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About Northern Trust
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
Major Duties
- Leverages experience in technology to drive new relationships to the firm.
- Cultivates and manages deep, long-term relationships with UHNW clients, acting as their trusted advisor and navigating complex financial needs.
- Gains a comprehensive understanding of each client’s family dynamics, financial goals, and philanthropic aspirations through assessment and annual recaps.
- Develops and implements customized wealth management strategies for UHNW clients.
- Prepares tailored meeting agendas with proactive advice and a relationship timeline to meet client goals.
- Reviews account relationships to determine banking and investment needs, and identifies opportunities for relationship enhancement.
- Focuses on relationship building, developing integrated solutions, and coordinating with experts to meet client needs, ensuring smooth service delivery.
- Provides financial services including wealth structuring, credit, banking, asset management, budgeting, insurance, charitable giving, wealth transfer, and tax services.
- Builds relationships with internal and external partners and centers of excellence.
- Uses digital solutions to enhance the client experience.
Salary Range
$158,010 - 276,460 USD.
Salary is an estimate of base pay. Northern Trust offers a comprehensive benefits package including retirement plans, health and welfare benefits, paid time off, parental and caregiver leave, insurance, and other voluntary benefits. Discretionary bonuses, possibly including equity, are also provided.
Working With Us
As a Northern Trust partner, you will enjoy a collaborative, flexible work culture in a financially stable organization that encourages internal mobility. Leadership is accessible, and the company is committed to community service. Join us and build your career with purpose.
We value inclusivity and flexibility. Apply today and discuss your flexible working needs with us to achieve greater success.
Reasonable Accommodation
Northern Trust is committed to providing accommodations for individuals with disabilities. Contact for assistance during the employment process.
We look forward to your application and to exploring how your experience aligns with our goals.
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