Sr Account Manager, Wealth Management Advisory

Northern Trust Corporation

Not specified; not specified; not specified
Hybrid
In-depth knowledge of personal trust services
Experience with estate settlement and guardianship
Proficiency in client on-line tools and systems
Northern Trust Corporation is seeking a Senior Account Manager for their Wealth Management Advisory team. This hybrid role involves maintaining complex client relationships through effective account management and collaboration with various teams, requiring strong communication skills and industry knowledge

Job Summary

  • The role involves maintaining complex client relationships by coordinating the administration of fiduciary, investment management, and custody accounts.
  • Candidates will assist Wealth Management Trust Advisors and other specialists with business development, client presentations, and compliance management.
  • Northern Trust offers a flexible and collaborative work culture where movement within the organization is encouraged and senior leaders are accessible.

Matching Summary

Match Score: 85

Northern Trust Corporation is seeking a Senior Account Manager for their Wealth Management Advisory team. This hybrid role involves maintaining complex client relationships through effective account management and collaboration with various teams, requiring strong communication skills and industry knowledge.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • In-depth knowledge of personal trust services
  • Experience with estate settlement and guardianship
  • Proficiency in client on-line tools and systems
  • Strong verbal and written communication skills
  • Analytical problem-solving and organizational abilities

Nice-to-have

  • Ability to mentor junior-level employees
  • Proactive process improvement initiatives
  • Flexible and adaptable work culture fit
  • Collaborative team environment experience

Key Requirements

  • 5-7 years of financial servicing or related experience
  • College degree or relevant proven work experience preferred
  • Technical skills including Workday systems knowledge

Work Rights

Not specified

Tailored Resume

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