Senior Wealth Advisory Account Manager

Northern Trust Corp; Chicago (IL); Hybrid; USD 74,000 - 126,000; Full time

Job summary

Northern Trust in Chicago, IL seeks a Senior Account Manager in Wealth Management Advisory to oversee complex fiduciary and custody relationships, coordinate account administration, and deliver service plans to clients.

The role emphasizes client interaction, collaboration with Estate Settlement and Trust teams, and the ability to develop strategies, prepare presentations, and support business development.

Qualifications

• A college or university degree or equivalent experience preferred.
• 5–7 years in financial servicing or related experience preferred.
• Excellent verbal and written communication and strong analytical skills.

Responsibilities

• Coordinate administration of fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
• Develop and maintain knowledge of governing documents and account agreements.
• Receive service requests from clients and partners and facilitate service changes or transactions.
• Coordinate resolution of client issues and inform clients of steps taken.
• Develop action plans for client servicing events and ensure execution and follow-up.

Skills

Verbal & Written Communication

Analytical Skills

Problem Solving

Organizational Skills

Adaptability

MS Office/Workday

Education

College or University degree

Tools

MS Office

Workday

Job description

Northern Trust in Chicago, IL seeks a Senior Account Manager in Wealth Management Advisory to oversee complex fiduciary and custody relationships, coordinate account administration, and deliver service plans to clients.

The role emphasizes client interaction, collaboration with Estate Settlement and Trust teams, and the ability to develop strategies, prepare presentations, and support business development.