Northern Trust

3 months ago

Senior Banking Advisor

✓ 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 Banking Advisor develops and manages complex wealth management client relationships across banking, credit, and treasury management, while driving new business development and structuring sophisticated financing solutions. The role blends high-level strategic leadership with hands-on execution, serving as a subject matter expert to partners and internal teams and guiding clients through Goals-Driven Wealth Management.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Key Responsibilities

•Develop new client relationships by identifying prospects and executing targeted marketing strategies for specific clients.
•Manage complex wealth management banking, credit, and treasury management client relationships and identify opportunities beyond banking, including investment and fiduciary solutions.
•Structure and negotiate complex loan and/or lease agreements in accordance with guidelines established by senior bank and business unit management.
•Analyze and negotiate loan terms, including special pricing conditions, interest rates, swaps, and related structures, in alignment with Credit Policy Committee guidelines; oversee and negotiate preparation of documentation for financing agreements.
•Advise and consult with clients as it relates to Goals-Driven Wealth Management.

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.
•Working knowledge of investments, trust, and financial consulting concepts to identify cross-selling opportunities.
•Excellent oral and written communication skills, with the ability to communicate complex or difficult concepts effectively.
•Strong negotiation, leadership, and sales skills to develop client relationships, prospects, and partner networks.

Experience:5+ yearsFinanceBankingWealth management

Skills:CommunicationLeadershipNegotiationSales

Languages:English

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 months ago

Senior Banking Advisor

✓ 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: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Key Responsibilities

•Develop new client relationships by identifying prospects and executing targeted marketing strategies for specific clients.
•Manage complex wealth management banking, credit, and treasury management client relationships and identify opportunities beyond banking, including investment and fiduciary solutions.
•Structure and negotiate complex loan and/or lease agreements in accordance with guidelines established by senior bank and business unit management.
•Analyze and negotiate loan terms, including special pricing conditions, interest rates, swaps, and related structures, in alignment with Credit Policy Committee guidelines; oversee and negotiate preparation of documentation for financing agreements.
•Advise and consult with clients as it relates to Goals-Driven Wealth Management.

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.
•Working knowledge of investments, trust, and financial consulting concepts to identify cross-selling opportunities.
•Excellent oral and written communication skills, with the ability to communicate complex or difficult concepts effectively.
•Strong negotiation, leadership, and sales skills to develop client relationships, prospects, and partner networks.

Experience:5+ yearsFinanceBankingWealth management

Skills:CommunicationLeadershipNegotiationSales

Languages:English

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