Sr Account Manager, WM Advisory

Northern Trust•Houston, TX

4d•Onsite

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. Senior Account Manager, Wealth Management Advisory As a Senior Account Manager on the Wealth Management Advisory team, you support complex client relationships by coordinating the administration of fiduciary accounts and partnering closely with Trust Advisors and Client Support Services. This role is responsible for day‑to‑day client servicing, issue resolution, account oversight, and support of business development efforts.

Requirements

In-depth functional and industry knowledge of personal trust, estate, guardianship, and advisory services.
Knowledge of internal bank trust functions.
Strong analytical, problem-solving, organizational, and communication skills.
Ability to work independently in a dynamic, changing environment.
Solid technical and systems aptitude.

Nice To Haves

Bachelor’s degree or equivalent relevant work experience.
Minimum three to five years of experience in trust administration, financial servicing, or related roles.

Responsibilities

Coordinate administration for complex fiduciary, investment management, estate settlement, guardianship, and custody accounts.
Serve as a primary point of contact for client service requests, responding to inquiries and communicating resolutions clearly and timely.
Develop and maintain a strong working knowledge of governing documents, account agreements, and trust policies.
Ensure accurate account setup, maintenance, and documentation, including fees, services, and system records.
Oversee client servicing events by developing action plans, ensuring execution, and providing ongoing status updates to clients.
Partner with the Client Support Services Team on account openings and closings, cash movements, fee setups, and transaction processing.
Assist Trust Advisors with account acceptance, discretionary request analysis, compliance management, and annual account reviews.
Identify opportunities to enhance service efficiency, improve processes, and strengthen service delivery.
Act as a key partner to Trust Advisors by supporting client meetings, presentations, and business development activities.
Facilitate discussions, help drive decisions, and serve as a subject matter expert and mentor to junior team members.
Maintain working knowledge of business applications and digital tools critical to relationship management and client engagement.