Sr Account Manager, WM Advisory

About the role

Northern Trust, a Fortune 500 company founded in 1889, is a global financial institution known for its award-winning services and commitment to integrity. The company serves sophisticated clients through its Wealth Management Advisory team.

Responsibilities

• Coordinate end-to-end account administration for complex fiduciary relationships, including personal trusts, investment management, estate settlements, guardianships, 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.

Requirements

• 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.
• A 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.