Northern Trust

3 weeks ago

Sr Account Mgr, WM Advisory

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Coordinate administration for complex fiduciary, investment management, estate settlement, guardianship, and custody accounts for sophisticated client relationships. Build expertise in governing documents and account agreements, handle client service requests, and drive resolution of client issues. Oversee servicing action plans, manage onboarding/offboarding and fee set-ups with the Client Support Services Team, and mentor junior employees while supporting advisor-led account acceptance, reviews, and client presentations.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Sr. Manager level

Key Responsibilities

•Coordinate account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
•Maintain knowledge of governing documents and account agreements and execute changes or transactions based on client/partner requests.
•Coordinate resolution of client issues and provide clients updates on steps taken and progress.
•Oversee development and execution of action plans for client servicing events, including regular client communications and document requests.
•Serve as a subject-matter expert/mentor and may supervise day-to-day work of junior employees (without a formal management role).

Key Requirements

•5-7 years of experience in financial servicing or related experience/credentials preferred.
•In-depth functional/industry knowledge of personal trust, estate, guardianship, and advisory services and products.
•Knowledge of internal bank trust functions and governing documents/account agreements.
•Excellent oral and written communication skills with strong analytical, problem-solving, and organizational abilities.
•Technical/system knowledge (e.g., Peoplesoft) and the ability to learn and apply internal tools for relationship management.

Experience:5-7 yearsFinancial services

Skills:CommunicationAnalytical thinkingProblem-solvingOrganizational skillsAdaptability

Tech Stack:PeopleSoft

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Northern Trust

Global financial services firm providing wealth management, asset servicing, asset management, and banking solutions to institutions, corporations, and affluent individuals, with a focus on custody, investment management, and technology-driven services.

Industry: Asset Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Chicago, United States

Founded: 1889

Glassdoor: 3.9

Website LinkedIn

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Northern Trust

3 weeks ago

Sr Account Mgr, WM Advisory

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Sr. Manager level

Key Responsibilities

•Coordinate account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
•Maintain knowledge of governing documents and account agreements and execute changes or transactions based on client/partner requests.
•Coordinate resolution of client issues and provide clients updates on steps taken and progress.
•Oversee development and execution of action plans for client servicing events, including regular client communications and document requests.
•Serve as a subject-matter expert/mentor and may supervise day-to-day work of junior employees (without a formal management role).

Key Requirements

•5-7 years of experience in financial servicing or related experience/credentials preferred.
•In-depth functional/industry knowledge of personal trust, estate, guardianship, and advisory services and products.
•Knowledge of internal bank trust functions and governing documents/account agreements.
•Excellent oral and written communication skills with strong analytical, problem-solving, and organizational abilities.
•Technical/system knowledge (e.g., Peoplesoft) and the ability to learn and apply internal tools for relationship management.

Experience:5-7 yearsFinancial services

Skills:CommunicationAnalytical thinkingProblem-solvingOrganizational skillsAdaptability

Tech Stack:PeopleSoft

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Northern Trust

Industry: Asset Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Chicago, United States

Founded: 1889

Glassdoor: 3.9

Website LinkedIn