Sr Account Manager, WM Advisory

About Northern Trust:

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.

Make an impact with complex client relationships.

As a Senior Account Manager with our Wealth Management Advisory team, you will play a critical role supporting high‑net‑worth and complex fiduciary client relationships. You’ll partner closely with Trust Advisors and internal service teams to deliver exceptional client experiences, manage sophisticated accounts, and drive operational excellence.

This is a highly visible role for a seasoned professional who enjoys ownership, collaboration, and being a trusted advisor behind the scenes of complex wealth structures.

What You’ll Do

As a trusted partner on the advisory team, you will:

• Coordinate end‑to‑end account administration for complex fiduciary relationships, including personal trust, investment management, estate settlement, guardianship, and custody accounts.
• Often serve as a primary point of contact for client servicing needs, anticipating issues, resolving requests, and proactively communicating progress and outcomes.
• Maintain deep familiarity with governing documents, account agreements, and regulatory or compliance requirements impacting client accounts.
• Translate client and advisor requests into actionable plans, partnering with internal service teams to execute transactions, changes, and servicing events.
• Oversee action plans for account openings, closings, cash movements, fee set‑ups, and ongoing servicing—ensuring accuracy, timeliness, and follow‑through.
• Collaborate with Client Support Services to ensure seamless execution and a consistently high client experience.
• Identify opportunities to enhance service delivery, improve processes, and increase efficiency through proactive and creative solutions.
• Utilize and maintain expertise in key business applications and digital tools used to support relationship management and client access.
• Support Trust Advisors with account acceptance, discretionary requests, compliance activities, annual reviews, etc. - ensuring documentation is complete, systems are current, and fee structures are accurately established.
• Contribute to client presentations and business development efforts, helping strengthen existing relationships and grow new ones.
• Act as a subject matter expert and mentor to junior team members, sharing knowledge and best practices.
• Facilitate discussions, coordinate stakeholders, and help drive timely decision‑making across teams.

What You Bring

Required Qualifications

• Deep functional and industry knowledge of personal trust, estate, guardianship, and advisory services.
• Strong understanding of internal bank trust functions and operational workflows.
• Excellent analytical, problem‑solving, and organizational skills.
• Strong written and verbal communication skills, with the ability to engage confidently with clients and partners.
• High degree of flexibility and adaptability in a dynamic environment.
• Ability to work independently while thriving in a collaborative, team‑based structure.
• Solid technical aptitude and comfort working across multiple systems and platforms.

Preferred Qualifications

• Bachelor’s degree or equivalent combination of education and relevant experience.
• 5+ years of experience in trust administration, wealth management servicing, or a related financial services role.

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.