Sr Account Mgr, WM Advisory

Job title: Sr Account Mgr, WM Advisory

About the Role Senior Account Manager, WM Advisory at Northern Trust. This role coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships. It involves collaborating with Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and Client Advisors to ensure accurate setup, servicing, documentation, and timely resolution of client requests.

What You'll Do

• Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
• Develops and maintains working knowledge of governing documents and account agreements.
• Receives service requests from clients and partners, communicates to service partners; obtains appropriate information to facilitate service changes or transactions.
• Coordinates resolution of client issues; informs client of steps taken to resolve requests or problems.
• Oversees development of action plans for client servicing events and ensures execution and follow-up; communicates with clients regularly about account status, document requests, or other information.
• Engages the Client Support Services Team on execution of client servicing events, account opening and closing, cash movement, and fee set-ups.
• Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors in account acceptance, discretionary request analysis and process, compliance management and annual account review; ensures documentation is collected and imaged; ensures systems information is up-to-date; ensures accurate set up and review of fees; documents services provided and ongoing written communications with client as appropriate.
• Develops and maintains knowledge of various business applications critical to relationship management including client on-line tools.
• Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors with business development and client presentations.
• Identifies service efficiency enhancements, process improvements, and service delivery using creative and proactive measures.
• Serves as a key subject-matter expert and mentor to other more junior-level employees.
• May manage daily operational activities and supervise day-to-day work of junior-level employees (but not a formal management role).
• More technically sound in area of expertise and broader knowledge of other areas.
• Delivers a work product that requires less revision; able to facilitate discussions and reach decisions.

What We're Looking For

• Excellent oral and written communication skills.
• In-depth functional/industry knowledge of personal trust, estate, guardian and advisory services and products.
• Knowledge of internal bank trust functions.
• Analytical, problem solving, and organizational skills.
• Highly flexible and adaptable to change.
• Technical skills / systems knowledge (e.g., PeopleSoft).
• Bachelor's degree or equivalent work experience preferred.
• 5-7 years of financial servicing or related experience preferred.
• Authorized to work in the U.S. without visa sponsorship (no sponsorship).

Nice to Have

• Experience mentoring or supervising junior staff.