Sr. Banking Advisor
$158.01k - $268.64kNorthern Trust Corp
Sr. Banking Advisor page is loaded## Sr. Banking Advisorlocations: San Francisco, CAtime type: Full timeposted on: Posted Yesterdayjob requisition id: R148280**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.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 • Leads others to solve complex problems 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 complexitySalary 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.***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 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. #J-18808-Ljbffr Northern Trust Corp
$158.01k - $268.64k
...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...SeniorFlexible hours$189.29k - $331.2k
## Sr. Portfolio Advisor IIApplylocations: San Francisco, CAtime type: Full timeposted on: Posted Todayjob requisition id: R148130**About Northern... ...wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide...SeniorWork experience placementH1bLocal areaWorldwideFlexible hours- Company Overview LendingClub (soon to be Happen Bank) is built around a simple purpose: to clear the way to help people turn intention... ...for millions of Americans to achieve more. About the Role As a Sr Risk Management Associate on the Marketplace team, you will own contract...SeniorContract workWork at officeLocal areaRemote workRelocationFlexible hours
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...Services | Private Equity | Ultra‑High‑Net‑Worth Clients Provides professional, knowledgeable cash management advice and support to banking partners / stakeholders and their clients to drive the achievement of cash management sales and service objectives and support the...SeniorLocal area$102k - $161k
...models to drive decision-making, and support long-range planning activities. The ideal candidate has 4+ years in finance, preferably banking or investing, along with strong analytical skills. The pay range is $102,000 to $161,000 annually, reflecting the value of the role...Senior- A reputable banking institution is seeking a Wealth Management Advisor II in San Francisco, California. The role involves guiding clients in achieving their wealth goals, requires eight years of experience in financial services, and mandates certifications like CFP or...Senior
$158.01k - $268.64k
A leading financial institution in San Francisco is seeking a Sr. Banking Advisor to develop and manage client relationships, negotiate complex agreements, and provide expert financial consulting. The ideal candidate should have over 5 years of relevant experience and skills...Senior$99k - $176k
City National Bank is looking for a Business Controls Manager in San Francisco, California. This role will focus on enhancing risk management practices and collaborating with teams to implement effective solutions. The ideal candidate will possess strong project management...Senior$81k - $135k
...planning initiatives. The ideal candidate will have a strong finance background with at least 4 years of experience, preferably in banking or investing. This role provides high visibility with senior leadership. The position requires strong analytical skills, proficiency...SeniorWork at office- Bank of America is seeking a professional to manage complex client portfolios, primarily focusing on businesses with annual revenues of $20-50 million. The successful candidate will acquire and deepen relationships through effective sales strategies and financial solutions...Senior
- ...and financial strategies, and play a key role in new client acquisition. Ideal candidates will have a strong background in private banking with proven sales success, a focus on client experience, and necessary financial licenses. This position offers competitive compensation...Senior
$26 - $29 per hour
...Introduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we... ...relationship banking experience across all customer touchpoints. As a Sr. Relationship Banker, you will play a key role in...Senior$200k - $300k
...Citibank (Switzerland) AG is seeking an experienced UHNW Banker in San Francisco. This role requires 15+ years in Private Banking, focusing on providing strategic financial advice to ultra-high-net-worth clients. Responsibilities include identifying prospects, managing...Senior- Citi is seeking a seasoned professional for a Private Banking role in San Francisco, California. This position focuses on building long-term relationships with clients while providing strategic financial advice tailored to individual needs. The ideal candidate will have...Senior
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$26 - $29 per hour
East West Bank is seeking a Senior Relationship Banker to deliver a high-quality banking experience. You will manage customer relationships, achieve sales goals across various financial products, and provide critical financial services. An ideal candidate has 2+ years...SeniorHourly pay- A global financial institution is seeking a Vice President or Executive Director for their U.S. Private Bank in San Francisco. The role involves advising clients on wealth management, building relationships, and generating new business. Candidates should have over six...Senior
- ...Job Title Nationally Chartered U.S. Bank Job Description Key Responsibilities Drive growth in assets under management (AUM) and generate new client inflows in line with annual targets Build and maintain strong relationships with high-net-worth clients...SeniorPermanent employmentContract work
- U.S. Bank is looking for a Portfolio Manager in San Francisco to manage Commercial Banking credit account relationships and drive revenue growth. The role requires extensive banking experience and a bachelor's degree. The ideal candidate will have a strong background in...Senior
$102k - $161k
...intersection of finance, strategy, and operations. The ideal candidate will have relevant experience in finance, with prior background in banking or investing preferred, though not required. The role will be based out of either the New York or San Francisco offices. What You’...SeniorWork at office3 days per week$175k - $225k
The Investment Banking Senior Associate is an intermediate level position responsible for assisting clients in raising funds in the capital... .... The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising...Senior$70k - $120k
Join to apply for the Senior Wealth Advisor role at Citi 6 days ago Be among the first 25 applicants... ...and family offices through Citi Private Bank, operates in the affluent and high-net... ..., CA $135,000.00-$175,000.00 1 month ago Sr. Manager, Wealth Advisor - Schwab Wealth...SeniorFull timeWork at office- ...are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s International 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...Senior
- ...experience supporting complex, multi-stakeholder enterprise sales cycles. Industry experience within Financial Services, Insurance, Banking, Capital Markets, or other highly regulated environments preferred. Strong consultative discovery and value-selling skills with...Senior
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...efficiency. Represent the organization at industry forums and community events, utilizing market insights and trends to reinforce the Bank's brand and identify new business opportunities. Execute on strategic initiatives by coordinating cross-functional teams, ensuring...SeniorPart timeWork experience placementLocal areaShift work- ...Experience within large, complex environments such as data centres, banking, infrastructure, energy, or technology. Experience working... ...Executive team) and engage external consultants and specialist advisors where needed to bring the right expertise across jurisdictions....SeniorTemporary workRelocationFlexible hours
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...Financial & Professional Services teams lead integrated communications programs for some of the most influential companies across banking, insurance, consulting, and advisory-driven industries. They bring deep experience in areas such as financial services innovation,...SeniorSummer holidayWork at officeLocal areaRemote workFlexible hours3 days per week
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