Sr. Portfolio Banker - Global Family Office (GFO)
Northern Trust
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. 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. Sr. Portfolio Banker - Global Family Office Responsible for providing credit and banking to new Global Family and Private Investment Offices (GFO) relationships and broadening relationships of existing GFO banking clients. Manages ongoing complex credit and deposit relationships for the largest/most complex Family offices and generational family members and their investment structures. Develops and cultivates relationships with new and existing clients to enhance profitability of credit and deposit services for the Bank. Enhances quality of service to existing accounts and coordinates delivery of client service with other parts of the Bank. Key Responsibilities Assists in the cultivation of new relationships with GFO Wealth Strategists and Relationship teams and develops the marketing strategy for specific prospects and clients. Manages complex GFO banking, credit and treasury management client relationships and identifies opportunities external to banking in the areas of investment, fiduciary and deposits. Responsible for structuring and negotiating complex loan agreements according to Credit Policy guidelines established by Credit Policy Committee Analyzes and negotiates the terms of loans, such as special pricing conditions, covenants, interest rates, collateral advance rates, borrowing bases and swaps etc. according to guidelines set by the Credit Policy Committee. Oversees and negotiates the preparation of documentation necessary for the financing agreement Advises and consults with clients as it relates to Goals Driven Wealth Management Generates leads through well established relationships with COI's and cultivates a network of additional COI's As a team member, 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 client service Responsible for direct interaction with different committees and/or management. Strategic in developing, implementing and administering programs within functional areas Leads others to solve complex credit problems The Successful Candidate Will Benefit From Having At least 5 to 7 years year in financial analysis, credit underwriting, commercial lending with an emphasis on fund and investment financing along client servicing experience May lead functional teams or projects with moderate resource requirements, risk, and/or complexity Advanced knowledge of the banking industry, competition and financing, usually acquired through formal education and experience is required. Knowledge of investments and investment structures including Private Equity and Hedge Funds, trust and trust structures to create proper loan structures and credit terms Skills in negotiation, leadership and sales are necessary to develop the client and prospect relationships and a partner network Excellent oral and written communication skills are required Highly flexible and adaptable to change in high demand environment Interprets internal/external business challenges and recommends best practices to improve risk mitigation, processes or services Communicates difficult concepts and negotiates with others to adopt a different point of view #J-18808-Ljbffr Northern Trust
$164.6k - $225k
About Northern TrustAs a global leader in innovative wealth... ...successful individuals, families, corporations and... ...exceptional service. Job Title: Sr. Portfolio Advisor, Global Family Office GroupJob Description:Northern... ...+ families globally. The GFO Investment Practice is...Work at officeSeniorFull timeH1bWorldwideFlexible hours- About Northern TrustAs a global leader in innovative wealth management,... ...’s most successful individuals, families, corporations and institutions.... ...technology and exceptional service. Sr. Credit Portfolio ManagerJob Description:This is an office-based position and for the...Work at officeSeniorRotational programFull timeH1bWorldwideFlexible hours
- Northern Trust in Chicago seeks a Sr. Portfolio Banker to manage complex credit and banking relationships for Global Family Office clients. You will drive loan structuring, risk assessment and cross-functional client service across the bank, delivering sophisticated financing...Work at officeSenior
$137.4k - $240.4k
..., a Fortune 500 company, is a globally recognized, award-winning financial... ...most successful individuals, families, and institutions by remaining... ...:Lead market development officer (sales representative) for Northern... ...across Northern’s existing GFO regional clients. Reports...Work at officeLocal areaFlexible hours$100k - $196k
