Jobs at Northern Trust

Provide administrative, operational, logistical and project support across multiple business units. Prepare and run reports, compile and analyze data for presentations, maintain business unit procedures, support client servicing action plans, and act as a technical resource for business applications. Work under direct supervision, resolve routine issues, and develop proficiency across job functions.

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.

Lead lending support operations to improve loan processing efficiency and client experience. Coordinate loan onboarding, credit documentation, deal implementation, and portfolio support. Manage team performance, training, pipeline tracking, compliance, and process improvement initiatives across lending stakeholders.

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.

Support and/or own new prospective client opportunities: profile prospects, present bank products, coordinate RFPs and fee proposals, cross-sell to existing clients, provide subject-matter expertise, and drive strategic partner and advisor development while working onsite.

Support and service complex fiduciary, investment management, and custody client relationships. Coordinate account administration, resolve client issues, oversee transaction processing, assist relationship advisors with onboarding, compliance, reviews, and client presentations, and identify process improvements. Serve as a subject matter expert and mentor while maintaining client communications and internal documentation.

Manage complex fiduciary and wealth management client relationships, provide holistic, goals-driven advice, coordinate with service teams and advisors, ensure fiduciary compliance, develop business, mentor junior staff, and resolve complex fiduciary issues.

Lead investment strategy and portfolio management for high-net-worth and trust clients. Oversee local investment practice, ensure compliance and risk management, mentor and hire staff, support business development, implement new capabilities and best practices, and represent the market in complex client situations and firm initiatives.

Manage fiduciary and agency relationships for foundations and institutional clients, provide fiduciary advice, ensure compliance with laws and internal policies, resolve issues, onboard clients, mentor colleagues, and support fiduciary projects and client-facing initiatives.

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 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.

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.

Sell investment management, advisory, and asset servicing to institutional clients (foundations, endowments, nonprofits). Source and qualify prospects, respond to RFPs, deliver presentations with internal partners, cross-sell services, maintain market knowledge, ensure compliance with laws/regulations, and manage complex client activities to retain and grow accounts.

Provide client consultations to identify goals and risk tolerance, develop and implement investment strategies, collaborate with traders and advisory team, document client interactions in Salesforce, monitor markets and execute recommendations, set personal sales goals, and deliver high-level client service while participating in training and team initiatives.