Senior Wealth & Banking Advisor - Strategic Client Leader

001 The Northern Trust Company; Phoenix (AZ); On-site; USD 100,000 - 150,000; Full time

Job summary

Northern Trust is seeking a seasoned professional to drive wealth management relationships and strategic client engagements in Phoenix. You will manage complex banking, credit, and fiduciary opportunities for sophisticated clients, balancing execution with long-term strategic direction.

The role emphasizes leadership, advisory excellence, and cross-functional collaboration to deliver holistic financial solutions while expanding the client network and ensuring superior service.

Qualifications

• Minimum 5 years in financial analysis and client servicing or commercial lending/leasing.
• Strong negotiation, leadership and sales skills.
• Excellent oral and written communication skills.

Responsibilities

• Develops new relationships and marketing strategy for specific clients.
• Manages complex wealth management banking, credit and treasury relationships.
• Structures and negotiates loans and leases per policy guidelines.
• Advises clients on Goals Driven Wealth Management.
• Generates leads and expands COI network.
• Provides high-level consulting and leadership within the team.

Skills

Banking knowledge

Negotiation

Leadership

Communication

Sales

Client servicing

Job description

Northern Trust is seeking a seasoned professional to drive wealth management relationships and strategic client engagements in Phoenix. You will manage complex banking, credit, and fiduciary opportunities for sophisticated clients, balancing execution with long-term strategic direction.

The role emphasizes leadership, advisory excellence, and cross-functional collaboration to deliver holistic financial solutions while expanding the client network and ensuring superior service.