Current jobs related to Senior Account Manager - Winnetka - Northern Trust
-
Account Manager
2 days ago
Winnetka, Illinois, United States Northern Trust Corporation Full timeAbout Northern TrustNorthern Trust is a globally recognized financial institution with a rich history dating back to 1889. As a Fortune 500 company, we provide innovative financial services and guidance to the world's most successful individuals, families, and institutions.Job SummaryWe are seeking a highly skilled Account Manager to join our team. The...
-
Account Manager
1 week ago
Winnetka, Illinois, United States Northern Trust Corporation Full timeAbout Northern TrustNorthern Trust is a globally recognized financial institution with a rich history dating back to 1889. As a Fortune 500 company, we provide innovative financial services and guidance to the world's most successful individuals, families, and institutions.Job SummaryWe are seeking a highly skilled Account Manager to join our team. The...
-
Senior Managing Director
2 days ago
Winnetka, Illinois, United States Northern Trust Full timeAbout Northern TrustNorthern Trust is a globally recognized financial institution with a rich history dating back to 1889. As a Fortune 500 company, we have established ourselves as a leader in the industry, providing innovative financial services and guidance to individuals, families, and institutions.Our commitment to service, expertise, and integrity has...
-
Account Manager
4 months ago
Winnetka, United States Northern Trust Corporation Full timeAbout Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our...
-
Sr Accountant
3 weeks ago
Winnetka, United States Medline Industries Full timeJob Summary Job Description The Technical Accounting team under the Medline Global Controllership group is responsible conducting technical guidance research and analyses, implementing new accounting pronouncements, compiling global accounting policies, and driving financial reporting process improvements for the entire Medline organization across more than...
-
Sr Accountant
3 weeks ago
Winnetka, United States Medline Full timeJob Summary Job Description The Technical Accounting team under the Medline Global Controllership group is responsible conducting technical guidance research and analyses, implementing new accounting pronouncements, compiling global accounting policies, and driving financial reporting process improvements for the entire Medline organization across more than...
-
Senior Accountant
2 months ago
Winnetka, United States Medline Full timeJob Summary Job Description Perform customer contract review and analysis to assess the appropriate accounting treatment in accordance with revenue accounting standard (ASC 606) for over $20 billion in net sales for Medline's care channels. Act as subject matter expert on the accounting for arrangements that include multiple performance obligations, rebates,...
-
Winnetka, Illinois, United States Medline Full timeJob Overview Position Title: Senior Manager of Information Systems Applications Role Summary: We are in search of a seasoned and proficient Senior Manager of Information Systems (IS) Applications to spearhead our organization's software application development and management initiatives. In this pivotal role, you will be accountable for directing the design,...
-
Senior Financial Analyst
2 weeks ago
Winnetka, Illinois, United States Medline Industries Full timeJob SummaryThe Senior Financial Analyst at Medline Industries plays a pivotal role within the Global Reporting & Analytics team in Finance, leading key projects for Medline's global business units and Finance Presidents. This position involves driving the development of new processes and enhancing existing ones to support Medline's sustained growth. Strong...
-
Senior Managing Director
2 weeks ago
Winnetka, Illinois, United States Northern Trust Full timeAbout the RoleNorthern Trust, a leading global financial institution, is seeking a seasoned professional to fill the position of Senior Managing Director. As a key member of our team, you will be responsible for overseeing the strategic direction and operations of our offices or locations.Key ResponsibilitiesDevelop and implement business strategies to drive...
-
Senior Financial Analyst
2 weeks ago
Winnetka, Illinois, United States Medline Industries Full timeJob SummaryJob DescriptionMedline Industries is seeking a highly skilled Senior Financial Analyst to join our team. This individual will partner with the Sterile Procedure Tray Division on various projects, supporting category growth, margin improvement, and forecasting. The successful candidate will deliver meaningful and actionable revenue and...
-
Senior Financial Analyst
2 weeks ago
Winnetka, Illinois, United States Medline Industries Full timeJob SummaryJob DescriptionMedline Industries is seeking a highly skilled Senior Financial Analyst to join our team. This individual will partner with the Sterile Procedure Tray Division on various projects, supporting category growth, margin improvement, and forecasting. The successful candidate will deliver meaningful and actionable revenue and...
-
Senior Auditor Internal
3 weeks ago
Winnetka, United States Medline Industries Full timeJob Summary Job Description Medlines mission is to improve the overall operating performance of healthcare. We achieve that by offering over 300K products in more than 100 countries. With 50+ years of consecutive revenue growth and over $23B in annual sales, Medline leverages our agility and scale to help customers improve health outcomes, engage with...
-
Finance/Accounting Intern
3 weeks ago
Winnetka, United States Medline Industries Full timeJob Summary With more than 50+ years of consecutive growth, weve created a dynamic workplace where over 36,000 employees worldwide are empowered to grow and add to our entrepreneurial culture. To support our continued growth, were looking to add new talent, like you, to our team! Our people are genuine, creative, and proactive problem solvers who have...
