Sr Account Mgr, WM Advisory
Northern Trust Corp
- # Sr Account Mgr, WM AdvisoryApplylocations: Ft. Lauderdale, FLtime type: Full timeposted on: Posted Todayjob requisition id: R156815**About Northern Trust** As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions. Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. Major Duties :1. Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.2. Develops and maintains working knowledge of governing documents and account agreements.3. Receives service requests from clients and partners, and communicates to service partners; obtains appropriate information from partners and clients to facilitate service changes or transactions4. Coordinates resolution of client issues; informs client of steps taken to resolve requests or problems.5. 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.6. Engages the Client Support Services Team on execution of client servicing events, account opening and closing, cash movement, and fee set-ups.7. 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; ensures systems information is 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.8. Develops and maintains a working knowledge of various business applications critical to relationship management including client on-line tools.9. 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.10. Able to serve as a key subject-matter expert and mentor to other more junior-level employees11. May manage daily operational activities and supervise day-to-day work of junior-level employees (but not a formal management role)12. More technically sound in area of expertise and has broader knowledge of other areas13. Delivers a work product that requires less revision14. Able to facilitate discussions and reach decisionsKnowledge :Excellent oral and written communication skills are requiredIn-depth Functional / Industry Knowledge of personal trust, estate, guardian and Advisory services and products, usually acquired through related work experience, is requiredKnowledge of internal bank trust functions is requiredAnalytical, problem solving, and organizational skills are requiredHighly flexible and adaptable to changeTechnical skills / systems knowledge (e.g. Peoplesoft) is requiredExperience :A College or University degree and/or relevant proven work experience is preferred. 5-7 years¿ experience in financial servicing or related experience/credentials preferred. **Work Authorization** Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa). **Working with Us** As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve. Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities. **Reasonable Accommodation** Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at View email address on click.appcast.io, or alternatively you can discuss your individual requirements with the recruiter you are working with.
- J-18808-Ljbffr Northern Trust Corp
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Sr Account Mgr, WM Advisory in Florida, NY vacancy
- ...The name "Fairwater" speaks to our firm and steadfast commitment to partnership, equity, and trust. Position Title : Senior Accounts Payable Specialist Reports To : Accounts Payable Manager Schedule : Monday through Friday business hours and additional as required Location...SeniorAccountsWeekly payContract workFor contractorsMonday to Friday
Seacor Holding Inc
Florida, NY1 day ago $110k - $125k
Lyra Technology Group is seeking a Sr Director of Client Services in the Town of Florida... ...lead client relationships and strategic advisory roles, focusing on client retention and... ...least 5 years of B2B experience, ideally in account management or IT services. The role...SeniorAccounts- Northern Trust Corp in Palm Beach, FL is seeking a Senior Personal Banker to provide trusted advisory and comprehensive account servicing for affluent clients. You will manage wires, transfers, deposits, and maintain accurate records while ensuring compliance with banking...SeniorAccounts
- About the job Sr. Accountant Finance Manager Sr. Finance Manager needs 6-8 years of experience in the Accounting/Finance department of a multinational company Sr. Finance Manager requires: Hybrid: 2 - 3x a week; Hours: 7:30 - 4:30 pm CPA Bachelors Degree in Accounting...SeniorAccounts
- ...This role manages fiduciary and investment management accounts for high-net-worth clients, overseeing administration, business development... ...Planning Client Experience and Branding Client Solutions Advisory Decision Making Presentation Skills Process Management Attention...SeniorAccountsShift workDay shift
Bank of America
Florida, NY4 days ago - ...brand consistency across their organizations. Position Summary Smart Source is seeking an experienced, detail-oriented Senior Staff Accountant to join its Finance & Accounting team. This role will take ownership of significant accounting areas across cash, billing,...SeniorAccountsLocal areaRemote work
- ...service. Overview At Northern Trust, the Sr. Relationship Advisor manages complex fiduciary... ...advisors to identify and implement advisory solutions, manages complex fiduciary relationships... ...Specialist background on fiduciary accounts not directly assigned. What You’ll Do...SeniorAccountsWork experience placementH1bWorldwideFlexible hours
Northern Trust
Florida, NY3 days ago $85k - $95k
...your skills and experience — talk with your recruiter to learn more. Base pay range $85,000.00/yr - $95,000.00/yr Overview: Senior Accountant responsibilities include reconciling account balances and maintaining general ledger accuracy and preparing month-end close...SeniorAccountsFull timeContract work- SUMMARY: We are seeking a highly motivated and detail-oriented Senior General Ledger Accountant to join our Corporate Accounting team. This role will be responsible for supporting the monthly close process, maintaining the integrity of the general ledger, preparing, and...SeniorAccountsWork experience placement
$67.75k - $84.01k
...coordination between the Club and internal business teams. This role is accountable for guiding the relationship, maintaining visibility into key... ...development, client services, or a related client‑facing advisory role. Experience supporting multi‑stakeholder client...SeniorAccounts- ...Senior Staff Accountant As a Senior Staff Accountant, you will support our financial reporting processes in the United States, leveraging your expertise in internal control design concepts and taking ownership of key accounting functions. Your responsibilities will include...SeniorAccountsTemporary workWork at office
DHL eCommerce
