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Manage a portfolio of wealth management and trust clients, provide fiduciary advice on trusts, estate and tax matters, lead client conversations and goals-driven wealth planning, support fiduciary oversight and national initiatives, identify business development opportunities, and apply fiduciary standards and risk management across relationships.

Lead and evolve the product design system and component libraries (Storybook, Figma) to drive consistent, accessible, and scalable user experiences for wealth management clients. Partner with cross-functional teams to reduce design/technical debt, increase reuse, improve developer handoff, and mentor designers while advancing design vision and governance across the platform.

Lead end-to-end execution of executive talent processes for the CEO and ELT, including performance cycles, succession reviews, stakeholder alignment, executive-ready materials, and continuous improvement of talent workflows to ensure readiness and actionable decisions.

Lead investment accounting and regulatory reporting for insurance clients, preparing NAIC statutory schedules, ensuring GAAP compliance, managing fixed income/equity/derivative accounting, supporting conversions and funding, advising on technical accounting, and participating in strategic projects and M&A integration.

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.

Lead new client development and relationship management for high-net-worth individuals, families, and institutions. Present Northern Trust capabilities, advise on estate, trust, and tax planning, collaborate with specialists, and deepen client relationships while serving as a community brand ambassador.

Process and support securities lending client-directed lending transactions, including trade settlement, stock and cash movement processing, account reconciliations, and issue resolution. Work with internal and external teams, follow procedures and best practices, meet tight deadlines, and collaborate with partners in Chicago and Bangalore.

Support Wealth Strategists across the sales lifecycle: prospect research, prepare presentation materials and fee proposals, coordinate cross-functional teams, onboard new clients, maintain pipeline, respond to client inquiries, and develop knowledge of trusts, investment management, and financial planning.

Develop and execute wealth management content and communications across channels; partner with stakeholders to translate complex financial topics; measure and optimize content performance; lead projects and mentor team members; ensure global brand consistency and drive partner marketing programs.

Lead and manage deep, long-term relationships with high-net-worth clients, coordinate experts to design and deliver customized wealth management strategies, drive organic growth and referrals, and oversee portfolio, banking, tax, estate, and philanthropic planning while ensuring excellent client service and implementing digital capabilities.