Senior Wealth & Lending Advisor

001 The Northern Trust Company

San Francisco (CA)

On-site

USD 158,000 - 269,000

Full time

14 days+
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Benefits offered by this job

401k and pension
Health and welfare benefits
Paid time off
Parental leave
Caregiver leave
Life & accident insurance
Discretionary bonus program

Job summary

Northern Trust, a Fortune 500 financial institution, seeks an experienced professional to develop client relationships and manage sophisticated wealth management needs. The role involves advising on goals-driven strategies, negotiating complex financing, and leading cross-functional collaborations with partners to deliver integrated wealth solutions.

The candidate should bring deep knowledge of banking, investments, and fiduciary services, with strong negotiation, leadership, and communication

Qualifications

  • Advanced knowledge of the banking industry and financing concepts.
  • Knowledge of investments, trust and financial consulting concepts.
  • Skills in negotiation, leadership and sales.
  • Excellent oral and written communication skills.
  • Highly flexible and adaptable to change.
  • Interprets internal/external business challenges and recommends best practices.

Responsibilities

  • Develops new relationships and identifies prospects for specific clients.
  • Manages wealth management client relationships and cross-sell opportunities.
  • Structure and negotiate complex loan or lease agreements.
  • Analyze and negotiate loan terms and documentation.
  • Advise clients on Goals Driven Wealth Management.

Skills

Negotiation
Leadership
Sales
Communication
Adaptability

Job description

Northern Trust, a Fortune 500 financial institution, seeks an experienced professional to develop client relationships and manage sophisticated wealth management needs. The role involves advising on goals-driven strategies, negotiating complex financing, and leading cross-functional collaborations with partners to deliver integrated wealth solutions.

The candidate should bring deep knowledge of banking, investments, and fiduciary services, with strong negotiation, leadership, and communication

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