Teams at Northern Trust

Coach and train wealth management advisors on client engagement, prospecting, relationship management, and sales effectiveness. Serve as a subject matter expert for GDWM and GPS, facilitate workshops, monitor performance, develop training resources, and promote growth-oriented behaviors. Partner with leadership and stakeholders to improve advisor adoption, client retention, conversion rates, and AUM growth.

Manage a portfolio of sophisticated wealth clients, lead goals-driven fiduciary and wealth conversations, provide proactive advice on investments, tax and estate issues, identify business opportunities, mentor junior advisors, and ensure compliance with fiduciary standards and internal policies.