Teams at Northern Trust

Manage a portfolio of wealth management and fiduciary clients, provide holistic, goals-driven advice on trusts, estates, investments and tax matters, identify business opportunities, mentor junior staff, and ensure compliance with fiduciary standards and internal policies.

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.

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.