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Reposted 13 Days AgoSaved
Hybrid
San Francisco, CA, USA
150K-269K Annually
Senior level
150K-269K Annually
Senior level
Artificial Intelligence • Cloud • Fintech • Information Technology • Analytics • Financial Services • Cybersecurity
Sell ETF, mutual fund and multi-asset products to prospects and advisors, develop prioritized business plans, deliver customized presentations, act as regional product expert, maintain competitive and regulatory knowledge, collaborate with internal partners to recommend solutions, and execute strategic, cross-functional initiatives to generate fee revenue.
Reposted 13 Days AgoSaved
Hybrid
Portland, OR, USA
Senior level
Senior level
Artificial Intelligence • Cloud • Fintech • Information Technology • Analytics • Financial Services • Cybersecurity
Senior business-development role focused on cultivating and closing new ultra-high-net-worth client relationships. Develop and execute wealth management and estate/tax planning strategies, coordinate with internal specialists to deliver solutions, build advisor networks, and act as a local brand ambassador to grow Northern Trust's client base.
Reposted 13 Days AgoSaved
Hybrid
Chicago, IL, USA
74K-118K Annually
Senior level
74K-118K Annually
Senior level
Artificial Intelligence • Cloud • Fintech • Information Technology • Analytics • Financial Services • Cybersecurity
Senior Analyst provides systems guidance, analyzes and enhances business applications, prepares project documentation and test plans, trains partners, troubleshoots issues, and contributes to system design and prototyping. Works with stakeholders to define automation needs and deliver higher-quality work with minimal revisions.
Top Skills: AzureJavaOracleSpring
Reposted 13 Days AgoSaved
Hybrid
2 Locations
165K-288K Annually
Senior level
165K-288K Annually
Senior level
Artificial Intelligence • Cloud • Fintech • Information Technology • Analytics • Financial Services • Cybersecurity
Lead strategy and continuous improvement of the Asset Servicing client digital journey. Align stakeholders across product, UX, and engineering, define problems and outcomes, prioritize initiatives, drive adoption of digital platforms, and measure business and client outcomes.
Reposted 13 Days AgoSaved
Hybrid
Houston, TX, USA
Senior level
Senior level
Artificial Intelligence • Cloud • Fintech • Information Technology • Analytics • Financial Services • Cybersecurity
Lead relationship manager for Central and South America (focus Mexico). Grow assets, deposits and loans; drive business development, client acquisition and cross‑sell banking, investment and fiduciary services; act as client team quarterback and execute strategic, multi-disciplinary initiatives.
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Reposted 13 Days AgoSaved
Hybrid
Boston, MA, USA
137K-240K Annually
Senior level
137K-240K Annually
Senior level
Artificial Intelligence • Cloud • Fintech • Information Technology • Analytics • Financial Services • Cybersecurity
Lead new-client development and solutions sales for ultra-high-net-worth individuals, families, and institutions. Build and execute a business development strategy, cultivate professional networks and COIs, advise on estate, wealth transfer, and tax planning, and coordinate client onboarding and handoff to internal teams. Serve as a local brand ambassador and work collaboratively with specialists to convert prospects and expand relationships.
Reposted 13 Days AgoSaved
Hybrid
Atlanta, GA, USA
Senior level
Senior level
Artificial Intelligence • Cloud • Fintech • Information Technology • Analytics • Financial Services • Cybersecurity
Support investment advisors by preparing portfolio materials, setting up client account files, ordering reports, processing trades, handling physical stock/bond certificates and DTC transfers, managing cash transfers and fees, supporting compliance and risk processes, using GDWM for client meetings, and proactively recommending solutions.
Top Skills: CitDtcEdsGdwmImsPasPims
Reposted 13 Days 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 ultra-high-net-worth individuals, families and institutions. Develop and execute targeted sales and estate/wealth transfer strategies, coordinate with internal specialists, build advisor/COI networks, and act as a local brand ambassador to grow client relationships and refer ongoing account management to Northern Trust teams.
Reposted 13 Days AgoSaved
Hybrid
Newport Beach, CA, USA
110K-185K Annually
Senior level
110K-185K Annually
Senior level
Artificial Intelligence • Cloud • Fintech • Information Technology • Analytics • Financial Services • Cybersecurity
Provide financial advice and investment strategies to high-net-worth clients, collaborate with advisory and trading teams, document client interactions in Salesforce, set sales goals, monitor markets, and participate in training while ensuring excellent client service and compliance.
Top Skills: Salesforce
Reposted 13 Days AgoSaved
Hybrid
Phoenix, AZ, USA
Senior level
Senior level
Artificial Intelligence • Cloud • Fintech • Information Technology • Analytics • Financial Services • Cybersecurity
Manage investment activities for high-net-worth trusts and individual portfolios. Develop and execute investment strategies, coordinate with client service teams, ensure compliance with guidelines, lead thought leadership and practice initiatives, and provide complex problem-solving and portfolio oversight.
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