Teams at Northern Trust

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.