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. Researches prospects through Factiva and Lexus Nexis. Prepares
materials (i.e. letters, agreements, marketing updates) for prospect,
COI or client meetings and presentations.
2. Compiles reports for prospects, COI or client meetings and
presentations.
3. Makes necessary arrangements for prospect, COI or client meetings
involving travel, audio-visual aides, seminar/lunch/dinner reservations,
meetings, seminars, etc
4. Performs special projects (i.e. coordinating reports, preparing account
analysis and workflow reports) that require responding to specific
account inquiries and issues.
5. Work with prospect database to implement proactive DRIP campaign
to convert leads into prospects. Set up files on new business
prospects.
6. Reviews and organizes all asset/family information and trust
documents to assess the bank¿s appointment status, and any
discrepancies between documents. Reviews all correspondence and
accompanying documentation from prospects and attorneys to
assimilate all possible information about new business opportunity.
7. Submits account documents to the legal area and external attorneys
after inspecting them to ensure adherence to established guidelines
and to obtain missing information, correct documents, clarify
information, and resolve problem situations.
8. Works with Wealth Strategists to maintain active prospect files and
reminders to initiate calls for making forward progress.
9. Composes letters to prospective clients and follows up with telephone
calls to arrange meetings.
10. Communicates with partner areas on all aspects of a prospect/client
relationship and initiates activity which fulfills a partner¿s or client¿s
needs.
11. Responds to individual prospects¿/clients' inquiries and respond
through written correspondence or via telephone.
12. Develop in-depth knowledge of a full range of trust-oriented services
(e.g. personal trusts, living trusts, wills, investment management,
security custody, financial consulting, estate and tax planning). Attend
meetings and classes to keep abreast of personal financial planning
products and services.
13. Be able to lead sales calls and present to COIs/prospects without the
assistance of a Wealth Strategist. Develop independent calling
program.
Knowledge :
- Basic knowledge of personal financial planning, trust and investment products and services are required to perform primary duties. Knowledge of the bank computer applications (Lotus Notes, Trust System, Contact Management) is required to generate sales reports and databases. Organizational and personal computer skills are necessary to prepare materials for prospect and COI meetings and presentations.
- Knowledge of fiduciary products and services (e.g. personal trusts, living trusts, wills, investment management, security custody, financial consulting, estate planning), including fee structures, documentation, policies and procedures usually acquired through work-related instruction or work experience is required to respond to account related matters and various sales situations.
- Knowledge of the duties performed within the various departments and divisions of the bank acquired through work experience is required to direct inquiries and requests for client-related information.
- Analytical, organizational and sales skills are required to proactively manage the sales process. Interactive skills are required to understand prospect needs and respond with the appropriate solutions.
Experience :
- Undergraduate Degree or equivalent experience
- Strong computer skills : PowerPoint, Word, Excel
- 1-3 years of trust sales or trust relationship management experience
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
- Undergraduate degree or equivalent experience
- 1-3 years of trust sales or trust relationship management experience
- Strong computer skills: PowerPoint, Word, Excel
- Knowledge of personal financial planning, trust and investment products and services
- Knowledge of fiduciary products and services, fee structures, documentation, policies and procedures
- Knowledge of bank computer applications (Lotus Notes, Trust System, Contact Management)
- Analytical, organizational and sales skills to manage the sales process
- Strong interpersonal/communication skills and ability to lead sales calls and present independently
- Experience researching prospects using Factiva and LexisNexis
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 — Retirement offerings are positioned as a standout, with a 401(k) plus an additional employer-funded pension described as a differentiator. This combination is repeatedly framed as a meaningful offset within total rewards, especially for long-term financial security.
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Leave & Time Off Breadth — Time-off benefits are depicted as generous, spanning paid time off, holidays, and dedicated paid volunteer time. The breadth of leave options is highlighted as a consistent strength that supports work-life balance.
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Healthcare Strength — Health coverage is characterized as comprehensive, typically including medical, dental, vision, and mental-health support through an assistance program. The offering is portrayed as robust and family-supportive, with multiple plan options in some descriptions.
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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