Senior Account Manager Wealth Management

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. 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.

Key Responsibilities Of The Role

• Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, 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, communicates with service partners, and obtains appropriate information 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, 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; keeps systems information 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 on‑line tools.
• 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.
• 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.

Successful Candidate Will Benefit From Having

• Excellent oral and written communication skills.
• In‑depth functional / industry knowledge of personal trust, estate, guardian, 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 / system knowledge (e.g., Peoplesoft).
• A college or university degree and/or relevant proven work experience is preferred.
• 5‑7 years of experience in financial servicing or related experience/credentials preferred.

Salary Range

$70,490 – 119,890 USD

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well‑being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

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.