Northern Trust

Sr Account Manager, WM Advisory

Northern Trust • $90K — $120K *
Naples, FL 34116In-Person
Finance & Insurance
5 - 7 years of experience
Reposted Today
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Job Overview by Ladders

Qualifications

  • In-depth knowledge of personal trust, estate, guardianship, and advisory services
  • Understanding of internal bank trust functions
  • Strong analytical and problem-solving skills
  • Excellent oral and written communication abilities
  • Adaptable and flexible in a changing environment
  • Independent worker with technical skills in relevant systems

Responsibilities

  • Coordinate administration of complex fiduciary accounts
  • Resolve client issues and communicate progress to clients
  • Maintain knowledge of governing documents and account agreements
  • Process service requests and facilitate service transactions
  • Develop action plans for client service events and ensure follow-up
  • Collaborate with Client Support Services for account management
  • Identify and implement service efficiency enhancements

Benefits

  • Participate in a flexible and collaborative work culture
  • Opportunity for movement within the organization
  • Access to senior leaders
  • Commitment to community assistance
  • Focus on an inclusive workplace
Full Job Description
Make an impact with complex client relationships.

As a Senior Account Manager with our Wealth Management Advisory team, you will play a critical role supporting high-net-worth and complex fiduciary client relationships. You'll partner closely with Trust Advisors and internal service teams to deliver exceptional client experiences, manage sophisticated accounts, and drive operational excellence.

This is a highly visible role for a seasoned professional who enjoys ownership, collaboration, and being a trusted advisor behind the scenes of complex wealth structures.

What You'll Do

As a trusted partner on the advisory team, you will:
  • Coordinate end-to-end account administration for complex fiduciary relationships, including personal trust, investment management, estate settlement, guardianship, and custody accounts.
  • Often serve as a primary point of contact for client servicing needs, anticipating issues, resolving requests, and proactively communicating progress and outcomes.
  • Maintain deep familiarity with governing documents, account agreements, and regulatory or compliance requirements impacting client accounts.
  • Translate client and advisor requests into actionable plans, partnering with internal service teams to execute transactions, changes, and servicing events.
  • Oversee action plans for account openings, closings, cash movements, fee set-ups, and ongoing servicing-ensuring accuracy, timeliness, and follow-through.
  • Collaborate with Client Support Services to ensure seamless execution and a consistently high client experience.
  • Identify opportunities to enhance service delivery, improve processes, and increase efficiency through proactive and creative solutions.
  • Utilize and maintain expertise in key business applications and digital tools used to support relationship management and client access.
  • Support Trust Advisors with account acceptance, discretionary requests, compliance activities, annual reviews, etc. - ensuring documentation is complete, systems are current, and fee structures are accurately established.
  • Contribute to client presentations and business development efforts, helping strengthen existing relationships and grow new ones.
  • Act as a subject matter expert and mentor to junior team members, sharing knowledge and best practices.
  • Facilitate discussions, coordinate stakeholders, and help drive timely decision-making across teams.


What You Bring

Required Qualifications
  • Deep functional and industry knowledge of personal trust, estate, guardianship, and advisory services.
  • Strong understanding of internal bank trust functions and operational workflows.
  • Excellent analytical, problem-solving, and organizational skills.
  • Strong written and verbal communication skills, with the ability to engage confidently with clients and partners.
  • High degree of flexibility and adaptability in a dynamic environment.
  • Ability to work independently while thriving in a collaborative, team-based structure.
  • Solid technical aptitude and comfort working across multiple systems and platforms.


Preferred Qualifications
  • Bachelor's degree or equivalent combination of education and relevant experience.
  • 5+ years of experience in trust administration, wealth management servicing, or a related financial services role.


This is a full-time, in-office role, with team members working on site five days per week to foster collaboration and strong client partnerships.

About Northern Trust

Northern Trust is a global leader in delivering innovative investment management, asset and fund administration, and fiduciary and banking solutions to corporations, institutions, and affluent individuals. They have evolved with the changing needs of their clients and their world.

Northern Trust Careers

Joining Northern Trust means becoming part of a global financial services institution that is dedicated to providing expert guidance and innovative solutions to its clients. At Northern Trust, we pride ourselves on fostering a culture of leadership, diversity, and innovation, which makes us a premier destination for career growth in the financial industry.

Work You’ll Do

At Northern Trust, you will collaborate with some of the most talented professionals in the financial sector. Our team is committed to excellence and equipped with a diverse range of skills that contribute to our dynamic environment. Here, you will have the opportunity to lead projects that transform our services and drive significant value for our clients across the globe.

Explore Job Opportunities and Internships

Whether you are starting your career or looking to make a significant impact in the financial industry, Northern Trust offers a variety of job opportunities and internships that will help you achieve your professional goals. From entry-level positions to leadership roles, our company is actively hiring individuals who are passionate, curious, and driven to excel.

Innovative Work

Northern Trust is at the forefront of financial innovation. Our employees are encouraged to think creatively and leverage cutting-edge technologies to solve complex problems. By joining our team, you will work on pioneering solutions that redefine the standards of financial services.

Be Part of a Great Team

Our team at Northern Trust is more than just a group of employees – we are a community. We value collaboration, and our culture is built on mutual respect and a commitment to diversity and inclusion. Working with us, you will experience a supportive network that is passionate about sharing knowledge and ideas.

Future-Proof Your Career

Northern Trust is dedicated to your professional development. We offer comprehensive benefits, diversity training, and numerous resources to help you grow your career. With our support, you can expand your skills, gain valuable experience, and achieve professional certifications that will enhance your career trajectory.

Stay Connected

Join Our Team

Discover the perfect role for you at Northern Trust by exploring our current job openings that match your skills and interests. We are looking for professionals who are solution-driven and eager to contribute to our legacy of financial excellence.

Keep Up to Date

Stay informed with the latest career tips, industry insights, and professional growth opportunities—all available through our careers blog. At Northern Trust, we ensure that our team members are always ahead in the industry.

Job Alert Emails

Customize your experience by subscribing to job alerts and insider tips tailored to your preferences. At Northern Trust, exciting and rewarding opportunities are always on the horizon, and we are eager to see where your talents can take us. Join Northern Trust today and be part of a company that values innovation, leadership, and a diverse and inclusive workplace. Here, every position is a chance to contribute to something bigger and to turn your job into a meaningful career.
Learn more about Northern Trust
Size
21,100 employees
Market Cap
$18.1 billion
Industry
Finance & Insurance
Net Income
$1.2 billion
Founded
1889
5 Year Trend
+4.9%
Revenue
$6.1 billion
NASDAQ
NTRS
* Ladders Estimates

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