Senior Wealth & Lending Advisor

Northern Trust Corp; San Francisco (CA); On-site; USD 158,010 - 268,640; Full time

Benefits offered by this job

401k and pension

Medical, dental, and vision benefits

Paid time off and leave

Discretionary bonus program

Job summary

A leading financial institution in San Francisco is seeking a Sr. Banking Advisor to develop and manage client relationships, negotiate complex agreements, and provide expert financial consulting. The ideal candidate should have over 5 years of relevant experience and skills in negotiation and leadership. This role offers a comprehensive benefits package, including retirement benefits and health coverage, as well as a competitive salary range from $158,010 to $268,640.

Qualifications

• At least 5 years in financial analysis, client servicing, or commercial lending.
• Knowledge of investments and fiduciary concepts.
• Ability to lead functional teams or projects.

Responsibilities

• Develop new client relationships and manage existing ones.
• Negotiate complex loan agreements and oversee documentation.
• Provide comprehensive consulting and leadership to teams.

Skills

Negotiation skills

Leadership skills

Sales skills

Excellent oral and written communication

Adaptability to change

Education

Advanced knowledge of banking and financial consulting

Job description

A leading financial institution in San Francisco is seeking a Sr. Banking Advisor to develop and manage client relationships, negotiate complex agreements, and provide expert financial consulting. The ideal candidate should have over 5 years of relevant experience and skills in negotiation and leadership. This role offers a comprehensive benefits package, including retirement benefits and health coverage, as well as a competitive salary range from $158,010 to $268,640.