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.
Major Duties :1. Collect, organize and maintain client personal and financial wealth plan profile data. 2. Review and synthesize client profile data and assist in the design of client profiles and wealth plans integrating wealth management, wealth transfer and tax efficiency goals. 3. Communicate with internal and external partners, professional advisors and others to obtain and deliver wealth plan related information. 4. Conduct fundamental research related to wealth plan solutions and strategies. 5. Identify and prepare fee analysis of Northern and other products and services. 6. Prepare presentations for client meetings. 7. Where supporting Lead Relationship Manager, interact with service areas to help determine service requirements and issue resolution strategies and coordinate daily activities, oversee transaction processing, and handle inquiry resolution. 8. Carries out complex activities with significant financial, client, and/or internal business impact 9. May have direct interaction with committees and/or Senior Management 10. Able to serve as a key subject matter expert and mentor to other more junior level employees 11. May manage daily operational activities and supervise day-to-day work of junior level employees (but not a formal management role) 12. More technically sound in area of expertise and has broader knowledge of other areas 13. Delivers a work product that requires less revision 14. Able to facilitate discussions and reach decisions Knowledge :Knowledge of financial services, financial markets and financial planning, usually acquired by formal education or work related experience. Knowledge of financial analysis required to analyze and interpret data. Expected to have or be pursuing professional designations including CFP®, MBA and similar evidence of advanced learning and professional qualification. Experience :3 to 5 years of financial and wealth planning and analysis experience with high-income/net worth individuals and families desired.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 [email protected].
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.
Skills Required
- Knowledge of financial services, financial markets, and financial planning
- Knowledge of financial analysis to analyze and interpret data
- Experience preparing client presentations and fee analyses
- Ability to collect, organize, and maintain client personal and financial data
- Experience communicating and coordinating with internal/external partners and professional advisors
- Conducting fundamental research related to wealth plan solutions and strategies
- Expected to have or be pursuing professional designations (CFP, MBA, or similar)
- 3 to 5 years of financial and wealth planning and analysis experience with high-income/net worth individuals and families
Northern Trust Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Northern Trust and has not been reviewed or approved by Northern Trust.
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Retirement Support — A 401(k) with company match alongside an employer‑funded defined‑benefit pension is highlighted in employer‑verified materials and filings, setting the retirement package apart from many private employers.
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Leave & Time Off Breadth — PTO is portrayed as solid overall, and two paid volunteer days per year are clearly documented across corporate materials.
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Parental & Family Support — Company sources and postings reference paid parental and caregiver leave and recent enhancements to parental benefits, indicating meaningful family support within the package.
Northern Trust Insights
What We Do
As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families and institutions by remaining true to our enduring principles of service, expertise and integrity. A globally recognized Fortune 500 Company in continuous operation since 1889, we’ve built a legacy of empowering clients to reach their goals with confidence. Since our roots as a trust bank, we’ve grown to a global presence with more than 24,000 employees in more than 20 countries and across six core business units: Wealth Management Asset Management Asset Servicing Technology Corporate Functions Enterprise Operations Join a Team That’s Achieving Greater At Northern Trust, we refer to our employees as partners – with good reason. We understand that relationships are the key to our success. Here you’ll join a diverse and inclusive team of innovators with the drive to challenge the way things have always been done. Instead of choosing between a dynamic career and work-life balance, enjoy working with a team that supports your goals in the office and at home. We’ll help you get where you want to go without sacrificing what matters most to you. Delivering value and adhering to our enduring principles What are enduring principles? Since our founding, they have guided our strategy and success. Thanks to the dedication of our partners, Northern Trust continues to thrive by adhering to three enduring principles: service, expertise and integrity . What does this mean? Service Northern Trust has a relentless drive to provide exceptional service to our clients, our partners and our communities. We set new standards and go above and beyond in our commitment to delivering greater results. Expertise Expertise is at the core of who we are. We focus sharply on what we do well. From expanding our capabilities, to hiring talented professionals to developing innovative solutions, our expertise is why we continue to be a trusted advisor for generations of families and institutions. Integrity Operating with uncompromising ethics is central to Northern Trust’s heritage. As a result, our clients, partners and communities know they can rely on us. For more than 130 years, our integrity has been our guide – and that will never change.
Why Work With Us
At Northern Trust, we go further because we go together. We embrace flexibility, encourage balance, and prioritize inclusion at all levels, working together to keep you connected. We are committed to our employees—all 24,000 of them. Whether this is a first step or a bold new leap in your career, we’re here to help you move forward.
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