Wealth Management Specialist

6 days ago

San Francisco, California, United States Northern Trust Corporation Full time

About Northern Trust Corporation:

Northern Trust Corporation, a leading global financial institution, has been a trusted partner for over 130 years, providing innovative financial services and guidance to the world's most successful individuals, families, and institutions.

We remain true to our enduring principles of service, expertise, and integrity, serving the world's most sophisticated clients using leading technology and exceptional service.

Key Responsibilities:

  • Develop and maintain relationships with clients, identifying opportunities to expand our services and deepen our partnerships.
  • Develop and execute marketing strategies to attract new clients and grow existing relationships.
  • Manage complex client relationships, providing expert guidance on wealth management, banking, and treasury services.
  • Apply knowledge of credit policy, banking products, and risk management to serve clients' needs.
  • Identify and pursue new business opportunities, leveraging our expertise in investment and fiduciary services.
  • Structure and negotiate complex loan and lease agreements, ensuring compliance with established guidelines.
  • Analyze and negotiate loan terms, including special pricing conditions, interest rates, and swaps.
  • Provide expert advice and consultation to clients on Goals-Driven Wealth Management.
  • Generate leads through established relationships and cultivate a network of contacts.
  • Oversee and negotiate the preparation of documentation necessary for financing agreements.

Requirements:

  • Advanced knowledge of the banking industry, competition, and financing, typically acquired through formal education and experience.
  • Knowledge of investments, trust, and financial consulting concepts to identify cross-selling opportunities.
  • Strong negotiation, leadership, and sales skills to develop client and prospect relationships and a partner network.
  • Excellent oral and written communication skills.
  • Highly flexible and adaptable to change.

Qualifications:

  • 3-5 years of experience in financial analysis and commercial credit.
  • Business development experience.
  • Ability to lead small projects with manageable risks and resource requirements.

About Working with Us:

We value an inclusive workplace and understand flexibility means different things to different people. We're committed to working with and providing reasonable accommodations to individuals with disabilities.

We're a company committed to assisting the communities we serve, and we're proud to be part of a flexible and collaborative work culture.

  • Wealth Management Specialist NPD

    1 month ago

    San Francisco, California, United States Bank of America Full time

    Wealth Management Specialist - NPD San Francisco, California Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based...

  • Wealth Management Consultant

    2 weeks ago

    San Francisco, California, United States Freestone Capital Management Full time

    Freestone Capital Management is a premier wealth advisory firm focused on providing outstanding service to our clients. We are in search of a Wealth Management Consultant to assist affluent individuals in realizing their financial aspirations while fostering enduring relationships.About Our Firm:Independent Wealth Advisory: Operating in multiple locations,...

  • Private Wealth Manager

    3 hours ago

    San Francisco, California, United States First Citizens Bank Full time

    Job SummaryFirst Citizens Bank is seeking a highly skilled Private Banker II to join our Wealth Management division. As a Private Banker II, you will play a critical role in supporting the growth and profitability goals of our division through new business development and client retention activities.Key ResponsibilitiesClient Acquisition: Acquire clients for...

  • Wealth Management Advisor

    2 weeks ago

    San Francisco, California, United States Cedent Consulting Full time

    Title: Wealth Management Advisor @ Cedent Consulting.Terms of Hire: Full Time.Job Description:Business Overview: Cedent Consulting is a premier provider of integrated wealth management and investment solutions tailored for individuals, corporations, and institutions. We are recognized as one of the largest entities in the industry, specializing in...

  • Wealth Relationship Support Specialist

    2 days ago

    San Francisco, California, United States Wells Fargo Full time

    **Job Summary**We are seeking a highly skilled and motivated Wealth Relationship Support Specialist to join our team at Wells Fargo. As a key member of our Wealth Management group, you will play a critical role in providing exceptional client service and support to our ultra-high net worth customers.**Key Responsibilities:**Provide client services for...

  • Wealth Management Advisor

    2 weeks ago

    San Francisco, California, United States Rockefeller Capital Management Full time

    About Rockefeller Capital ManagementRockefeller Capital Management, established in 2018, stands as a premier independent financial advisory firm. Originally founded in 1882 as the family office of John D. Rockefeller, the firm has expanded its services to provide strategic guidance to ultra- and high-net-worth individuals, families, institutions, and...

  • Wealth Management Advisor

    2 weeks ago

    San Francisco, California, United States Rockefeller Capital Management Full time

    About Rockefeller Capital ManagementRockefeller Capital Management, founded in 2018, stands as a premier independent advisory firm in the financial services sector. Originally established in 1882 as the family office of John D. Rockefeller, the firm has transformed to provide strategic guidance to ultra- and high-net-worth individuals, families,...

  • Private Wealth Investment Management Specialist

    7 days ago

    San Francisco, California, United States Bank of America Full time

    About the RoleWe are seeking a highly skilled Investment Portfolio Manager to join our team at Bank of America. As a key member of our Wealth Management division, you will be responsible for defining the investment management philosophy for our clients and developing portfolio analysis and expertise in a wide range of investment product areas.Key...

