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Sr Client Advisor, Wealth Management Advisory

📁
Personal Trust
📅
76100 Requisition #
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Responsible for managing complex custody and agency client relationships with exceptional service and collaborating with colleagues and client’s professional advisors to consider each client's unique financial and wealth planning needs in the context of Northern’s role and the Goals Driven Wealth Management / Holistic Advice framework. Manage complex client relationships with careful oversight, anticipation of client needs, and thoughtful utilization of Advisory resources; where appropriate establish relationships with next generation to strengthen long term relationship stability. Work closely with external advisors, including attorneys, accountants and other professionals, to deepen relationships and provide coordinated approach to client.  
  • Manages assigned account base of wealth management clients by working with clients and their professional advisors to develop a thorough understanding of the clients’ needs and goals. Primarily responsible for leading client conversations that incorporate Northern Trusts Goals Driven Wealth Management and Holistic framework process. 
  • Maintains a working knowledge of various NT resources and utilizes knowledge, experience, and NT resources to identify opportunities for relationship enhancement including collaboration with Trust Advisors, Wealth Advisors, and Regional Wealth Advisors to provide holistic advice and solutions to clients and prospects. 
  • Exhibits knowledge of Advisory Practice services/offerings (including estate and financial planning), capital markets, banking products/offerings, asset management, financial planning and prudent investment principles. 
  • Cultivate relationships with and works closely with external advisors, including attorneys, accountants and other professionals, to deepen relationships and provide coordinated approach to client servicing. 
  • Understands and complies with internal policies, processes and procedures to effect prudent risk management and judgment including thorough knowledge of agency and custody account agreements and administrative and compliance related requirements. Recognizes relationship risk issues and seeks appropriate resolution. 
  • Grows existing book of business thorough additions and referrals and where appropriate, travels to meet with clients considering revenue, new business opportunities, or servicing requirements. 
  • Provides proactive advice to clients on NTs’ products/services, emerging issues, and appropriate actions for the client.  
  • Teaches and mentors less experienced partners. Provides leadership on projects and committees
• An undergraduate degree is preferred with at least 10 years of experience in asset servicing, relationship management, personal trust, investment management or related fields is preferred. 
• Excellent oral and written communication skills are required • Knowledge of financial products and services, usually acquired through related work experience, is required 
• Knowledge of investments, fiduciary relationships, estate planning, financial planning, capital markets, banking and operations usually acquired through formal education or related experience is required 
• Highly flexible and adaptable to change 
• Technical skills / systems knowledge is required Skills in negotiating, problem solving, delegating, leadership, and sales are required  

For more than a century, Northern Trust has worked hard building our legacy of outstanding service, expertise and integrity. From a Chicago-based bank founded in 1889, we now have more than 20 international locations and 18,500 employees globally. We serve the world’s most-sophisticated clients – from sovereign wealth funds and the wealthiest individuals and families, to the most-successful hedge funds and corporate brands.  

We burnished our reputation as a global leader delivering innovative investment management, asset and fund administration, fiduciary and banking solutions enabled by sophisticated, leading technology. And through it all, we continually laid a solid, forward-looking foundation on which future generations can continue growing and achieving greater. 

 As of March 31,2019, Northern Trust Corporation had:  
$10.9 trillion in assets under custody/administration 
$8.2 trillion in assets under custody 
$1.2 trillion in assets under management 
$122 billion in banking assets

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Reasonable Accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), +630-276-5353 (Asia Pacific), +44(0)207 982 4357 (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.

Equal Employment Opportunity Statements
  • APAC EEO Statement
    • APAC EEO STATEMENT

      It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

  • Canada EEO Statement
    • Canada EEO STATEMENT

      Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance.

  • EMEA EEO Statement
    • EMEA EEO STATEMENT

      It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

  • USA EEO Statement
    • USA EEO STATEMENT

      It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status. EEO poster (U.S.)EEO is Law Poster Supplement