Wealth Management Specialist
6 days ago
Northern Trust is a leading global financial institution with a rich history dating back to 1889. As a Fortune 500 company, we have established ourselves as a trusted provider of innovative financial services and guidance to individuals, families, and institutions.
Our commitment to service, expertise, and integrity has enabled us to build long-lasting relationships with our clients, who value our ability to provide tailored solutions to their complex financial needs.
We take pride in our team of experienced professionals who work tirelessly to deliver exceptional results and exceed our clients' expectations.
Key Responsibilities- Manage a portfolio of high-net-worth clients, working closely with our client service team to develop a deep understanding of their financial goals and objectives.
- Exhibit a thorough knowledge of governing documents and account agreements, as well as fiduciary duties, applicable laws, and regulations.
- Provide proactive advice to clients on our products and services, emerging issues, and regulatory changes, and recommend appropriate actions to enhance their financial well-being.
- Maintain extensive knowledge of our resources and utilize fiduciary knowledge, experience, and resources to identify opportunities for relationship enhancement.
- Build and maintain relationships with referral sources and external professional advisors to grow our business and identify new opportunities.
To be successful in this role, you will need:
- A college or university degree, or relevant work experience.
- 12-15 years of experience as a relationship manager or attorney in trust administration, estate administration, estate planning, or related fields.
- A JD or similar credential is strongly preferred.
As a Northern Trust partner, you will have the opportunity to work with a talented team of professionals who share your passion for delivering exceptional results. We offer a comprehensive benefits package, including retirement and pension plan contributions, health and welfare benefits, paid time off, parental and caregiver leave, life insurance, and other wellbeing benefits.
We are committed to creating a flexible and collaborative work environment that supports your career growth and well-being. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.
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