Senior Banking Advisor

Northern Trust
Miami
Workplace: OnsiteFull timeFunction: Business Development & PartnershipsExperience: 5+ yearsSkills: ["Negotiation","Leadership","Sales","Communication","Adaptability"]

Develop and manage complex wealth management banking, credit, and treasury client relationships, while identifying prospects and executing targeted strategies to drive new business. Structure and negotiate complex loan and lease agreements, advise clients on goals-driven wealth management, and generate leads through centers of influence. Serve as a subject matter expert, consulting with clients and internal teams, engaging with senior management and committees, and leading strategic programs in assigned areas.

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Northern Trust
Northern Trust
25 minutes ago

Senior Banking Advisor

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Last checked: 25 minutes agoStatus: Live

Job Summary

Develop and manage complex wealth management banking, credit, and treasury client relationships, while identifying prospects and executing targeted strategies to drive new business. Structure and negotiate complex loan and lease agreements, advise clients on goals-driven wealth management, and generate leads through centers of influence. Serve as a subject matter expert, consulting with clients and internal teams, engaging with senior management and committees, and leading strategic programs in assigned areas.
Location: Miami
Workplace: Onsite
Employment Type: Full time
Job Function: Business Development & Partnerships
Seniority: Mid level

Key Responsibilities

  • •Develop new client relationships by identifying prospects and executing targeted marketing strategies.
  • •Manage complex banking, credit, and treasury client relationships and identify opportunities beyond banking.
  • •Structure and negotiate complex loan and/or lease agreements and oversee related documentation preparation.
  • •Advise and consult clients on goals-driven wealth management and cross-selling opportunities.
  • •Serve as a subject matter expert, provide in-depth consulting to partners and teams, and execute large, cross-functional strategic programs.

Key Requirements

  • •At least 5 years of experience in financial analysis and client servicing, commercial lending, or leasing.
  • •Advanced knowledge of the banking industry, competitive landscape, and financing, typically built through formal education and professional experience.
  • •Working knowledge of investments, trust, and financial consulting concepts to identify cross-selling opportunities.
  • •Strong negotiation, leadership, and sales skills to develop client relationships, prospects, and partner networks.
  • •Excellent oral and written communication skills to explain complex or difficult concepts and influence others.
Experience:5+ yearsFinancial servicesWealth managementCommercial lending
Skills:NegotiationLeadershipSalesCommunicationAdaptability

Eligibility

Visa:H-1BL-1TNO-1E-3H-1B1F-1J-1OPTCPT
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
Glassdoor: 3.9
WebsiteLinkedIn