Account Manager, WM Advisory

Northern Trust Corporation · Montecito, California, United States

Location
Montecito
Job Type
Full time
Posted
July 04, 2026

Job Description

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


Responsible for supporting/servicing team client relationships by coordinating administration of complex fiduciary, investment management, and/or custody accounts. This partner helps on-board and maintain accounts, responds to client inquiries, produces action plans and reports, and oversees transaction processing in coordination...

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