Senior Wealth & Banking Advisor

Northern Trust; Tampa (FL); Presencial; USD 125.000 - 180.000; Jornada completa

Descripción de la vacante

Northern Trust in Tampa seeks a Senior Banking Advisor to develop and manage complex wealth management client relationships across banking, credit, and treasury management. You will lead new business development, structure financing solutions, and advise clients through a goals-driven wealth management approach.

The role balances high-level strategic execution with hands-on delivery, mentoring teams, negotiating terms, and coordinating with partners to deliver superior service to sophisticated

Formación

• At least 5 years of experience in financial analysis and client servicing, commercial lending, or leasing.
• May lead functional teams or projects with moderate resource requirements, risk, and/or complexity.
• Advanced knowledge of the banking industry and financing concepts.

Responsabilidades

• Develop new client relationships and identify prospects for specific clients.
• Manage complex wealth management banking, credit, and treasury management relationships and identify opportunities beyond banking.
• Structure and negotiate loan/lease agreements per guidelines and prepare financing documentation.
• Advise clients on Goals-Driven Wealth Management and coordinate with partners.
• Generate leads through COIs and build a wider partner network.
• Provide expert consulting to partners and internal teams on technical matters.
• Lead cross-functional initiatives and drive strategic direction for business functions.
• Engage with committees and senior management when required.

Conocimientos

Negotiation

Leadership

Sales

Communication

Flexibility

Descripción del empleo

Northern Trust in Tampa seeks a Senior Banking Advisor to develop and manage complex wealth management client relationships across banking, credit, and treasury management. You will lead new business development, structure financing solutions, and advise clients through a goals-driven wealth management approach.

The role balances high-level strategic execution with hands-on delivery, mentoring teams, negotiating terms, and coordinating with partners to deliver superior service to sophisticated