Jobs · Sales · California

Sr. Banking Advisor

Northern Trust · Los Angeles, CA · 3 wk ago
Sales$158k–$269k/yrFull-time

About the role

Northern Trust, a Fortune 500 company founded in 1889, is a global financial institution known for its service, expertise, and integrity. With over 22,000 partners and a history spanning over 130 years, Northern Trust serves the world's most sophisticated clients through innovative financial services and exceptional service.

Major Duties

  • Develops new relationships and identifies prospects, managing complex wealth management, banking, credit, and treasury management client relationships.
  • Manages and negotiates complex loan and/or lease agreements, analyzing and setting terms according to guidelines from senior management.
  • Oversees and negotiates the preparation of necessary financing documentation.
  • Advises and consults with clients on goals-driven wealth management strategies.
  • Generates leads through established relationships with COI’s and builds a network of additional COI’s.
  • Provides comprehensive, in-depth consulting and leadership to team and partners at a high technical level.
  • Carries out large-scale, cross-functional, and technically challenging tasks.
  • Leads the development, implementation, and administration of programs within functional areas.
  • Interprets internal and external business challenges and recommends best practices to improve products, processes, or services.
  • Communicates complex concepts and negotiates with others to adopt different viewpoints.
  • Requires specialized depth and breadth of expertise in banking, investments, trust, and financial consulting.

Knowledge

Advanced knowledge of the banking industry, competition, and financing, typically gained through formal education and experience, is required. Knowledge of investments, trusts, and financial consulting concepts is necessary to identify cross-selling opportunities.

Skills

  • Negotiation
  • Leadership
  • Sales
  • Excellent oral and written communication skills
  • Flexibility and adaptability to change

Experience

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

Pay

Salary range: $158,010 - 268,640 USD

Benefits

Comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. A discretionary bonus program with an equity component is also provided.

Working With Us

As a Northern Trust partner, you will be part of a flexible and collaborative work culture. Greater achievements await, and you can take pride in working for a company committed to assisting the communities we serve!

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