Sr. Banking Advisor

Northern Trust
Los Angeles
Workplace: OnsiteFull timeUSD 158,010 - 268,640Function: Banking, Lending & CreditExperience: 5+ yearsSkills: ["Negotiation","Leadership","Sales","Communication","Problem-solving","Adaptability"]

Develop and grow complex wealth management and banking client relationships by identifying opportunities across investment, fiduciary, credit, and treasury services. Structure, negotiate, and oversee documentation for complex loan and lease agreements, including special pricing and interest terms. Serve as a subject-matter expert, provide high-level consulting to clients and internal teams, and lead strategic program execution through cross-functional work and committee interactions.

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FursaFursa
Northern Trust
Northern Trust
4 months ago

Sr. Banking Advisor

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Last checked: 9 hours agoStatus: Live

Job Summary

Develop and grow complex wealth management and banking client relationships by identifying opportunities across investment, fiduciary, credit, and treasury services. Structure, negotiate, and oversee documentation for complex loan and lease agreements, including special pricing and interest terms. Serve as a subject-matter expert, provide high-level consulting to clients and internal teams, and lead strategic program execution through cross-functional work and committee interactions.
Location: Los Angeles
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Develop new client relationships and identify prospects, defining marketing strategy for specific clients.
  • •Manage complex wealth management banking, credit, and treasury management client relationships and identify cross-service opportunities.
  • •Structure and negotiate complex loan and/or lease agreements and oversee preparation of financing documentation.
  • •Analyze and negotiate loan terms, including special pricing, interest rates, and swaps, aligned to Credit Policy Committee guidelines.
  • •Advise clients on Goals Driven Wealth Management and provide in-depth consulting leadership as a subject area expert.

Pay and Benefits

Salary: USD 158,010 - 268,640
Equity and Bonus:Equity
Perks:401kPensionHealth InsuranceDentalVisionPaid LeaveParental LeaveLife InsuranceDisability

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, including investments and trust/financial consulting concepts.
  • •Ability to negotiate and lead to build client/prospect relationships and a partner network.
  • •Excellent oral and written communication skills with the ability to explain difficult concepts.
  • •Ability to interpret business challenges and recommend best practices to improve products, processes, or services.
Experience:5+ yearsBankingWealth managementCommercial lendingClient services
Skills:NegotiationLeadershipSalesCommunicationProblem-solvingAdaptability

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