Account Manager, WM 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.
Job Overview

Account Manager, Wealth Management Advisory responsible for supporting and servicing team client relationships by coordinating administration of complex fiduciary, investment management, and/or custody accounts. This partner helps on‑board and maintain accounts, responds to client inquiries, produces action plans and reports, and oversees transaction processing in coordination with the Client Support Services Team. The partner assists Wealth Management Relationship Advisors with client requests, meetings, and creating client presentations. Under general supervision (but works independently most of the time).
Responsibilities

Coordinate account administration for fiduciary, investment management, and/or custody accounts for complex client relationships.
Coordinate resolution of client issues and inform clients of steps taken to resolve requests or problems.
Develop and maintain a working knowledge of governing documents and account agreements.
Receive service requests from clients and partners, communicate to service partners, and obtain appropriate information to facilitate service changes or transactions.
Oversee the development of appropriate action plans for client servicing events and ensure execution and follow‑up; communicate with clients regularly to inform them of account set‑up or status, document requests, cash transfer requests, or other information.
Engage the Client Support Services Team on execution of client servicing events, account opening and closing, cash movement, and fee set‑ups.
Identify service efficiency enhancements, process improvements, and service delivery using creative and proactive measures.
Develop and maintain a working knowledge of various business applications critical to relationship management including client on‑line tools and internal processes.
Assist Relationship Advisors with account acceptance process, discretionary request analysis and process, compliance management and annual account review process; ensure appropriate documentation is collected and imaged; ensure system information is up‑to‑date; ensure accurate set‑up and review of fees; document services provided, specialized procedures, and ongoing written communications with clients as appropriate in managing daily activity.
Assist Relationship Advisors with business development and client presentations.
Serve as a key subject matter expert and mentor to other more junior level employees over time.
Facilitate discussions and reach decisions.
Qualifications

Excellent oral and written communication skills are required.
In‑depth functional/industry knowledge of personal trust, estate and advisory services and products (preferably but not required).
Analytical, problem‑solving, and organizational skills are required; acute attention to detail is a must.
Motivation for a career in wealth management.
A college or university degree and/or relevant proven work experience is required.
Proven years of experience in wealth management or related experience/credentials (preferred but not required).
Salary

Salary Range: $77,625 - 128,225 USD. Salary range is a good faith estimate of base pay.
Benefits

Retirement benefits (401k and pension)
Health and wellness benefits (medical, dental, vision, spending accounts and disability)
Paid time off
Parental and caregiver leave
Life & accident insurance
Other voluntary and well‑being benefits
Discretionary bonus program that may include an equity component
Work Location

This is an office‑based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite.
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 MyHRHelp@ntrs.com.
EEO Statement

Northern Trust is an equal opportunity employer. It 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 comply with applicable laws and regulations.

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