Senior Wealth & Banking Advisory Lead

Northern Trust; Phoenix (AZ); On-site; USD 120,000 - 180,000; Full time

Job summary

Northern Trust is seeking an experienced wealth management professional to grow client relationships and manage complex banking, credit and treasury management services for sophisticated clients. You will lead cross-functional teams and provide strategic guidance on lending, investments and fiduciary opportunities.

The role requires strong negotiation, leadership and communication skills, with a focus on delivering tailored wealth management solutions and building a broad partner network.

Qualifications

• Advanced knowledge of the banking industry and financing concepts.
• Negotiation, leadership and sales skills to develop client relationships.
• Excellent oral and written communication skills.

Responsibilities

• Develops new relationships and marketing strategies for clients.
• Manages complex wealth management banking relationships and financing opportunities.
• Structure and negotiate loans and leases per policy guidelines.
• Advise clients on Goals Driven Wealth Management and cross-sell opportunities.
• Provide leadership and cross-functional collaboration to teams and partners.

Skills

Negotiation

Leadership

Sales

Communication

Adaptability

Problem solving

Financial analysis

Client servicing

Cross-selling

Industry knowledge

Job description

Northern Trust is seeking an experienced wealth management professional to grow client relationships and manage complex banking, credit and treasury management services for sophisticated clients. You will lead cross-functional teams and provide strategic guidance on lending, investments and fiduciary opportunities.

The role requires strong negotiation, leadership and communication skills, with a focus on delivering tailored wealth management solutions and building a broad partner network.