-
Finance/Accounting Intern
3 weeks ago
Winnetka, United States Medline Full timeJob Summary With more than 50+ years of consecutive growth, we've created a dynamic workplace where over 36,000 employees worldwide are empowered to grow and add to our entrepreneurial culture. To support our continued growth, we're looking to add new talent, like you, to our team! Our people are genuine, creative, and proactive problem solvers who have...
-
Senior Analyst Financial
3 weeks ago
Winnetka, United States Medline Industries Full timeJob Summary Job Description The Senior Financial Analyst at Medline plays a pivotal role within the Global Reporting & Analytics team in Finance, leading key projects for Medline's global business units and Finance Presidents. This position involves driving the development of new processes and enhancing existing ones to support Medline's sustained growth....
-
Senior Financial Analyst
3 weeks ago
Winnetka, United States Medline Industries Full timeJob Summary Job Description Medline Industries has an immediate need for a Senior Financial Analyst based primarily at the corporate HQ (Northfield, IL). This individual will partner with the Sterile Procedure Tray Division on a variety of projects supporting category growth, margin improvement, and forecasting. This role will deliver meaningful and...
-
Senior Financial Analyst
1 week ago
Winnetka, Illinois, United States Medline Full timeJob SummaryMedline Industries is seeking a highly skilled Senior Financial Analyst to join our team at our headquarters in Northfield, IL. This role involves analyzing and interpreting complex financial data to inform business decisions and drive strategic growth.Key ResponsibilitiesAnalyze financial results, trends, and metrics on a monthly basis to...
-
Senior Change Management Consultant
3 weeks ago
Winnetka, Illinois, United States Medline Full timeJob Overview Position Summary As a Lead Change Management Specialist, you will spearhead initiatives aimed at enhancing employee engagement and ensuring seamless transitions during organizational changes. Your primary goal will be to facilitate quicker adaptation and improved proficiency among employees, ultimately driving value creation and maximizing...
-
Senior Financial Analyst
2 weeks ago
Winnetka, Illinois, United States Medline Industries Full timeJob SummaryMedline Industries is seeking a highly skilled Senior Financial Analyst to join our team at our headquarters in Northfield, IL. This position involves analyzing and investigating complex financial information to provide strategic support to senior Operations leaders.Key ResponsibilitiesAnalyze financial results, trends, and metrics on a monthly...
Senior Account Manager
4 months ago
About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
We have a balanced hybrid working model to ensure you get the flexibility you need, and the successful candidate will spend their time between working in the office and working from home.
The Sr. Account Manager will be responsible for maintaining client relationships by coordinating administration of complex fiduciary, investment management, estate settlement, guardianship, and/or custody accounts. This Partner establishes and maintains the account, responds to client inquiries, produces action plans and reports, and oversees transaction processing in coordination with the Client Support Services Team. The partner assists Wealth Management Trust Advisors, Estate Settlement Administrators, Guardianship Administrators and/or Client Advisors with client requests, meetings, business development and creating client presentations.
Key responsibilities include:
1. Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
2. Develops and maintains working knowledge of governing documents and account agreements.
3. Receives service requests from clients and partners and communicates to service partners; obtains appropriate information from partners and clients to facilitate service changes or transactions.
4. Coordinates resolution of client issues; informs client of steps taken to resolve requests or problems.
5. Oversees development of appropriate action plans for client servicing events and ensures execution and follow-up; communicates with clients regularly to inform them of account set-up or status, document requests, or other information.
6. Engages the Client Support Services Team on execution of client servicing events, account opening and closing, cash movement, and fee set-ups.
7. Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors in account acceptance process, discretionary request analysis and process, compliance management and annual account review process; ensures appropriate documentation is collected and imaged; ensures systems information is up-to-date; ensures accurate set up and review of fees; documents services provided, specialized procedures, and ongoing written communications with client as appropriate in managing daily activity.
8. Develops and maintains a working knowledge of various business applications critical to relationship management including client on-line tools.
9. Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors with business development and client presentations. Identifies service efficiency enhancements, process improvements, and service delivery using creative and proactive measures.
10. Able to serve as a key subject-matter expert and mentor to other more junior-level employees.
11. May manage daily operational activities and supervise day-to-day work of junior-level employees (but not a formal management role).
12. More technically sound in area of expertise and has broader knowledge of other areas.
13. Delivers a work product that requires less revision.
14. Able to facilitate discussions and reach decisions.
The successful candidate will benefit from having:
Excellent oral and written communication skills are required.
In-depth Functional / Industry Knowledge of personal trust, estate, guardian and Advisory services and products, usually acquired through related work experience, is required.
Knowledge of internal bank trust functions is required.
Analytical, problem solving, and organizational skills are required.
Highly flexible and adaptable to change.
Technical skills / systems knowledge (e.g. Peoplesoft) is required.
A College or University degree and/or relevant proven work experience is preferred. 5-7 years' experience in financial servicing or related experience/credentials preferred.
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve Join a workplace with a greater purpose.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.
We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
#J-18808-Ljbffr
