Account Manager - Wealth Management Advisory

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. We have a balanced hybrid working model to ensure you get the flexibility you need, and the successful candidate will spend their time between working in the office and working from home. Under general supervision (but works independently most of the time), responsible for supporting/servicing team client relationships by coordinating administration of complex fiduciary, investment management, estate settlement, guardianship, and/or custody accounts. The Partner establishes and maintains the account, responds to client inquiries, produces action plans and reports, and oversees transaction processing in coordination with the Client Support Services Team. This partner assists Wealth Management Trust Advisors, Estate Settlement Administrators, Guardianship Administrators and/or Client Advisors with client requests, meetings, business development and creating client presentations. The key responsibilities include: Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships. Coordinates resolution of client issues and informs clients of steps taken to resolve requests or problems. Develops and maintains working knowledge of governing documents and account agreements. Receives service requests from clients and partners and communicates to service partners; obtains appropriate information from partners and clients to facilitate service changes or transactions. 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. Engages the Client Support Services Team on execution of client servicing events, account opening and closing, cash movement, and fee set-ups. Identifies service efficiency enhancements, process improvements, and service delivery using creative and proactive measures. Develops and maintains a working knowledge of various business applications critical to relationship management including client on-line tools. Assists Relationship 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. Assists Relationship Advisors with business development and client presentations. Able to serve as a key subject matter expert and mentor to other more junior level employees May manage daily operational activities and supervise day-to-day work of junior level employees (but not a formal management role) More technically sound in area of expertise and has broader knowledge of other areas Able to facilitate discussions and reach decisions The successful candidate will benefit from having: Excellent verbal and written communication skills are required In-depth Functional / Industry Knowledge of personal trust, estate, guardian and Advisory services and products, usually acquired through related work experience, is required Knowledge of trust functions is required Analytical, problem solving, and organizational skills are required Highly flexible and adaptable to change Technical skills / systems knowledge (e.g. Workday) is required 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. Salary Range: $67,500 - 111,500 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. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with 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. We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater. Looking for greater? You found it. A global financial leader with more than 22,000 employees in 23 locations worldwide, Northern Trust empowers our employees to achieve more than just business goals. Our focus on work-life balance, career mobility and unique opportunities are just a few of the reasons we’ve been named one of the world’s most admired companies. Terms and Conditions Candidate Privacy Notice California Applicant Privacy Notice Pay Transparency Nondiscrimination Provision (U.S) Transparency in Coverage Disclosure – North America 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 View phone number on click.appcast.io (North America), +630-276-5353 (Asia Pacific), View phone number on click.appcast.io (India), View phone number on click.appcast.io (Europe, Middle East and Africa) and let us know the nature of your request and your contact information. APAC/INDIA 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 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 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 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 Know Your Rights (U.S.)