Sr. Banking Advisor

Northern Trust; Austin (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Northern Trust is seeking a seasoned professional in Austin to manage and grow complex wealth management banking relationships. The role involves advising clients on goals-driven wealth strategies, structuring loans, and coordinating cross-functional efforts with trusted partner networks.

You will lead large cross-functional initiatives, negotiate terms, and deliver high-touch service to a sophisticated client base in a dynamic market. A senior banker profile with 5+ years of experience is ideal.

Qualifications

• Advanced knowledge of the banking industry and financing concepts.
• Strong negotiation, leadership and sales skills.
• Excellent oral and written communication abilities.
• Highly adaptable to change and able to interpret business challenges.

Responsibilities

• Develops new relationships and identifies prospects; creates marketing strategy for clients.
• Manages complex wealth management banking credit and treasury relationships; identifies cross-sell opportunities.
• Structures and negotiates loan/lease agreements per policy guidelines; analyzes terms and pricing.
• Advises clients on Goals Driven Wealth Management and coordinates with COI networks.
• Provides consultative leadership and strategic direction across business function activities.
• Leads cross-functional teams on large-scale initiatives and projects.

Skills

Banking industry knowledge

Negotiation

Sales

Oral and written communication

Leadership

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

• Develops new relationships. Identifies prospects and develops the marketing strategy for specific clients.
• Manages complex wealth management banking credit and treasury management client relationships and identifies opportunities external to banking in the areas of investment and fiduciary
• Responsible for structuring and negotiating complex loan and/or lease agreements according to guidelines established by senior bank and business unit management
• Analyzes and negotiates the terms of loans, such as special pricing conditions, interest rates, Swaps etc. according to guidelines set by the Credit Policy Committee. Oversees and negotiates the preparation of documentation necessary for the financing agreement
• Advise and consult with clients as it relates to Goals Driven Wealth Management
• Generates leads through well established relationships with COI’s and cultivates a network of additional COI’s
• As subject area expert, provides comprehensive, in-depth consulting and leadership to team and partners at a high technical level
• Carries out activities that are large in scope, cross-functional and technically difficult
• Role is balanced between high level operational execution and development and execution of strategic direction of business function activities
• Responsible for direct interaction with different committees and/or management.
• Strategic in developing, implementing and administering programs within functional areas
• Leads others to solve complex problems

Knowledge

• Advanced knowledge of the banking industry, competition and financing, usually acquired through formal education and experience is required. Knowledge of investments, trust and financial consulting concepts is necessary to identify cross selling opportunities
• Skills in negotiation, leadership and sales are necessary to develop the client and prospect relationships and a partner network
• Excellent oral and written communication skills are required
• Highly flexible and adaptable to change
• Interprets internal/external business challenges and recommends best practices to improve products, processes or services
• Communicates difficult concepts and negotiates with others to adopt a different point of view
• Requires specialized depth and/or breadth of expertise in own job discipline or field

Experience

• At least 5 years in financial analysis and client servicing experience, or commercial lending or leasing experience
• May lead functional teams or projects with moderate resource requirements, risk, and/or complexity

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 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.