  • Senior Relationship Manager

    4 days ago

    San Francisco, California, United States Deutsche Bank Full time

    About the RoleDeutsche Bank's Wealth Management business is one of the largest wealth managers worldwide, offering a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management.Key ResponsibilitiesDevelop, manage, and maintain overall relationship with clients, providing a holistic...

  • Wealth Management Associate

    5 days ago

    San Francisco, California, United States Baker Avenue Full time

    About the RoleBakerAvenue is seeking a highly motivated and detail-oriented Wealth Associate to join our Wealth Advisory team. As a Wealth Associate, you will play a critical role in providing administrative and client engagement support to our team of experienced wealth advisors.Key ResponsibilitiesProvide exceptional administrative support to the Wealth...

  • Senior Wealth Advisor

    2 weeks ago

    San Francisco, California, United States First Citizens Full time

    OverviewAs a pivotal member of the Wealth Management division, Senior Wealth Advisors play a crucial role in driving growth and enhancing profitability through strategic client engagement and retention initiatives. Build and nurture relationships with High Net Worth (HNW) individuals and families, delivering tailored credit, deposit, and wealth management...

  • Financial Wealth Strategist

    2 weeks ago

    San Diego, California, United States AlphaCore Wealth Advisory LLC Full time

    Company Overview:AlphaCore Wealth Advisory LLC is a dynamic and rapidly expanding wealth management firm dedicated to providing tailored financial solutions for individuals and families. Our approach is innovative, focusing on personalized strategies that align with our clients' unique goals and aspirations.Role Overview:As a Financial Planner at AlphaCore...

  • Wealth Management Specialist

    2 weeks ago

    San Francisco, California, United States Golden 1 Talent Acquisition Team Full time

    Position Overview:As a key member of the Investment Services team, you will engage with clients to provide tailored financial guidance and investment solutions. Your role will involve assessing client needs, recommending appropriate financial products, and ensuring compliance with regulatory standards.Key Responsibilities:Conduct in-depth consultations with...

  • Private Wealth Associate

    3 days ago

    San Francisco, California, United States AllianceBernstein Full time

    Job SummaryWe are seeking a highly skilled and motivated Private Wealth Associate to join our team at AllianceBernstein. As a Private Wealth Associate, you will play a critical role in providing exceptional client service and support to our high-net-worth clients.Key ResponsibilitiesCollaborate with senior professionals to fuel career success and build...

  • Wealth Management Executive

    2 weeks ago

    San Francisco, California, United States ECG Resources Full time

    Position OverviewECG Resources is in search of a Senior Vice President/Private Wealth Advisor to enhance our esteemed Private Client division. This role is pivotal in establishing and nurturing relationships with affluent clients, delivering tailored investment strategies and comprehensive wealth management services.Key Responsibilities:Client Engagement:...

  • Wealth Management Specialist

    3 days ago

    San Jose, California, United States Fidelity Investments Full time

    About the RoleFidelity Investments is seeking a skilled Wealth Management Specialist to join our team. As a key member of our Investor Center, you will engage with clients, providing personalized guidance and planning to help them achieve their financial goals.Key ResponsibilitiesBuild and maintain strong relationships with clients, understanding their...

  • Senior Wealth Management Advisor

    2 weeks ago

    San Francisco, California, United States Charles Schwab Full time

    Position Type: Regular Your opportunity Investor Advice Solutions encompasses Schwab Wealth Advisory, Centralized Service & Operations, and the Tax, Trust, and Estate Group. Schwab Wealth Advisory offers a premier, fee-based, and non-discretionary investment advisory service that fosters personal relationships, specialized support, and continuous guidance...

  • Wealth Management Specialist

    4 days ago

    San Francisco, California, United States Jobs via eFinancialCareers Full time

    About the RoleWe are seeking a highly skilled Wealth Management Consultant to join our team at Fidelity Investments. As a key member of our Investor Center, you will play a critical role in providing exceptional client service and building strong relationships with our clients.Key ResponsibilitiesEngage face-to-face with clients to understand their financial...

  • Private Wealth Investment Management Expert

    7 days ago

    San Francisco, California, United States The Bank of America Corporation Full time

    Join a Leading Wealth Management FirmMerrill Wealth Management is a renowned provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As a leading business in the world, we offer a wide range of services including:Wealth Management: Our team of experts provides personalized wealth...

  • Wealth and Influence Journalist

    1 week ago

    San Francisco, California, United States The San Francisco Standard Full time

    The San Francisco Standard is expanding its editorial team and is in search of a dedicated and experienced Wealth and Influence Journalist. As a full-time contributor, you will be responsible for unraveling the complex interplay of power, wealth, and influence that characterizes the San Francisco Bay Area. We are looking for a candidate with a profound...