Jobs at Northern Trust

Manages complex wealth management and fiduciary client relationships, leads holistic financial advice conversations, identifies business opportunities, and provides guidance on trust, tax, estate planning, investments, and regulatory matters. Builds relationships with clients and professional advisors, manages fiduciary risk, mentors relationship advisors, leads projects, and represents Northern Trust externally. Requires extensive fiduciary expertise and 12–15 years of relevant experience.

Advises complex high-net-worth clients and families on comprehensive investment strategies and portfolio programs. Manages sensitive trust and agency accounts, develops customized investment solutions, coordinates with internal and external advisors, and aligns portfolio activity with client objectives and trust requirements. Maintains expertise across investment strategies and alternative assets, represents Northern Trust at client and advisor forums, and contributes to investment committees and strategic relationship development.

Provides administrative, operational, logistical, reporting, and project support to a business unit. Responsibilities include compiling and analyzing data, preparing reports and presentations, maintaining procedures and manuals, resolving routine issues, and assisting with business unit planning and administration.

Coordinates administration and servicing for complex fiduciary, investment management, estate, guardianship, and custody accounts. Resolves client issues, manages servicing requests and account changes, maintains documentation and system records, supports compliance and reviews, and assists with client presentations and business development. Acts as a subject matter expert and mentor while facilitating decisions and process improvements.

Leads Northern Trust’s Orange County Wealth Management business, overseeing advisors, client relationships, business development, profitability, budgets, and market growth. The Senior Managing Director sets strategy, manages performance, recruits and develops talent, drives sales, retains clients, handles complex client needs, and represents the firm in the community. The role requires extensive wealth management leadership experience and expertise in trust, banking, investment management, and advisory services.

Ten-week wealth management internship involving market research, investment review preparation, analytical project work, and sales and marketing campaign support. Interns participate in professional development, networking, mentorship, and cross-functional projects while gaining exposure to wealth advisory and private investment office career paths.

Lead and manage a portfolio of sophisticated wealth management and fiduciary client relationships. Provide holistic, goals-driven advice on trusts, estate planning, investments and tax issues; identify business opportunities; mentor junior partners; ensure compliance with fiduciary standards and internal policies; cultivate referral sources; and travel to meet clients as needed.

Provide administrative support including preparing documents and reports, scheduling meetings and travel, data entry and verification, maintaining records, tracking expenses, greeting clients/vendors, and responding to general inquiries. Perform routine operational tasks while ensuring confidentiality and assisting managers and department partners.

Lead and direct all activities for one or more offices/locations, set strategy and financial plans, oversee budgeting, pricing, client relationships, retention and new business development, and identify market expansion and acquisition opportunities.

Senior client-development sales role focused on cultivating and converting UHNW individuals, families, and institutions. Develop and execute business development strategies, advise on estate, wealth transfer, and tax planning, coordinate internal specialists for onboarding and account management, and serve as a local brand ambassador engaging professional advisors and community/philanthropic networks.

Lead and manage high-net-worth client relationships, develop tailored wealth management strategies, coordinate specialists across banking, investments, tax, estate and philanthropy, grow relationships and source new clients, prepare targeted presentations, close sales, and leverage digital solutions to enhance service delivery.

Provide financial advice and investment strategies to high-net-worth clients, collaborate with advisory and trading teams, document client interactions in Salesforce, set sales goals, monitor markets, and participate in training while ensuring excellent client service and compliance.