Senior Wealth Management Advisor

001 The Northern Trust Company; Austin (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

Northern Trust seeks a seasoned wealth management professional to grow client relationships and manage complex banking, credit and treasury needs. You will analyze financing options, structure loans, and advise clients on wealth strategies, while leading cross-functional teams to deliver strategic outcomes.

With at least 5 years in financial analysis and client servicing, you will build a robust COI network and drive initiatives across business lines in a collaborative, inclusive culture.

Qualifications

• Minimum 5 years in financial analysis and client servicing or lending/credit experience.
• Proven ability to develop client relationships and cross-sell opportunities.
• Strong negotiation, leadership and oral/written communication skills.

Responsibilities

• Develops new relationships and markets for specific clients within wealth management.
• Manages complex banking, credit and treasury client relationships and cross-sell opportunities.
• Structures and negotiates loans and leases per policy guidelines.
• Analyzes terms of loans and negotiates pricing, rates and documentation.
• Advises clients on Goals Driven Wealth Management strategies.
• Leads cross-functional teams and drives strategic program initiatives.

Skills

Negotiation

Leadership

Sales

Client servicing

Financial analysis

Education

Bachelor's degree in finance or related field

Tools

CRM systems

Bloomberg Terminal

Job description

Northern Trust seeks a seasoned wealth management professional to grow client relationships and manage complex banking, credit and treasury needs. You will analyze financing options, structure loans, and advise clients on wealth strategies, while leading cross-functional teams to deliver strategic outcomes.

With at least 5 years in financial analysis and client servicing, you will build a robust COI network and drive initiatives across business lines in a collaborative, inclusive culture.