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Reposted One Month AgoSaved
Hybrid
Milwaukee, WI, USA
Senior level
Senior level
Artificial Intelligence • Cloud • Fintech • Information Technology • Analytics • Financial Services • Cybersecurity
Coordinate administration of complex fiduciary, investment management, estate settlement, guardianship, and custody accounts. Serve as subject-matter expert, resolve client issues, support account openings/closings, collaborate with advisors and service teams, maintain documentation and systems, mentor junior staff, and identify process improvements.
Top Skills: Peoplesoft
Reposted One Month AgoSaved
Hybrid
San Diego, CA, USA
237K-414K Annually
Expert/Leader
237K-414K Annually
Expert/Leader
Artificial Intelligence • Cloud • Fintech • Information Technology • Analytics • Financial Services • Cybersecurity
Lead and cultivate deep client relationships, coordinate multi-disciplinary teams to deliver customized wealth management solutions, source and close new business, develop financial plans and presentations, and oversee investment, tax, estate, banking, credit, and philanthropic strategies to meet clients' short- and long-term goals.
Reposted One Month AgoSaved
Hybrid
Chicago, IL, USA
165K-288K Annually
Senior level
165K-288K Annually
Senior level
Artificial Intelligence • Cloud • Fintech • Information Technology • Analytics • Financial Services • Cybersecurity
Lead investor relations and fundraising for the wealth channel, building advisor relationships, supporting capital raising and product launches, creating client communications and materials, coordinating cross-functional teams, and driving advisor engagement and pipeline development for private markets offerings.
Reposted One Month AgoSaved
Hybrid
New York, NY, USA
189K-331K Annually
Senior level
189K-331K Annually
Senior level
Artificial Intelligence • Cloud • Fintech • Information Technology • Analytics • Financial Services • Cybersecurity
Lead development and implementation of comprehensive wealth plans for high/ultra-high net worth clients. Collaborate with Portfolio Managers, Trust Advisors, bankers and external professional advisors to design tax-efficient wealth transfer, estate planning, and philanthropic strategies. Monitor plans, identify relationship expansion opportunities, mentor junior advisors, and participate in advisor cultivation and events.
Reposted One Month AgoSaved
Hybrid
Saint Peter Port, Guernsey, GGY
Senior level
Senior level
Artificial Intelligence • Cloud • Fintech • Information Technology • Analytics • Financial Services • Cybersecurity
Join Northern Trust's Guernsey AML centre to perform investor AML onboarding and ongoing monitoring, execute EMEA-wide monitoring projects, liaise with Transfer Agency and Client Services, ensure regulatory compliance, conduct research, and drive operational improvements across fund administration and investor services.
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Reposted One Month AgoSaved
Hybrid
Limerick, IRL
Senior level
Senior level
Artificial Intelligence • Cloud • Fintech • Information Technology • Analytics • Financial Services • Cybersecurity
Lead reporting, analytics, and BI for the Chief Control Officer organization; support financial planning, FTE/capacity and compliance reporting; drive OKRs, transformation initiatives, and present actionable insights to senior leadership.
Reposted One Month AgoSaved
Hybrid
Manila, Metro Manila, National Capital Region, PHL
Senior level
Senior level
Artificial Intelligence • Cloud • Fintech • Information Technology • Analytics • Financial Services • Cybersecurity
Support Funds Transfer Pricing (FTP), forecasting, and Capital Adequacy Assessment Process (CAAP). Maintain FTP reporting, run financial analyses, prepare presentations and documentation, and coordinate with Finance Technology, Treasury, Capital Adequacy, and business units for monthly/quarterly/annual planning and ad hoc requests.
Top Skills: CopilotMicrosoft 365Power BI
Reposted One Month AgoSaved
Hybrid
Washington, DC, USA
131K-222K Annually
Senior level
131K-222K Annually
Senior level
Artificial Intelligence • Cloud • Fintech • Information Technology • Analytics • Financial Services • Cybersecurity
Lead intermediary sales in a defined region to grow adoption of Northern Trust Asset Management products. Build and manage relationships with RIAs, wirehouses and broker/dealers, deliver presentations, coordinate events, report activity in Salesforce, manage regional team and budgets, and drive business development and implementation opportunities.
Top Skills: Salesforce
Reposted One Month AgoSaved
Hybrid
San Diego, CA, USA
189K-331K Annually
Senior level
189K-331K Annually
Senior level
Artificial Intelligence • Cloud • Fintech • Information Technology • Analytics • Financial Services • Cybersecurity
Manage a portfolio of sophisticated wealth clients, deliver fiduciary and holistic wealth advice, oversee trust and estate matters, identify relationship and business opportunities, ensure compliance with fiduciary standards, mentor junior colleagues, and travel to meet clients as needed.
Reposted One Month AgoSaved
Hybrid
New York, NY, USA
158K-276K Annually
Senior level
158K-276K Annually
Senior level
Artificial Intelligence • Cloud • Fintech • Information Technology • Analytics • Financial Services • Cybersecurity
Senior business-development role focused on cultivating and converting UHNW individuals, families, and institutions. Develop and execute client acquisition strategies, advise on estate, wealth transfer and tax planning, coordinate with internal specialists, manage handoffs to service teams, and act as a local brand ambassador and community leader to grow Northern Trust relationships.
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