Sr. Banking Advisor

NRT (National Revenue Tax)

San Francisco, CA, United States
Base: $158,010 - 268,640 usd; bonus/equity: discre...
Complex wealth management banking
Loan and lease agreement negotiation
Client relationship development
Northern Trust is a globally recognized, award-winning financial institution with over 130 years of financial experience serving sophisticated clients worldwide

Job Summary

  • Northern Trust is a globally recognized, award-winning financial institution with over 130 years of financial experience serving sophisticated clients worldwide.
  • The role balances high-level operational execution with strategic direction development and involves managing complex client relationships and cross-selling financial services.
  • Northern Trust offers a comprehensive benefits package including retirement, health, paid time off, and a discretionary bonus program with potential equity components.

Matching Summary

Northern Trust is a globally recognized, award-winning financial institution with over 130 years of financial experience serving sophisticated clients worldwide.

Salary

Base: $158,010 - 268,640 USD; Bonus/Equity: Discretionary bonus program may include equity component; Benefits: Comprehensive package including retirement, health, paid time off, and more

Skills & Requirements

Must-have

  • Complex wealth management banking
  • Loan and lease agreement negotiation
  • Client relationship development
  • Financial analysis and client servicing
  • Credit and treasury management
  • Negotiation and leadership skills

Nice-to-have

  • Flexible and adaptable to change
  • Cross-functional problem solving
  • Strategic business function development
  • Consulting and team leadership
  • Excellent oral and written communication

Key Requirements

  • At least 5 years financial analysis experience
  • Experience in commercial lending or leasing
  • Knowledge of investments, trust, and financial consulting
  • Formal education and experience in banking industry
  • Ability to lead functional teams or projects

Work Rights

Not specified

Tailored Resume

Cover Letter