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About the Role

Northern Trust is a global leader in wealth management, asset servicing, asset management, and banking services, guiding successful individuals, families, corporations, and institutions. Since 1889, we have been guided by our principles of Service, Expertise, and Integrity, reflecting our commitment to our partners, clients, and communities.

Responsibilities

• Manage assigned client accounts by understanding client needs and goals, and their professional advisors.
• Exhibit knowledge of governing documents, account agreements, fiduciary duties, applicable laws, trust and tax law, estate planning, financial planning, asset management, and investment principles.
• Guide client conversations for goals-driven wealth management and holistic advice.
• Provide proactive advice on NT’s products/services, emerging issues, regulatory/tax changes, and appropriate client actions.
• Combine technical knowledge with fact-finding and analysis to develop advice-driven solutions.
• Explain complex concepts to clients using non-technical terminology.
• Maintain working knowledge of NT resources and utilize fiduciary knowledge to identify opportunities for relationship enhancement.
• Provide focused client service with responsiveness, diplomacy, and tact.
• Initiate proactive client contact through written and verbal communication with suitable frequency.
• Exhibit excellent time management skills.
• Build and maintain knowledge of NT fiduciary standards and practices, applying fiduciary knowledge and judgment.
• Understand and comply with internal policies, processes, and procedures for risk management and judgment.
• Recognize fiduciary risk issues and seek appropriate resolution.
• Cultivate relationships with referral sources and centers of influence to build business.
• Identify and develop new business opportunities.
• Participate in community and professional organizations representing NT.
• Teach and mentor less experienced partners.
• Advise Relationship Advisors on fiduciary issues and serve as a fiduciary resource.
• Travel to meet with clients where appropriate.
• Seek continued development of fiduciary and advisory skills through training and experience.
• Exercise judgment based on the analysis of multiple sources of information.
• Be eligible to serve as LRM in PCA and PCS.

Requirements

• Knowledge of fiduciary and financial products and services acquired through related work experience is required to manage client accounts.
• Technical knowledge of investments, tax, legal, and operations acquired through formal education or related experience is required to service clients.
• Knowledge of fiduciary standards, principles, and applicable laws and regulations acquired through training, seminars, or law school is required to administer accounts.
• Skills in negotiating, problem solving, delegating, leadership, and sales are necessary to service the client relationship.
• Ability to explain difficult or sensitive information.
• Ability to work to build consensus.
• Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future.
• Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity.

Skills

• Negotiating
• Problem solving
• Delegating
• Leadership
• Sales
• Communication

Location

• US

Work Type

• Full-time

Experience Level

• 7-10 years’ experience in fiduciary servicing, in personal trust, estate administration or related fields.

Education Level

• College or university degree and/or relevant proven work experience

Salary/Compensations

• $131,675 - 223,905 USD

Benefits

• Retirement benefits (401k and pension)
• Health and welfare benefits (medical, dental, vision, spending accounts and disability)
• Paid time off
• Parental and caregiver leave
• Life & accident insurance
• Other voluntary and well-being benefits
• Discretionary bonus program that may include an equity component

About the Company

• Northern Trust is a global leader in innovative wealth management, asset servicing, asset management and banking services.
• Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity.
• With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
• As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability.
• Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.
• Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture.
• Employees around the world give their time and talent to work for the greater good of their communities.

Equal Opportunity

• Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities.