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69622 Requisition #
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Responsible for providing goals-based wealth plan consulting services to high-income/net worth individuals and families, including professionals, corporate executives, business owners and others with complex financial circumstances. Collaborate with Lead Relationship Manager and other client service team members to integrate client service delivery. Contribute to thought leadership in wealth planning and mentoring of other partners. Engage with the professional advisor community to advance Northern Trust’s brand and reputation.

 

• Work directly with clients to develop an advisory relationship and gather information related to client’s financial circumstances and goals.

• Analyze overall personal financial condition including complex retirement plans, estate plans, investments, taxes, insurance, cash flow, cash management and budgets.

• Determine client financial objectives, risk tolerance and capital requirements.

• Counsel and advise clients on general financial forecasts and trends.

• Develop a sophisticated goals-based wealth plan to bring client’s financial situation in line with their objectives and consult with client and other advisors (specialists) on a course of action.

• Facilitate implementation of sophisticated wealth plans based on the direction given by the client.

• Interact with client’s other advisors and other Northern Trust service partners in the delivery of coordinated financial and wealth planning services.

• Review account relationships and communicate with relationship managers to identify opportunities for cross-selling bank products and services.

• Actively assist in the sales process and the identification of opportunities to expand client relationships.

• Handle billing for client service hours and maintains individual productivity and contribution records.

• Contribute to the development and monitoring of best practices in the delivery of financial planning services.

• Prepare and deliver presentations relating to the ongoing maintenance of client relationships.

• Develop marketing materials and plans and deliver marketing presentations.

• Serve as a mentor to Associate Wealth Advisors.

• Contribute to Northern Trust wealth planning thought leadership, including marketing resources.

• Actively engage in the cultivation of professional advisor relationships, including attendance at and participation in professional conferences and professional advisor networks.

• Operates independently; has in-depth knowledge of business unit / function

• As subject area expert, provides comprehensive, in-depth consulting and leadership to team and partners at a high technical level

• Carries out activities that are large in scope, cross-functional and technically difficult

• Role is balanced between high level operational execution and development, and execution of strategic direction of business function activities

• Conducts preliminary analysis

• Responsible for direct interaction with different committees and/or management

• Strategic in developing, implementing and administering programs within functional areas

7-10 years in one or more of the stated fields with some consulting experience desired. Knowledge of sophisticated income tax planning, retirement planning, estate planning, investment and asset allocation planning, risk management planning and cash flow planning usually acquired through extensive related work experience. CFP designation or equivalent desired. Effective communicator and collaborative professional. Advanced educational and professional designations and evidence of advanced learning and professional qualification including MBA, CPA, JD, CFA, and/or CIMA desired.

 

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 16,500 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, 2018, Northern Trust Corporation had:


$10.8 trillion in assets under custody/administration
$8.1 trillion in assets under custody
$1.2 trillion in assets under management
$130 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