Senior Banking & Wealth Advisor

Northern Trust Corp.; Phoenix (AZ); On-site; USD 100,000 - 140,000; Full time

Job summary

Northern Trust Corp. is seeking a seasoned wealth management professional in the Phoenix area to develop new client relationships and manage complex wealth management banking, credit and treasury relationships.

You will identify cross-selling opportunities beyond banking and act as a subject-matter expert to guide teams. The role emphasizes negotiating loan terms, structuring financing arrangements, and advising clients on Goals Driven Wealth Management.

Qualifications

• 5+ years in financial analysis and client servicing experience.
• Experience in lending or leasing is desirable.
• Strong negotiation and client relationship skills.
• Excellent written and verbal communication.

Responsibilities

• Develops new relationships and identifies prospects for specific clients.
• Manages complex wealth management client relationships and cross-sell opportunities.
• Structures and negotiates loans or leases according to policy guidelines.
• Advises clients on goals-based wealth management strategies.
• Provides leadership and expertise to teams and partners.

Skills

Relationship management

Sales

Negotiation

Communication skills

Financial analysis

Job description

Northern Trust Corp. is seeking a seasoned wealth management professional in the Phoenix area to develop new client relationships and manage complex wealth management banking, credit and treasury relationships.

You will identify cross-selling opportunities beyond banking and act as a subject-matter expert to guide teams. The role emphasizes negotiating loan terms, structuring financing arrangements, and advising clients on Goals Driven Wealth Management.