Sr. Banking Advisor
$158.01k - $268.64kThe Northern Trust Company
Wealth Management Banking Relationship Manager
As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust 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:
- Develops new relationships. Identifies prospects and develops the marketing strategy for specific clients.
- Manages complex wealth management banking credit and treasury management client relationships and identifies opportunities external to banking in the areas of investment and fiduciary.
- Responsible for structuring and negotiating complex loan and/or lease agreements according to guidelines established by senior bank and business unit management.
- Analyzes and negotiates the terms of loans, such as special pricing conditions, interest rates, 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 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.
- Responsible for direct interaction with different committees and/or management.
- Strategic in developing, implementing and administering programs within functional areas.
Knowledge:
- Advanced knowledge of the banking industry, competition and financing, usually acquired through formal education and experience is required. Knowledge of investments, trust and financial consulting concepts is necessary to identify cross selling opportunities.
- 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.
- Interprets internal/external business challenges and recommends best practices to improve products, processes or services.
- Communicates difficult concepts and negotiates with others to adopt a different point of view.
- Requires specialized depth and/or breadth of expertise in own job discipline or field.
Experience:
- At least 5 years in financial analysis and client servicing experience, or commercial lending or leasing experience.
- May lead functional teams or projects with moderate resource requirements, risk, and/or complexity.
Salary Range:
$158,010 - 268,640 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.
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.
Northern Trust$158.01k - $268.64k
...relationships. Identifies prospects and develops the marketing strategy for specific clients. Manages complex wealth management banking credit and treasury management client relationships and identifies opportunities external to banking in the areas of investment and...SeniorFlexible hours- ...Bachelor's degree in a business or finance concentration ~3 years of experience in commercial real estate lending or 5 years of other banking or finance experience ~ Thorough understanding of multifamily real estate property valuations and cash flow analysis ~ Strong...Senior
- ...great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated... ...12 program managing over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our structure is designed to empower advisors...SeniorImmediate start
$122.4k - $228k
...Sales & Service Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects.... ...net worth clients with an objective of becoming their trusted advisor. Develops relationship with client's professional advisors in...SeniorPart timeShift work$169.38k - $207.02k
...Job Title Responsible for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry...SuggestedTemporary workWork experience placementLocal area3 days per week- ...Advisor Trainee In Global Private Bank If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have the role for you. Joining our Advisor Training Program means you will be joining a team committed...Full timeTraineeshipImmediate startVisa sponsorship
- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco... ...application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting...Work at officeShift workDay shift
$95.2k - $157.1k
...specializing in the valuation of Intangible assets such as trademarks, brand names, core deposit intangibles, customer relationships, banking and other licenses, patents, technology and know-how. To qualify for the role, you must have a bachelor's degree in finance,...SeniorWork experience placementSummer holidayWork at officeFlexible hours- ...Senior Home Lending Advisor Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional... ...of mortgage lending and proven sales experience in retail banking ~ Knowledge of real estate market in local area ~ Excellent...SeniorWork experience placementLocal areaImmediate startRelocation
$100k - $196k
...About this role: Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager for clients with annual revenue of $20MM to $2B supporting the West Emerging Middle Market (EMM) Agricultural Lending and Portfolio Management team, part of the Commercial Bank. Learn...SeniorWork experience placementWork at office- ...Citi Commercial Bank - Cash Management Sales Officer - Consumer & Retail - Senior Vice President SVP Cash Management Sales Officer... ...; focused on finding new opportunities while building a trusted advisor status with Clients and Relationship Managers. Drives innovation...SeniorLocal area
- ...our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and... ..., policy, and billing. Our ambition is to be the C-suite advisor for insurance technology-enabled transformation programs, recognized...SeniorWork experience placement
- ...providing guidance to branch staff. Qualifications include a Bachelor's degree and 0-2 years of relevant experience. Candidates should demonstrate communication skills and knowledge of Smart Banking tools. Attractive compensation and benefits are offered. #J-18808-Ljbffr...
- ...while ensuring compliance with Citibank policies. Candidates should have a Bachelor’s degree and preferably 0-2 years of experience in banking or sales. The Personal Banker will work to acquire new clients and enhance loyalty among existing clients, focusing on delivering...
$96.5k - $207.5k
...Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. General Function The Trust Advisor will provide fiduciary expertise and deliver high-quality fiduciary...Work at office- ...Financial Advisor The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history... ...the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$96.5k - $207.5k
...Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career... ...banking at Fifth Third Bank. GENERAL FUNCTION: The Trust Advisor will provide fiduciary expertise and deliver high-quality...Work at office$43.1k - $58.3k
...deliver exceptional customer service in Los Angeles. The role involves advising customers on financial solutions, collaborating with bank partners, and implementing seamless service strategies. The ideal candidate will have 1-2 years of relevant experience and...Part time$23 - $28.6 per hour
...Sr. New Accounts/Csr/Banker We are a professional staffing firm, working with organizations across the country to place exceptional... ...New Accounts/Csr/Banker opportunity with a nationally recognized Bank, a 5-star rated financial institution that has grown to $7...SeniorHourly payTemporary work$170k - $225k
...individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will...Temporary workWork experience placementLocal area- ...Sr. Internal Auditor The Sr. Internal Auditor is responsible for assisting the Internal Audit department in areas of branch audits... ...finance, economics or a related field. Minimum five years of banking experience of which three years in bank auditing....SeniorInterim role
$93.7k - $117.2k
...growth initiatives Your Areas of Knowledge and Expertise ~3-4 years of experience in FP&A, advisory/consulting, investment banking, or related fields ~ Strong Excel/modeling skills and analytical mindset ~ Experience working with large datasets and...Full timeWork at officeLocal area$70.35k - $205.8k
...learn, innovate, and lead, and together we will improve the way the world works and lives. Key responsibilities of the Investment Banking Management Consulting Consultant may include: Assist and collaborate with senior leaders to execute large-scale, complex...Work experience placementLive inWork at officeLocal area$93.7k - $117.2k
...optimization, and growth initiatives Your Areas of Knowledge and Expertise 3–4 years of experience in FP&A, advisory/consulting, investment banking, or related fields Strong Excel/modeling skills and analytical mindset Experience working with large datasets and synthesizing...Full timeWork at officeLocal area- ...Financial Solutions Advisor Registration Candidate- Beverly West Market Los Angeles, California To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements...Work at officeImmediate startMonday to FridayShift workDay shift
$28.85 - $33.65 per hour
...FDIC; Safe Act; Loan Originators; FINRA. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities... ...begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift$65k - $80k
...long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions Recommends banking and investments strategies that align with client financial goals and needs Triages...Temporary workMonday to FridayShift workDay shift- ...Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military... ...to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Training and licensing support:...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...Documentation skills Attention to detail Reporting research results Thoroughness Understanding of applicable accounting and banking laws Presentation skills Financial software Corporate finance Objectivity Education, Experience, & Licensing...SeniorLocal area
$74k - $148k
.... You will be responsible for: Providing risk management and operational internal audit services to clients primarily in the banking and financial services industry. Assisting in planning and managing staff on engagements, including reviewing staff work papers...SeniorLocal areaWorldwide
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Sr. Banking Advisor. Be the first to apply!

