management Advisory team to maintain and coordinate client relationships involving complex fiduciary and investment management accounts. The ideal candidate should possess strong communication skills, a background in financial services, and a proactive approach to client servicing.

Salary

Base: $67,500 - $111,500 USD; Bonus/Equity: Discretionary bonus program may include equity component; Benefits: Comprehensive package including 401k, pension, medical, dental, vision, and paid time off

Skills & Requirements

Must-have

  • 5-7 years financial servicing experience
  • Knowledge of personal trust and estate services
  • Strong verbal and written communication skills
  • Experience with complex fiduciary accounts
  • Proficiency in MS Office and Workday systems

Nice-to-have

  • Ability to mentor junior-level employees
  • Proactive process improvement mindset
  • Flexible and adaptable to change
  • Business development assistance capability
  • Subject matter expertise in advisory services

Key Requirements

  • College degree or relevant proven work experience
  • Functional industry knowledge of trust and estate products
  • Analytical, problem-solving, and organizational skills

Work Rights

Not specified

Tailored Resume

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