About this role:Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager for clients with annual revenue $25MM to $2B as part of... ...of commercial underwriting experienceIntermediate Microsoft Office skillsStrong analytical skills including analyzing complex...Work at officeSeniorFull timeWork experience placement$114.7k - $194.9k
About Northern TrustAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern... ...) is proud to guide the world’s most successful individuals, families, corporations and institutions. Since 1889, we have aligned our...Work at officeFull timeH1bWorldwideFlexible hours- ...operations cost base and desired portfolio margin performance. Lead... ..., etc.). Partner with BU CFO office and central FP&A team(s) to embed... .... About us Kraft Heinz is a global food company with a delicious... ...diverse workforce and their families and complement Kraft Heinz’...Work at officeSeniorFull timeWork experience placementFlexible hours
- A leading financial institution is seeking a Lead Market Development Officer to focus on U.S.-based family offices and private investment clients. The role involves sourcing new business opportunities and leading the sales process. The ideal candidate will have 8-10 years...Work at officeSenior
- About Northern TrustAs a global leader in innovative wealth management... ...most successful individuals, families, corporations and... ...supported through a network of offices around the globe.Northern Trust... ...institutional investors with complex portfolios and product types. The...Work at officeSeniorFull timeH1bWorldwideFlexible hours
- A leading financial institution is looking for a Lead Market Development Officer in Chicago, focusing on U.S. family offices and private investment firms. Responsibilities include sourcing new business, managing relationships, and leading the sales process. Candidates should...Work at officeSeniorFlexible hours
$140k - $235k
...serve.Bank of America is committed to an in-office culture that supports collaboration,... ...valuable financial solutions to complex Global Commercial Banking clients and prospects.... ...satisfaction.Responsibilities:Manages an extensive portfolio of complex clients and prospects with...Work at officeSeniorFull timeWork experience placementLocal areaFlexible hoursShift workDay shift- ...Intellectual Property (IP) Manager - Global Patents & Innovation at a... ....Lead regular patent portfolio reviews and manage the patent... ...prosecution practice, including Office Action response strategy and... ...diverse workforce and their families and complement Kraft Heinz’ strategy...Work at officeSeniorFull timeFlexible hours
$140k - $235k
...serve.Bank of America is committed to an in-office culture with specific requirements for... ...-for-Profit (HENFP) business—part of the Global Commercial Bank—and play a leading role in... ...delivering profitable growth across a portfolio of complex, mission-driven organizations....Work at officeSeniorFull timeWork experience placementLocal areaShift workDay shift$72k - $141k
...Consider joining CNA Insurance’s Portfolio Management Data Analytics... ...planning and executing CNA’s global underwriting strategies as part... ...schedule at one of our CNA office locations including Chicago,... ...help our employees - and their family members - achieve their...Work at officeSeniorFull timeWork experience placement$100k - $150k
...model is defined as 3 days in office work required per week, while... ...transaction processing, and portfolio record maintenance within Addepar... ...of wealth management, family office, and business management... ...available only at the largest global institutions. We believe talent...Work at officeSeniorLocal areaRemote work2 days per week- ...DescriptionSenior Counsel - Global Patents & Innovation at a glance... ..., prosecution decisions, portfolio development, and risk assessment... ...U.S. Patent and Trademark Office (USPTO).Science or technology... ...diverse workforce and their families and complement Kraft Heinz’ strategy...Work at officeSeniorFull timeFlexible hours
$200k - $300k
...your best work.Job SummaryThe Global Design & Construction team (... ...& Delivery OversightGovern a portfolio of analytics and transformation... ...States - Dallas Infomart Office DAI : 200,000 - 300,000 USD /... ...designed for you and your eligible family members. - Retirement: You...Work at officeSeniorFull timeFlexible hours- ...services to the middle market globally, our purpose is to instill... ...’s nowhere like RSM.Affluent families around the world face increasingly... ...their corresponding family offices - often oversee complex multi... ...and diverse investment portfolios within tiered ownership structures...Work at officeFull timeLocal area
