Top 123 Wealth advisory manager Jobs in Illinois

Account Manager, Wealth Management Advisory
Northern Trust Corp. —Chicago, IL
- $67,500 - $111,500 a year
- Full-time
- Mid-level
- Microsoft Office
- Business development
- Health insurance
- Dental insurance
3d
Customer Success Manager – Tableau
Salesforce —Chicago, IL
- $123,100 - $202,600 a year
- Full-time
- Office
- 3 years
- Product management
- Paid parental leave
- Disability insurance
Wealth Advisor
HighTower Advisors —Oak Brook, IL
- $90,000 - $120,000 a year
- Full-time
- Hybrid work
- CPA
- 5 years
- Office
- Paid parental leave
- Health savings account
Quick Apply
Manager, HR Compensation, M&A Strategy
KPMG —Chicago, IL
- Full-time
- 5 years
- Bachelor's degree
- Team management
- Disability insurance
- Health insurance
Manager, Working Capital
KPMG —Chicago, IL
- $146,775 - $267,030 a year
- Full-time
- 5 years
- Master's degree
- Team management
- Disability insurance
- Health insurance
5d
Manager or Senior Manager, Financial Services Valuation (NYM)
KPMG —Chicago, IL
- $120,745 - $243,915 a year
- Full-time
- 5 years
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Senior Tax Manager
Everforth —Chicago, IL
- $150,000 - $180,000 a year
- Full-time
- CPA
- 5 years
- Office
- Paid parental leave
- Health savings account
Quick Apply
10d
Manager, Ivalua Source to Pay
KPMG —Chicago, IL
- Full-time
- 5 years
- Bachelor's degree
- Travel
- Disability insurance
- Health insurance
4d
Manager - BCG Vantage, Financial Institutions - Wealth Management
Boston Consulting Group —Chicago, IL
- $136,600 - $142,500 a year
- Full-time
- Urgent Care
- English
- Office
- Profit sharing
- Paid parental leave
Senior Billing Analyst
HighTower Advisors —Chicago, IL
- Up to $80,000 a year
- Full-time
- Microsoft Outlook
- 5 years
- Office
- Paid parental leave
- Health savings account
Quick Apply
Associate Account Manager, Wealth Management Advisory
Northern Trust Corp. —Chicago, IL
- $52,800 - $79,200 a year
- Full-time
- Mid-level
- Office
- Microsoft Office
- Health insurance
- Dental insurance
5d
Private Banker
Morgan Stanley —Oak Brook, IL
- $110,000 - $190,000 a year
- Full-time
- Office
- Business development
- Analysis skills
- Health savings account
- Paid holidays
AWM, GS Ayco Workplace Advisory Solutions, Relationship Manager - Vice President, Chicago, IL
Goldman Sachs —Chicago, IL
- $85,000 - $240,000 a year
- Microsoft Word
- 7 years
- Microsoft Excel
- Disability insurance
- Health insurance
Wealth Management Associate
Morgan Stanley —Chicago, IL
- $68,000 - $120,000 a year
- Full-time
- Microsoft Excel
- 5 years
- Research
- Health savings account
- Paid holidays
Asset & Wealth Management, ETF Investment Strategy, Analyst - Wheaton, IL
Goldman Sachs —Chicago, IL
- $70,000 - $125,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Disability insurance
- Health insurance
Asset & Wealth Management, Multi-Asset Solutions: Personalized Portfolios Investment Product Manager (Retirement), Vice President - Chicago
Goldman Sachs —Chicago, IL
- $100,000 - $230,000 a year
- Microsoft Excel
- 5 years
- Writing skills
- Disability insurance
- Health insurance
Relationship Manager
Bank of America —Chicago, IL
- $52,000 - $96,000 a year
- Full-time
- Background check
- Research
- Mid-level
Transaction Advisory Services Manager
Plante Moran —Chicago, IL
- $115,000 - $150,000 a year
- Overnight shift
- CPA
- Research
- Mid-level
- Disability insurance
- Health insurance
Manager, Enterprise Learning Management
HUB International —Chicago, IL
- $100,000 - $125,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- 5 years
- Office
- Health savings account
- Disability insurance
4d
Client Service Manager
Merit Financial Advisors —Oak Brook, IL
- Full-time
- Microsoft Outlook
- Word processing
- Research
- Health savings account
- Paid holidays
Quick Apply

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Account Manager, Wealth Management Advisory

Northern Trust Corp. -
Chicago, IL

Apply Now

Job Details

Full-time
$67,500 - $111,500 a year
3 days ago

Benefits

Caregiver leave
Health insurance
Dental insurance
401(k)
Paid time off
Parental leave
Vision insurance

Qualifications

Microsoft Office
HR systems
Technical Proficiency

Full Job Description

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.

Under general supervision (but works independently most of the time), the Account Manager will be 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. This partner assists Wealth Management Trust Advisors, Estate Settlement Administrators, Guardianship Administrators and/or Client Advisors with client requests, meetings, business development and creating client presentations.

Key responsibilities include:

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. Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors with business development and client presentations.

11. Able to serve as a key subject matter expert and mentor to other more junior level employees

12. May manage daily operational activities and supervise day-to-day work of junior level employees (but not a formal management role)

13. More technically sound in area of expertise and has broader knowledge of other areas

14. Able to facilitate discussions and reach decisions

The successful candidate will have:

Excellent verbal and written communication skills are required
In-depth Functional / Industry Knowledge of personal trust, estate, guardian and Advisory services and products, usually acquired through related work experience, is required
Analytical, problem solving, and organizational skills are required
Highly flexible and adaptable to change
Technical skills / systems knowledge (e.g. Workday and MS Office) is required

Experience:

A College or University degree and/or relevant proven work experience is preferred.

5-7 years' experience in financial servicing or related experience/credentials preferred.

Salary Range:

$67,500 - 111,500 USD

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

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 [email protected], or alternatively you can discuss your individual requirements with the recruiter you are working with.

Apply Now

Refine Your Search

wealth advisory manager jobs in illinois

Account Manager, Wealth Management Advisory

Customer Success Manager – Tableau

Wealth Advisor

Manager, HR Compensation, M&A Strategy

Manager, Working Capital

Manager or Senior Manager, Financial Services Valuation (NYM)

Senior Tax Manager

Manager, Ivalua Source to Pay

Manager - BCG Vantage, Financial Institutions - Wealth Management

Senior Billing Analyst

Associate Account Manager, Wealth Management Advisory

Private Banker

AWM, GS Ayco Workplace Advisory Solutions, Relationship Manager - Vice President, Chicago, IL

Wealth Management Associate

Asset & Wealth Management, ETF Investment Strategy, Analyst - Wheaton, IL

Asset & Wealth Management, Multi-Asset Solutions: Personalized Portfolios Investment Product Manager (Retirement), Vice President - Chicago

Relationship Manager

Transaction Advisory Services Manager

Manager, Enterprise Learning Management

Client Service Manager

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