Sr. Banking Advisor

Northern Trust
San Francisco
Workplace: OnsiteFull timeUSD 158,010 - 268,640Function: Banking, Lending & CreditExperience: 5+ yearsSkills: ["Negotiation","Leadership","Sales","Communication","Adaptability","Problem-solving"]

Develop and grow client relationships in wealth management banking, including credit and treasury management, identifying opportunities across investment and fiduciary services. Structure and negotiate complex loan and lease agreements, analyze financing terms (including pricing and interest rate and swaps), and oversee documentation for financing agreements. Serve as a subject-area expert, consult on Goals Driven Wealth Management, and generate leads through relationships and COIs, partnering with committees and management.

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FursaFursa
Northern Trust
Northern Trust
5 months ago

Sr. Banking Advisor

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Last checked: 4 hours agoStatus: Live

Job Summary

Develop and grow client relationships in wealth management banking, including credit and treasury management, identifying opportunities across investment and fiduciary services. Structure and negotiate complex loan and lease agreements, analyze financing terms (including pricing and interest rate and swaps), and oversee documentation for financing agreements. Serve as a subject-area expert, consult on Goals Driven Wealth Management, and generate leads through relationships and COIs, partnering with committees and management.
Location: San Francisco
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Develop new client relationships and identify prospects, including marketing strategy for specific clients.
  • •Manage complex wealth management banking credit and treasury management relationships and identify opportunities beyond banking.
  • •Structure and negotiate complex loan and/or lease agreements and oversee preparation of financing documentation.
  • •Analyze and negotiate loan terms such as special pricing conditions, interest rates, and swaps in line with credit policy guidelines.
  • •Advise and consult clients on Goals Driven Wealth Management and generate leads through relationships and COIs, providing expert guidance to teams and partners.

Pay and Benefits

Salary: USD 158,010 - 268,640
Equity and Bonus:Equity
Perks:Health InsuranceDentalVision401kPensionPaid LeaveParental LeaveCaregiver LeaveLife InsuranceDisability InsuranceSpending Accounts

Key Requirements

  • •At least 5 years of experience in financial analysis and client servicing, or commercial lending or leasing.
  • •Advanced knowledge of the banking industry, competition, and financing, typically acquired through formal education and experience.
  • •Knowledge of investments, trust, and financial consulting concepts to identify cross-selling opportunities.
  • •Strong negotiation, leadership, and sales skills to develop client/prospect relationships and partner networks.
  • •Excellent oral and written communication skills, with adaptability to changing internal and external business challenges.
Experience:5+ yearsFinancial servicesWealth managementCommercial lendingBankingTreasury management
Skills:NegotiationLeadershipSalesCommunicationAdaptabilityProblem-solving

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
Glassdoor: 3.9
WebsiteLinkedIn