Northern Trust

1 month ago

Sr Account Manager, Wealth Management Advisory

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 14 hours agoStatus: Live

Job Summary

Senior Account Manager responsible for maintaining and growing complex fiduciary, investment management, estate settlement, guardianship, and/or custody client relationships. Coordinates account administration, service requests, and proactive client communications, while supporting Wealth Management Trust Advisors and related teams. Leverages knowledge of governance documents, client onboarding, and workflow tools to deliver superior service and drive client outcomes.

Location: Miami

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Sr. Manager level

Key Responsibilities

•Coordinate account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
•Develop and maintain working knowledge of governing documents and account agreements.
•Receive service requests from clients and partners, and communicate to service partners; obtain information to facilitate service changes or transactions.
•Coordinate resolution of client issues; inform client of steps taken to resolve requests or problems.
•Oversee development of action plans for client servicing events and ensure execution and follow-up; communicate with clients regularly regarding account setup/status.

Key Requirements

•Excellent verbal and written communication skills are required.
•5-7 years' experience in financial servicing or related experience/credentials preferred.
•In-depth functional/industry knowledge of personal trust, estate, guardian and advisory services and products.
•Analytical, problem solving, and organizational skills are required.
•Technical skills / systems knowledge (e.g. Peoplesoft) is required.

Experience:5-7 yearsFinanceWealth managementFinancial services

Skills:CommunicationProblem-solvingAnalyticalOrganizationTeamwork

Tech Stack:Peoplesoft

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

1 month ago

Sr Account Manager, Wealth Management Advisory

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 14 hours agoStatus: Live

Job Summary

Location: Miami

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Sr. Manager level

Key Responsibilities

•Coordinate account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
•Develop and maintain working knowledge of governing documents and account agreements.
•Receive service requests from clients and partners, and communicate to service partners; obtain information to facilitate service changes or transactions.
•Coordinate resolution of client issues; inform client of steps taken to resolve requests or problems.
•Oversee development of action plans for client servicing events and ensure execution and follow-up; communicate with clients regularly regarding account setup/status.

Key Requirements

•Excellent verbal and written communication skills are required.
•5-7 years' experience in financial servicing or related experience/credentials preferred.
•In-depth functional/industry knowledge of personal trust, estate, guardian and advisory services and products.
•Analytical, problem solving, and organizational skills are required.
•Technical skills / systems knowledge (e.g. Peoplesoft) is required.

Experience:5-7 yearsFinanceWealth managementFinancial services

Skills:CommunicationProblem-solvingAnalyticalOrganizationTeamwork

Tech Stack:Peoplesoft

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