Sr Account Mgr, WM Advisory

Quest Oracle Community; Tampa (FL); Hybrid; USD 85,000 - 110,000; Full time

Job summary

Northern Trust is seeking a capable professional to manage complex fiduciary and custody accounts, coordinate servicing events, and ensure accurate documentation and communication with clients. The role emphasizes client service, process improvement, and teamwork within a trusted wealth management environment.

Ideal candidates bring a degree and 5+ years in financial services, with strong communication, analytical, and organizational skills, plus familiarity with PeopleSoft.

Qualifications

• Bachelor's degree or equivalent work experience in finance or related field.
• 5+ years of financial servicing or related experience preferred.
• Excellent communication and ability to interact with clients and colleagues.
• Authorized to work in the U.S. without sponsorship now or in the future.

Responsibilities

• Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
• Develops and maintains knowledge of governing documents and account agreements.
• Receives service requests from clients and partners; conveys information to service partners to facilitate changes or transactions.
• Coordinates resolution of client issues and informs clients of progress.
• Oversees action plans for client servicing events and ensures execution and follow-up.
• Mentors junior staff and supports day-to-day operations without formal management duties.

Skills

Communication skills

Analytical thinking

Problem solving

Organizational skills

Flexibility

PeopleSoft knowledge

Education

Bachelor's degree

Tools

PeopleSoft

Job description

About Northern Trust

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions.

Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.

With more than 135 years of financial experience and over 24,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.

Major Duties

1. Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
2. Develops and maintains working knowledge of governing documents and account agreements.
3. Receives service requests from clients and partners, and communicates to service partners; obtains appropriate information from partners and clients to facilitate service changes or transactions
4. Coordinates resolution of client issues; informs client of steps taken to resolve requests or problems.
5. Oversees development of appropriate action plans for client servicing events and ensures execution and follow‑up; communicates with clients regularly to inform them of account set‑up or status, document requests, or other information.
6. Engages the Client Support Services Team on execution of client servicing events, account opening and closing, cash movement, and fee set‑ups.
7. Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors in account acceptance process, discretionary request analysis and process, compliance management and annual account review process; ensures appropriate documentation is collected and imaged; ensures systems information is up‑to‑date; ensures accurate set up and review of fees; documents services provided, specialized procedures, and ongoing written communications with client as appropriate in managing daily activity.
8. Develops and maintains a working knowledge of various business applications critical to relationship management including client on‑line tools.
9. Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors with business development and client presentations. Identifies service efficiency enhancements, process improvements, and service delivery using creative and proactive measures.
10. Able to serve as a key subject‑matter expert and mentor to other more junior‑level employees
11. May manage daily operational activities and supervise day‑to‑day work of junior‑level employees (but not a formal management role)
12. More technically sound in area of expertise and has broader knowledge of other areas
13. Delivers a work product that requires less revision
14. Able to facilitate discussions and reach decisions

Knowledge

Excellent oral and written communication skills are required

In‑depth Functional / Industry Knowledge of personal trust, estate, guardian and Advisory services and products, usually acquired through related work experience, is required

Knowledge of internal bank trust functions is required

Analytical, problem solving, and organizational skills are required

Highly flexible and adaptable to change

Technical skills / systems knowledge (e.g. Peoplesoft) is required

Experience

A College or University degree and/or relevant proven work experience is preferred.

5+ experience in financial servicing or related experience/credentials preferred.

Work Authorization

Applicants must be authorized to work in the U.S. without the need for employment‑based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment‑based visa).

Working with Us

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.

Philanthropy

Philanthropy is deeply rooted in Northern Trust's history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [e-mail] , or alternatively you can discuss your individual requirements with the recruiter you are working with.