Sr. Account Manager, Wealth Management

Northern Trust

Grand Rapids, Michigan, United States
Base: $70,490 - $119,890 usd; bonus/equity: discre...
Hybrid
In-depth knowledge of personal trust services
Experience with estate and guardianship products
Proficiency with internal bank trust functions
Northern Trust is seeking a Senior Account Manager for Wealth Management in Grand Rapids, Michigan, focusing on account administration for complex client relationships. The ideal candidate will have experience in financial services, excellent communication skills, and a strong familiarity with fiduciary and investment management processes

Job Summary

  • Northern Trust is a Fortune 500 company seeking a Senior Account Manager to coordinate complex fiduciary and investment account administration.
  • The role involves resolving client issues, facilitating service changes, and assisting Trust Advisors with business development and compliance management.
  • Candidates will benefit from a comprehensive benefits package including retirement plans, health coverage, and a discretionary bonus program with potential equity.

Matching Summary

Match Score: 85

Northern Trust is seeking a Senior Account Manager for Wealth Management in Grand Rapids, Michigan, focusing on account administration for complex client relationships. The ideal candidate will have experience in financial services, excellent communication skills, and a strong familiarity with fiduciary and investment management processes.

Salary

Base: $70,490 - $119,890 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

  • In-depth knowledge of personal trust services
  • Experience with estate and guardianship products
  • Proficiency with internal bank trust functions
  • Strong analytical and problem-solving skills
  • Excellent oral and written communication skills

Nice-to-have

  • Ability to mentor junior-level employees
  • Proactive approach to service efficiency enhancements
  • Flexible and adaptable to organizational change
  • Technical skills in Peoplesoft or similar systems

Key Requirements

  • 5-7 years experience in financial servicing
  • College or University degree preferred
  • Knowledge of governing documents and account agreements

Work Rights

Not specified

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