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: 5 hours agoStatus: Live

Job Summary

Senior banking advisor focused on wealth management and complex financing for high-net-worth clients. You will develop relationships, structure and negotiate loans/leases, advise on goals-driven wealth management, and lead cross-functional initiatives while partnering with COIs to expand the client base.

Location: Los Angeles

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Key Responsibilities

•Develops new relationships and identifies prospects, crafting marketing strategies for specific clients.
•Manages complex wealth-management banking, credit, and treasury relationships, identifying cross-banking opportunities in investments and fiduciary services.
•Structure and negotiate complex loan/lease agreements per guidelines from senior management; oversee documentation for financing agreements.
•Advise clients on Goals Driven Wealth Management and lead negotiations on terms (pricing, interest rates, swaps) as appropriate.
•Lead cross-functional collaboration, providing expert guidance to teams and partners and driving strategic programs within functional areas.

Pay and Benefits

Salary: USD 158,010 - 268,640 annually

Equity and Bonus:Equity

Perks:401kPensionHealth InsuranceDentalVisionPaid Leave

Key Requirements

•At least 5 years in financial analysis and client servicing experience, or commercial lending or leasing experience.

Experience:5+ yearsFinanceBankingWealth management

Skills:NegotiationLeadershipCommunicationSalesProblem-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: 3.9

Website LinkedIn

Loading job details...

Preparing the role view and application actions.

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: 5 hours agoStatus: Live

Job Summary

Location: Los Angeles

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Key Responsibilities

•Develops new relationships and identifies prospects, crafting marketing strategies for specific clients.
•Manages complex wealth-management banking, credit, and treasury relationships, identifying cross-banking opportunities in investments and fiduciary services.
•Structure and negotiate complex loan/lease agreements per guidelines from senior management; oversee documentation for financing agreements.
•Advise clients on Goals Driven Wealth Management and lead negotiations on terms (pricing, interest rates, swaps) as appropriate.
•Lead cross-functional collaboration, providing expert guidance to teams and partners and driving strategic programs within functional areas.

Pay and Benefits

Salary: USD 158,010 - 268,640 annually

Equity and Bonus:Equity

Perks:401kPensionHealth InsuranceDentalVisionPaid Leave

Key Requirements

•At least 5 years in financial analysis and client servicing experience, or commercial lending or leasing experience.

Experience:5+ yearsFinanceBankingWealth management

Skills:NegotiationLeadershipCommunicationSalesProblem-solving

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