Florida, NY20 hours ago - ...corporate attorney to join a transactional practice focused on mergers and acquisitions, business transactions, and ongoing corporate advisory work. You will have direct client interaction, lead matters, and collaborate with seasoned attorneys on complex deals. The ideal...Senior
$55k - $89k
...more than just a commission check—you want a career launchpad. At UKG, we don’t hire BDRs to grind through cold calls. We hire future Account Executives and Sales Leaders. Our Global Business Development organization is a critical driver of UKG’s growth strategy, powering...SeniorAccountsTemporary workWorldwideFlexible hoursUKG
Florida, NY3 days ago- ...Title: Sr. Procurement Specialist Location: Lake Mary, FL Duration: 12 Month's 100% Onsite Position: Supply Chain Specialist I Location... ...Prescription Drug Plans Dental Plan Vision Plan Health Savings Account (for High Deductible Health Plans) Flexible Spending Accounts (...SeniorAccountsTemporary workFlexible hours
Abbott
Florida, NY5 days ago - Join to apply for the Sr Accountant role at General Dynamics Ordnance and Tactical Systems Company Overview General Dynamics Ordnance and Tactical Systems (OTS) is a global leader in the design, engineering and production of munitions, energetics, weapons, armaments, and...SeniorAccountsFull timeContract workWork at office
- ...Join One of Florida's Leading Automotive Groups Jenkins Automotive Group is seeking a highly organized and detail-oriented Senior Accounting Specialist to join our accounting team. This position reports directly to the Controller and plays a critical role in maintaining...SeniorAccounts
Jenkins Chrysler Dodge Jeep Ram of Homosassa
Florida, NY5 days ago - ...turn goals into real-world results and help move society forward. Sr Director Business System, Global **Can Be Based out of Any UK/EU... ...) This role offers a competitive Bonus plan that will take into account individual, group,and corporate performance. This position...SeniorAccounts
- Robinhood Asset Management (RAM) is seeking a compliance specialist to build and scale a new advisory business. You will implement supervisory policies, coordinate with teams across Robinhood, and respond to regulatory requests. This role is based in multiple U.S. offices...Senior3 days per week
$115k - $135k
...needs of clients with broader, more complex, and comprehensive advisory needs. Working with a dedicated team of qualified relationship... ...dependents. Lifestyle wallet — a highly flexible benefits spending account for wellness, learning, and more. Employer-paid life &...SeniorAccountsWork at officeFlexible hoursShift work3 days per weekRobinhood
Florida, NY3 days ago- ...A multinational financial services company is seeking a Sr. Accountant Finance Manager in New York. The role requires 6-8 years of experience in finance, along with a CPA and a Bachelor's degree in Accounting. Candidates must have strong analytical skills, be self-motivated...SeniorAccounts
Global Channel Management
Florida, NY5 days ago - Our client is seeking a Commercial Property Accountant to join its growing accounting team. This role is responsible for the full-cycle accounting of a portfolio of commercial properties, ensuring accurate financial reporting, timely month-end close, and exceptional support...SeniorAccounts
- ...so we can enjoy lucrative opportunities and grow our careers both within and beyond sales. What you’ll be doing: As a Senior Inside Account Executive, Facility Solutions—Commercial, you are a strategic Account Executive responsible for driving retention and growth within...SeniorAccountsWork at officeFlexible hours
- Title: Sr. Procurement Specialist Location: Lake Mary, FL Duration: 12 Month's 100% Onsite Position: Supply Chain Specialist I Location... ...Drug Plans Dental Plan Vision Plan Health Savings Account (for High Deductible Health Plans) Flexible Spending Accounts (...SeniorAccountsTemporary workFlexible hours
- ...A growing private investment organization is looking to add a Senior Accountant to its internal finance group. This position works closely with senior leadership and plays a key role across both corporate accounting and investment fund operations. The individual hired...SeniorAccounts
Selby Jennings
Florida, NY2 days ago $64.5k - $129.5k
...looking for a full‑time Proposal Team Member to join our Sustainability Services Team. In this role, you’ll collaborate closely with Account Executives and technical directors to lead and manage the full lifecycle of high‑impact proposals (RFQs/RFPs). You will develop...SeniorAccountsFull timeTemporary workFlexible hoursCarrier
Florida, NY3 days ago$100k - $130k
...and a people-first approach. To learn more, please visit: Summary Of Role We are seeking an experienced Commercial Lines, Senior Account Executive Executive with generalist coverage experience. You will be the relationship manager and strategic advisor on an assigned...SeniorAccountsRemote jobFull time- ...customer experience. This includes guidance from our Scientific Advisory Board, made up of nine experts in brain health, aging, and... ...templates. Qualifications & Experience B.A. or B.S. in finance, accounting, economics, or a related field. Three to six years of experience...SeniorAccountsFull timeWork at officeLocal areaFlexible hours
The Key Corporation
Florida, NY2 days ago $150k - $155k
...ownership, unity, curiosity and gratitude. We hold each other accountable for our results and believe that the company success is based on... ...change without notice. AM I THE RIGHT FIT? Not everyone can be a Sr. Chains Manager. In order to be seriously considered, here is...SeniorAccountsTemporary workLocal areaFlexible hours- Merino Consulting Services seeks a Business Development Manager - US with 7+ years in ERP solution selling and strong account management for the North American market. This role requires coordinating sales cycles, engaging with CXO-level stakeholders, and aligning with...SeniorAccounts
- A national accounting firm is looking for a detail-oriented Senior Accountant to join their Accounting department in New York. This role involves executing the monthly close process, managing account reconciliations, and ensuring compliance with accounting standards. The...SeniorAccounts
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Sr Account Mgr, WM Advisory. Be the first to apply!
Related searches
- senior safety specialist Florida, NY
- senior technology project manager Florida, NY
- remote senior business analyst Florida, NY
- senior manager clinical operations Florida, NY
- senior supervisor Florida, NY
- senior leadership Florida, NY
- senior business analyst Florida, NY
- senior grant accountant Florida, NY
- senior storage engineer Florida, NY
- senior buyer Florida, NY