Account Manager, WM Advisory

4 weeks ago

Dallas, United States Northern Trust Full time

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.

Account Manager, Wealth Management Advisory

Responsible for maintaining client relationships by coordinating administration of complex fiduciary, investment management, 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, and/or Client Advisors with client requests, meetings, business development and creating client presentations.

Coordinates account administration for fiduciary, investment management, and/or custody accounts for complex client relationships. Develops and maintains working knowledge of governing documents and account agreements. 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. Coordinates resolution of client issues; informs client of steps taken to resolve requests or problems. 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. Engages the Client Support Services Team on execution of client servicing events, account opening and closing, cash movement, and fee set-ups. Assists Trust Advisors, 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. Develops and maintains a working knowledge of various business applications critical to relationship management including client online tools. Assists Trust Advisors, and/or Client Advisors with business development and client presentations. Identifies service efficiency enhancements, process improvements, and service delivery using creative and proactive measures. Able to serve as a key subject-matter expert and mentor to other more junior-level employees. May manage daily operational activities and supervise day-to-day work of junior-level employees (but not a formal management role). More technically sound in area of expertise and has broader knowledge of other areas. Delivers a work product that requires less revision. Able to facilitate discussions and reach decisions.

Qualifications

A College or University degree and/or relevant proven work experience

3+ years’ experience in financial servicing or related experience/credentials

Excellent oral and written communication skills

In-depth Functional / Industry Knowledge of personal trust, and advisory services and products, usually acquired through related work experience

Knowledge of internal bank trust functions

Analytical, problem solving, and organizational skills

Highly flexible and adaptable to change

Technical skills / systems knowledge (e.g. Peoplesoft)

This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite.

2501 N. Harwood, Dallas, 75201

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

  • Account Manager, WM Advisory

    5 days ago

    Dallas, Texas, United States Northern Trust Full time

    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...

  • Senior to Senior Manager- Accounting Advisory

    1 day ago

    Dallas, United States Regal Executive Search Full time

    Senior to Senior Manager- Accounting Advisory / Technical Accounting Job Number: 2424 Job Description Senior Assocaite to Senior Manager – Accounting Advisory / Technical Accounting Manager-level financial consultants work closely with senior management of Fortune 500, mid-cap and start-up companies. Managers lead project teams and interact with clients...

  • Tractor Trailer CDL A Driver

    4 weeks ago

    Dallas, United States WM Full time

    As an EEO/Affirmative Action Employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, or veteran status. Equal Opportunity Employer: Minority/Female/Disability/Veterans **Hours: M-F Multiple Shifts between...

  • Tractor Trailer CDL A Driver

    3 weeks ago

    Dallas, United States WM Full time

    As an EEO/Affirmative Action Employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, or veteran status. Equal Opportunity Employer: Minority/Female/Disability/Veterans **Hours: M-F Multiple Shifts between...

  • Senior Consultant

    3 days ago

    Dallas, United States CrossCountry Consulting Full time

    From the beginning, our goal was to establish an advisory firm that stands apart from the rest - one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our...

  • Director - Accounting Advisory (Dallas)

    4 weeks ago

    Dallas, United States CrossCountry Consulting Full time

    From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind...

  • Transaction Advisory Services Manager

    1 month ago

    Dallas, United States Calvetti Ferguson Full time

    The Transaction Advisory Services Manager at Calvetti Ferguson will primarily work on Transaction Advisory Services with the opportunity to grow into being a Manager in Valuation, Mergers & Acquisition (Sell-Side Representation), Litigation Support and Bankruptcy & Restructuring Services. The primary role of the Manager is to assist in the strategic...

  • Transaction Advisory Services Manager

    4 weeks ago

    Dallas, United States Weaver Full time

    The Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative and entrepreneurial workplace culture. Our leaders truly care about the well-being of all...

  • Transaction Advisory Services Manager

    1 month ago

    Dallas, United States Weaver Full time

    The Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative and entrepreneurial workplace culture. Our leaders truly care about the well-being of all...

  • Transaction Advisory Services Manager

    3 weeks ago

    Dallas, United States Weaver Full time

    The Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative and entrepreneurial workplace culture. Our leaders truly care about the well-being of all...

  • Transaction Advisory Services Manager

    6 days ago

    Dallas, United States Weaver Full time

    The Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative, and entrepreneurial workplace culture. Our leaders truly care about the well-being of all...

  • Small Equipment Operator

    3 weeks ago

    Dallas, United States WM Full time

    As an EEO/Affirmative Action Employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, or veteran status. Equal Opportunity Employer: Minority/Female/Disability/Veteran Pay Range: $19.50 What is the value of a WM...

  • Small Equipment Operator

    3 weeks ago

    Dallas, United States WM Full time

    As an EEO/Affirmative Action Employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, or veteran status. Equal Opportunity Employer: Minority/Female/Disability/Veteran Pay Range: $19.50 What is the value of a WM...

  • Small Equipment Operator

    3 weeks ago

    Dallas, Texas, United States WM Full time

    As an EEO/Affirmative Action Employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, or veteran status.Equal Opportunity Employer: Minority/Female/Disability/VeteranPay Range: $19.50What is the value of a WM job?The value...

  • Oracle EBS WMS Functional Consultant_Dallas TX_Onsite

    3 weeks ago

    Dallas, United States Sailotech Full time

    Job DescriptionJob DescriptionPosition : Oracle EBS WMS Functional Consultant Location: Dallas TX(onsite) Duration: 12 MonthsOracle EBS 12.2.x Warehouse Management system (WMS) functional SpecialistOverall experience 11+ years. Oracle WMS Functional Expert with Implementation experience, including:Experience of at least 3 full life cycle complex Oracle R12...

  • Oracle EBS WMS Functional Consultant_Dallas TX_Onsite

    3 weeks ago

    Dallas, United States Sailotech Full time

    Job DescriptionJob DescriptionPosition : Oracle EBS WMS Functional Consultant Location: Dallas TX(onsite) Duration: 12 MonthsOracle EBS 12.2.x Warehouse Management system (WMS) functional SpecialistOverall experience 11+ years. Oracle WMS Functional Expert with Implementation experience, including:Experience of at least 3 full life cycle complex Oracle R12...

  • Transaction Advisory Services

    4 weeks ago

    Dallas, United States CohnReznick Full time

    Transaction Advisory Services - Healthcare Manager Opportunity ID 7327 Department(s) 1 Advisory Location(s) 1 Dallas Function 1 Transaction and Valuation Advisory Transactional Advisory Services - Healthcare Manager As CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advisory firms, we foster...

  • WMS - HighJump Consultant

    2 months ago

    Dallas, United States CyberTec Full time

    must have linkedin profiles WITH picture client is declining any and all who do not have this (LI must at least match CV) If you submit at all, submit with ALL details do not make me chase you down. Thank you. WMS - HighJump Consultant Location Dallas, TX (FULLY Onsite) - The consultant must be located in Dallas/Fort Worth Duration: 12 months Contract $...

  • WMS - HighJump Consultant

    3 weeks ago

    Dallas, United States CyberTec Full time

    must have linkedin profiles WITH picture client is declining any and all who do not have this (LI must at least match CV) If you submit at all, submit with ALL details do not make me chase you down. Thank you. WMS - HighJump Consultant Location Dallas, TX (FULLY Onsite) - The consultant must be located in Dallas/Fort Worth Duration: 12 months Contract $...

  • Manager | Nonprofit Advisory Services

    3 weeks ago

    Dallas, United States FORVIS Full time

    General information Name ...