$120k - $130k
...Join William Blair, the Premier Global Partnership.The Senior... ...across tech business models, portfolios, market capitalizations, and... ...platforms. Proficient in Microsoft Office and industry-standard data... ...sharing, paid time off, Maven family & fertility benefit, parental...Work at officeSeniorTemporary work$76.96k - $125.84k
...medical technology, research and family-friendly design. As the... ...DescriptionThe Research Financial Portfolio Manager, Senior is responsible... ...Financial Portfolio Manager, Sr works closely with Research Support and Sponsored Program Offices counterparts and on behalf of...Work at officeSeniorHourly payFull timePart timeWork experience placement$120k - $156.5k
...financing, is actively recruiting a Senior Portfolio Analyst to join a group that manages a $4... ...and is located in our Chicago, IL office. Job Duties: Maintain overall statistics... ...such as Construction Status reports, Multi-Family Sales Status reports and Watch List reports...Work at officeSeniorPermanent employment$125k - $182.5k
...serve.Bank of America is committed to an in-office culture that supports collaboration,... ...This job is responsible for working with Portfolio Manager(s) to establish and execute a risk... ...Credit Review team supporting review of Global Markets, Financial Institutions and Global...Work at officeSeniorFull timeFlexible hoursDay shift$183.75k - $225k
...General InformationJob TitleSenior Director, Global Analyst and External RelationsJob ID10822... ....This is a hybrid role, with in-office expectations of 2 days per week.Compensation... ...the areas most important to you and your family.Bain pays 100% of individual employee premiums...Work at officeSeniorFull timeLocal area2 days per week$195k - $205k
Join to apply for the Director, Brand Portfolio Initiatives role at Simple Mills Join to apply... ...team focused. With remote, hybrid, or in-office positions, each role is classified by... ...0,000.00-$130,000.00 3 weeks ago Babybel Global Marketing Brand Innovation Director / Group...Work at officeSeniorPermanent employmentFull timeRemote work1 day per week$76.96k - $125.84k
Research Financial Portfolio Manager, Senior Ann & Robert H. Lurie Children... ...technology, research and family-friendly design. As the largest... ...Research Accountants and the Office of Sponsored Programs. Be liaison... ...Financial Portfolio Managers, Sr during absences and position...Work at officeSeniorHourly payWork experience placementFlexible hours$117k - $175k
...serve.Bank of America is committed to an in-office culture with specific requirements for... ...analysis and recommendations, and monitoring portfolio performance.The Senior Credit Underwriter... ...net‑worth clients—including individuals, family offices, trusts, and specialized wealth...Work at officeSeniorFull timeDay shift$125k - $173k
...underwriting within an assigned Branch Office and handles referral decisions for the most complex portfolios. This role takes on a strategic... ...peace of mind to you and your family.Reimagining insurance to make a... ...Group, Inc. (AIG) is a global leader in commercial and personal...Work at officeSeniorFull timeFlexible hours$65k - $82k
...As part of the Wilshire family, you can rest assured... ...to providing customized portfolio solutions grounded in research... ...the United States with offices worldwide. Job... ...are seeking an Analyst/Sr. Analyst for the client... ...functions, and across global teams A high degree...Work at officeSeniorWorldwide- ...first culture. Headquartered in the heart of downtown Chicago, this global company is known not only for its innovation but also for its... ...work life balance, benefits and flexibility with 1 day in office per week. Responsibiliti es Prepare and support quarterly and...Work at officeSenior1 day per week
$126.1k - $253k
...leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change,... ...you and that’s why there’s nowhere like RSM.RSM’s dedicated Family Office Enterprise (FOE) practice helps define and sustain a family’s...Work at officeSeniorFull timeWork experience placementInternshipLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Sr. Portfolio Banker - Global Family Office (GFO). Be the first to apply!
- corporate banking associate Chicago, IL
- universal banker Chicago, IL
- private bank associate Chicago, IL
- mortgage banker Chicago, IL
- business banker Chicago, IL
- phone banker Chicago, IL
- bankers life Chicago, IL
- senior maintenance supervisor Chicago, IL
- senior operations associate Chicago, IL
- senior safety specialist Chicago, IL

