Northern Trust
Overview
About Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust provides 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. We serve the world’s most sophisticated clients using leading technology and exceptional service. Responsibilities
Sells bank products and services to individuals, focusing on trust and investment management products. Utilizes business and personal contacts as well as area files to identify prospective clients. Develops a perspective on individual client situations to use as a vehicle for selling products. Assumes responsibility for complex and sensitive client and account activities as assigned by manager. Researches prospects\' financial picture and possible needs to determine how to best provide service. Develops rapport with prospects and arranges meetings to continue the sales process. Presents bank product materials to prospective client or designated liaison (e.g., attorney, CPA, etc.). Responds to questions, consulting bank partners for additional product/service information when necessary. Conducts additional prospect analysis to further determine services. Consults with clients and their attorneys on the benefits of estate planning products/services. Analyzes property/assets and develops alternatives (e.g., living trusts). Consults with clients, their attorneys, and other financial advisors to determine the appropriate plan for estate taxes. Utilizes knowledge of inheritance gift, income, and estate taxes to sell services to clients. Summarizes account assets to determine eligibility, qualifications, and tax classification. Maintains current in-depth knowledge of a full range of trust-oriented services (e.g. personal trusts, living trusts, wills, investment management, security custody, financial consulting, estate, and tax planning) and applicable laws and regulations to ensure compliance of financial planning activities. Initiates and follows through on requests for loan, checking, or savings account services by contacting banking and operations areas as appropriate. Maintains periodic contact with clients and acts as a liaison between the client and the rest of the bank for various activities (e.g., setting up accounts, facilitating transactions). Cross-sells relationship improvement opportunities to existing clients by providing pertinent client update information to partners within appropriate areas of the bank. Sets personal sales goals with the manager based on sales history and product knowledge. Represents personal financial planning in various business councils and task forces and participates in related seminars and product knowledge training for bank partners. Qualifications / Knowledge
Knowledge of fiduciary products and services (e.g. personal trusts, living trusts, wills, investment management, security custody, financial consulting, estate planning), including fee structures and documentation, acquired through work experience. Knowledge of federal, state, and local laws and regulations pertaining to fiduciary services and estate and tax planning, acquired through formal education and work experience. Analytical and sales skills to relate client asset situations to specific products and to respond with appropriate solutions. Experience: 5-7 years of trust sales or trust relationship management. Working With Us
As a Northern Trust partner, you will be part of a flexible and collaborative work culture in an organization where financial strength and stability support new ideas. Movement within the organization is encouraged; senior leaders are accessible; you can take pride in working for a company committed to the communities we serve. Build your career with us and apply today. Reasonable accommodation Northern Trust is committed to providing reasonable accommodations to individuals with disabilities. If you need an accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and discuss your flexible working requirements. Location
Portland, Oregon Metropolitan Area Compensation: $180,000.00-$200,000.00; $100,000.00-$120,000.00 (location/role dependent)
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About Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust provides 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. We serve the world’s most sophisticated clients using leading technology and exceptional service. Responsibilities
Sells bank products and services to individuals, focusing on trust and investment management products. Utilizes business and personal contacts as well as area files to identify prospective clients. Develops a perspective on individual client situations to use as a vehicle for selling products. Assumes responsibility for complex and sensitive client and account activities as assigned by manager. Researches prospects\' financial picture and possible needs to determine how to best provide service. Develops rapport with prospects and arranges meetings to continue the sales process. Presents bank product materials to prospective client or designated liaison (e.g., attorney, CPA, etc.). Responds to questions, consulting bank partners for additional product/service information when necessary. Conducts additional prospect analysis to further determine services. Consults with clients and their attorneys on the benefits of estate planning products/services. Analyzes property/assets and develops alternatives (e.g., living trusts). Consults with clients, their attorneys, and other financial advisors to determine the appropriate plan for estate taxes. Utilizes knowledge of inheritance gift, income, and estate taxes to sell services to clients. Summarizes account assets to determine eligibility, qualifications, and tax classification. Maintains current in-depth knowledge of a full range of trust-oriented services (e.g. personal trusts, living trusts, wills, investment management, security custody, financial consulting, estate, and tax planning) and applicable laws and regulations to ensure compliance of financial planning activities. Initiates and follows through on requests for loan, checking, or savings account services by contacting banking and operations areas as appropriate. Maintains periodic contact with clients and acts as a liaison between the client and the rest of the bank for various activities (e.g., setting up accounts, facilitating transactions). Cross-sells relationship improvement opportunities to existing clients by providing pertinent client update information to partners within appropriate areas of the bank. Sets personal sales goals with the manager based on sales history and product knowledge. Represents personal financial planning in various business councils and task forces and participates in related seminars and product knowledge training for bank partners. Qualifications / Knowledge
Knowledge of fiduciary products and services (e.g. personal trusts, living trusts, wills, investment management, security custody, financial consulting, estate planning), including fee structures and documentation, acquired through work experience. Knowledge of federal, state, and local laws and regulations pertaining to fiduciary services and estate and tax planning, acquired through formal education and work experience. Analytical and sales skills to relate client asset situations to specific products and to respond with appropriate solutions. Experience: 5-7 years of trust sales or trust relationship management. Working With Us
As a Northern Trust partner, you will be part of a flexible and collaborative work culture in an organization where financial strength and stability support new ideas. Movement within the organization is encouraged; senior leaders are accessible; you can take pride in working for a company committed to the communities we serve. Build your career with us and apply today. Reasonable accommodation Northern Trust is committed to providing reasonable accommodations to individuals with disabilities. If you need an accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and discuss your flexible working requirements. Location
Portland, Oregon Metropolitan Area Compensation: $180,000.00-$200,000.00; $100,000.00-$120,000.00 (location/role dependent)
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