Account Manager, WM Advisory

Northern Trust•Wilmington, DE

About The Position

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. Account Manager, Wealth Management Advisory Summary Under general supervision, the Account Manager independently supports and services client relationships by coordinating the administration of complex fiduciary, investment management, estate settlement, guardianship, and custody accounts. This role partners closely with Trust Advisors and Client Support Services to ensure a high standard of client service, efficient account administration, and timely execution of servicing activities. Role Overview As an Account Manager on the Wealth Management Advisory team, you will play a key role in supporting complex client relationships through proactive coordination of account administration and client servicing activities. You will serve as a primary point of support for client inquiries, oversee servicing events, and collaborate with internal partners to ensure accurate execution and follow-up. Key Responsibilities Coordinate account administration for fiduciary, investment management, estate settlement, guardianship, and custody accounts supporting complex client relationships. Serve as a central point of contact for client servicing requests, ensuring timely resolution and clear communication. Develop and maintain a working knowledge of governing documents, account agreements, and internal policies. Partner with Trust Advisors and internal service teams to facilitate account openings, closings, cash movements, and fee setups. Oversee action plans for client servicing events, ensuring execution, follow-up, and documentation. Communicate regularly with clients regarding account status, documentation requirements, and ongoing servicing needs. Engage the Client Support Services Team to support transaction processing and other servicing deliverables. Identify opportunities to improve service efficiency, workflows, and overall service delivery. Maintain proficiency in business applications and client-facing tools used in relationship management. Support Trust Advisors with account acceptance, discretionary request analysis, compliance requirements, and annual account reviews. Assist with business development efforts and preparation of client presentations. Act as a subject matter expert and mentor to more junior team members. Facilitate discussions, collaborate across partners, and support decision-making when needed.

Requirements

In-depth functional or industry knowledge of personal trust, estate, guardianship, and advisory services, typically gained through relevant experience
Knowledge of internal bank trust functions
Strong analytical, problem-solving, and organizational skills
Excellent written and verbal communication skills
Ability to work independently with minimal supervision
High degree of flexibility and adaptability in a changing environment
Solid technical and systems aptitude

Nice To Haves

College or university degree, or equivalent relevant experience
Minimum of three years of experience in financial services, fiduciary administration, or a related field

Responsibilities

Coordinate account administration for fiduciary, investment management, estate settlement, guardianship, and custody accounts supporting complex client relationships.
Serve as a central point of contact for client servicing requests, ensuring timely resolution and clear communication.
Develop and maintain a working knowledge of governing documents, account agreements, and internal policies.
Partner with Trust Advisors and internal service teams to facilitate account openings, closings, cash movements, and fee setups.
Oversee action plans for client servicing events, ensuring execution, follow-up, and documentation.
Communicate regularly with clients regarding account status, documentation requirements, and ongoing servicing needs.
Engage the Client Support Services Team to support transaction processing and other servicing deliverables.
Identify opportunities to improve service efficiency, workflows, and overall service delivery.
Maintain proficiency in business applications and client-facing tools used in relationship management.
Support Trust Advisors with account acceptance, discretionary request analysis, compliance requirements, and annual account reviews.
Assist with business development efforts and preparation of client presentations.
Act as a subject matter expert and mentor to more junior team members.
Facilitate discussions, collaborate across partners, and support decision-making when needed.