Sr. Banking Advisor

Northern Trust
California, Los Angeles
Workplace: OnsiteFull timeUSD 158,010 - 268,640Function: Consulting & AdvisoryExperience: 5+ yearsSkills: ["Negotiation","Leadership","Sales","Communication","Strategic thinking"]

Build new client relationships and manage complex wealth management banking credit and treasury management accounts. Structure and negotiate loan and lease agreements, analyze financing terms (including pricing and interest rate swaps), and oversee required documentation. Advise clients on goals-driven wealth management, generate leads through relationships, and serve as a subject-matter expert providing consulting and leadership to teams and partners while driving strategic program execution.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Northern Trust
Northern Trust
2 months ago

Sr. Banking Advisor

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 8 hours agoStatus: Live

Job Summary

Build new client relationships and manage complex wealth management banking credit and treasury management accounts. Structure and negotiate loan and lease agreements, analyze financing terms (including pricing and interest rate swaps), and oversee required documentation. Advise clients on goals-driven wealth management, generate leads through relationships, and serve as a subject-matter expert providing consulting and leadership to teams and partners while driving strategic program execution.
Location: California, Los Angeles
Workplace: Onsite
Employment Type: Full time
Job Function: Consulting & Advisory
Seniority: Sr. Manager level

Key Responsibilities

  • •Develop new relationships, identify prospects, and create marketing strategies for specific clients.
  • •Manage complex wealth management banking credit and treasury management relationships and find opportunities across investment and fiduciary areas.
  • •Structure and negotiate complex loan and/or lease agreements in line with senior management guidelines.
  • •Analyze and negotiate loan terms (e.g., pricing conditions, interest rates, swaps) and oversee financing documentation preparation.
  • •Advise clients on goals-driven wealth management and provide comprehensive consulting/leadership as a subject-matter expert.

Pay and Benefits

Salary: USD 158,010 - 268,640
Equity and Bonus:Equity
Perks:401kPensionHealth InsuranceDentalVisionSpending AccountsDisabilityPaid LeaveParental LeaveCaregiver LeaveLife InsuranceAccident Insurance

Key Requirements

  • •At least 5 years in financial analysis and client servicing experience, or commercial lending or leasing experience.
  • •Advanced knowledge of the banking industry, competition, and financing, plus knowledge of investments, trust, and financial consulting concepts.
  • •Experience developing client and prospect relationships through strong negotiation, leadership, and sales skills.
  • •Excellent oral and written communication skills.
  • •High flexibility and specialized depth/breadth of expertise in the banking/finance discipline.
Experience:5+ years
Skills:NegotiationLeadershipSalesCommunicationStrategic thinking

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
Glassdoor: 3.9
WebsiteLinkedIn