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Coordinate account administration and client service for fiduciary, trust, estate, guardianship, and custody relationships. Resolve client issues, manage account setup, documentation, fees, and transactions, support advisors in acceptance and review processes, drive process improvements, mentor junior staff, and use internal systems (e.g., PeopleSoft) and client online tools to manage servicing events.

Manage complex fiduciary and wealth management client relationships, deliver high-quality fiduciary services, coordinate with professional advisors, identify advisory solutions, mentor junior staff, and support business development while ensuring regulatory compliance and prudent risk management.

Lead enterprise-wide redesign of employee and manager workflows, onboarding, approvals, and internal tools. Drive transformation from concept through implementation using service design, journey mapping, systems thinking, and AI-enabled automation. Partner with HR, Technology, Risk, and business leaders to prototype, pilot, and scale future-state operating models and translate strategy into requirements and execution plans.

Lead discretionary OCIO relationships for institutional clients (foundations, endowments, healthcare). Develop and implement long-term investment strategies, oversee portfolio construction and monitoring, manage client relationship teams, coordinate internal resources for execution, present performance and outlooks to boards, and support business development and RFP efforts.

Serve as primary client contact for P&L and valuation inquiries; manage daily and month-end P&L processes, perform QC checks, trigger price challenges, collaborate with offshore teams, maintain pricing policies, prepare price verification and valuation reporting, and deliver analysis and process improvement recommendations.

Senior client development and sales role responsible for cultivating and converting UHNW individuals, families, and institutions. Develop and execute business development strategy, advise on estate, wealth transfer, and tax planning, and coordinate with internal specialists to deliver comprehensive wealth management solutions. Act as a local brand ambassador and build networks with attorneys, CPAs, and philanthropic organizations.

Prepare portfolio materials and reports for client reviews, manage account documentation and transactions (including DTC transfers and physical certificates), process cash transfers and fund trades, analyze fee worksheets, communicate with clients and portfolio managers, support tax research and risk management, and begin advising and participating in client meetings using GDWM.

Lead and nurture high-net-worth client relationships as a trusted advisor, coordinate multi-disciplinary wealth management teams, develop tailored financial strategies, expand and retain client relationships, source new business, and oversee delivery of comprehensive services including investment, tax, estate, credit, and philanthropic planning.

Drive new client acquisition and relationship management for ultra-high-net-worth individuals, families, and institutions. Build and execute business development strategies, engage centers of influence, present Northern Trust fiduciary, estate, tax, trust, and investment solutions, and transition clients to service teams. Represent the firm in community and philanthropic organizations and collaborate with internal specialists to deliver tailored wealth management solutions.

Oversee and optimize the Voice ID authentication program by reviewing suspicious caller alerts, investigating No Match outcomes, coaching front-line partners, escalating fraud, maintaining watchlists, producing monthly risk and enrollment reports, supporting UAT and product enhancements, and partnering with Risk, Fraud, IT, Privacy, and Model Risk teams.