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Account Manager, Wealth Management Advisory – mid‑level role in Houston, TX focused on fiduciary and investment account administration.
Join Northern Trust for a career in sophisticated wealth management leveraging technology and client partnership.
About Northern Trust
As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.
Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.
With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
Account Manager, Wealth Management Advisory
Under general supervision (but works independently most of the time), responsible for supporting/servicing team client relationships by coordinating administration of complex fiduciary, investment management, estate settlement, guardianship, and/or custody accounts. The Partner establishes and maintains the account, responds to client inquiries, produces action plans and reports, and oversees transaction processing in coordination with the Client Support Services Team. Organizing and executing on operational processes, required to manage client portfolios, including follow up. Monitor key portfolio investment and risk metrics. Coordinate creation of presentation materials for existing and prospective clients.
The key responsibilities of the role
- 1. Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
- 2. Coordinates resolution of client issues and informs clients of steps taken to resolve requests or problems.
- 3. Develops and maintains working knowledge of governing documents and account agreements.
- 4. Receives service requests from clients and partners, and communicates to service partners; obtains appropriate information from partners and clients to facilitate service changes or transactions.
- 5. Oversees development of appropriate action plans for client servicing events and ensures execution and follow-up; communicates with clients regularly to inform them of account set-up or status, document requests, or other information.
- 6. Engages the Client Support Services Team on execution of client servicing events, account opening and closing, cash movement, and fee set‑ups.
- 7. Identifies service efficiency enhancements, process improvements, and service delivery using creative and proactive measures.
- 8. Develops and maintains a working knowledge of various business applications critical to relationship management including client on‑line tools.
- 9. Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors in account acceptance process, discretionary request analysis and process, compliance management and annual account review process; ensures appropriate documentation is collected and imaged; ensures systems information is up‑to‑date; ensures accurate set up and review of fees; documents services provided, specialized procedures, and ongoing written communications with client as appropriate in managing daily activity.
- 10. May manage daily operational activities and supervise day‑to‑day work of junior level employees (but not a formal management role).
- 11. Coordinate and support investment teams’ monthly REV and new account Processes.
- 12. Act as expert on investment tools and systems (eg., CRA, WealthBench, GPS, WM Alternatives, IWS, FactSet and Fee Proposal Tool).
- 13. Demonstrate engagement and enthusiasm for investment discipline.
- 14. Increase depth and expertise in the investment function.
- 15. Work on special projects as assigned.
Qualifications
A College or University degree and/or relevant proven work experience
Prior years’ experience in financial servicing or related experience/credentials
Excellent oral and written communication skills
In-depth Functional / Industry Knowledge of personal trust, estate, guardian and Advisory services and products, usually acquired through related work experience
Knowledge of internal bank trust functions
Analytical, problem solving, and organizational skills
Highly flexible and adaptable to change
Technical skills / systems knowledge
Work Authorization
Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).
Working with Us
As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.
Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.
Reasonable Accommodation
Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com , or alternatively you can discuss your individual requirements with the recruiter you are working with.
Location & Contact
2501 N. Harwood, Dallas, 75201
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Office-based Position
This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite.