Account Manager, WM Advisory

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.

Account Manager, Wealth Management Advisory

Summary

Under general supervision, the Account Manager independently supports and services client relationships by coordinating the administration of complex fiduciary, investment management, estate settlement, guardianship, and custody accounts. This role partners closely with Trust Advisors and Client Support Services to ensure a high standard of client service, efficient account administration, and timely execution of servicing activities.

Role Overview

As an Account Manager on the Wealth Management Advisory team, you will play a key role in supporting complex client relationships through proactive coordination of account administration and client servicing activities. You will serve as a primary point of support for client inquiries, oversee servicing events, and collaborate with internal partners to ensure accurate execution and follow-up.

Key Responsibilities

• Coordinate account administration for fiduciary, investment management, estate settlement, guardianship, and custody accounts supporting complex client relationships.
• Serve as a central point of contact for client servicing requests, ensuring timely resolution and clear communication.
• Develop and maintain a working knowledge of governing documents, account agreements, and internal policies.
• Partner with Trust Advisors and internal service teams to facilitate account openings, closings, cash movements, and fee setups.
• Oversee action plans for client servicing events, ensuring execution, follow-up, and documentation.
• Communicate regularly with clients regarding account status, documentation requirements, and ongoing servicing needs.
• Engage the Client Support Services Team to support transaction processing and other servicing deliverables.
• Identify opportunities to improve service efficiency, workflows, and overall service delivery.
• Maintain proficiency in business applications and client-facing tools used in relationship management.
• Support Trust Advisors with account acceptance, discretionary request analysis, compliance requirements, and annual account reviews.
• Assist with business development efforts and preparation of client presentations.
• Act as a subject matter expert and mentor to more junior team members.
• Facilitate discussions, collaborate across partners, and support decision-making when needed.

Qualifications

Required

• In-depth functional or industry knowledge of personal trust, estate, guardianship, and advisory services, typically gained through relevant experience
• Knowledge of internal bank trust functions
• Strong analytical, problem-solving, and organizational skills
• Excellent written and verbal communication skills
• Ability to work independently with minimal supervision
• High degree of flexibility and adaptability in a changing environment
• Solid technical and systems aptitude

• College or university degree, or equivalent relevant experience
• Minimum of three years of experience in financial services, fiduciary administration, or a related field

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Working with Us:

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.

We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater

Reasonable accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com .

We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.