At a glanceSummarised by Seekless from the posting.
Must have2
Broad knowledge of personal financial planning
10–15 years of industry experience, including substantial relationship management, portfolio management, fiduciary, and/or sales experience
Nice to have1
Completion of any of the following is highly preferred: MBA and/or CFA, CFP, CIMA, CPWA, CAIA, CTFA and/or any professional designation that aligns with the financial services industry/wealth management
Eligibility1
Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future
Benefits
Work from home flexibility
Philanthropy opportunities
About Northern Trust
As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.
Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.
With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
Role Summary
Owns the retention and growth of high-potential (Tier IV) high net worth (HNW) and ultra-high new worth (UHNW) client relationships through a defined, structured, consistent sales and service model. Leads relationship planning, coordinates product specialists, delivers advice-driven solutions, and identifies opportunities to deepen client engagement.
Key Responsibilities
•
Evaluate, develop, and implement comprehensive client relationship plans, overseeing clients’ total relationship.
•
Assess clients’ banking and investment needs and identify growth opportunities.
•
Build relationships, engage specialists, close sales, and ensure smooth service delivery.
•
Structure and negotiate complex loans within lending limits while maintaining credit quality.
•
Advise clients on financial issues, products, services, tax and regulatory changes, and market conditions.
•
Coordinate partner teams to deliver accurate, timely solutions.
•
Engage and coordinate with clients’ external advisors (attorney, CPA, etc.).
•
Provide feedback on team members’ contributions to results.
Qualifications
•
Broad knowledge of personal financial planning.
•
10–15 years of industry experience, including substantial relationship management, portfolio management, fiduciary, and/or sales experience.
•
Completion of any of the following is highly preferred: MBA and/or CFA, CFP, CIMA, CPWA, CAIA, CTFA and/or any professional designation that aligns with the financial services industry/wealth management.
Work Authorization
Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).
Working with Us
As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.
Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.
Reasonable Accommodation
Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected], or alternatively you can discuss your individual requirements with the recruiter you are working with.