Teams at Northern Trust

Coach and train advisory, investment, banking and sales partners to drive behavior change and growth. Lead workshops, support adoption of GDWM/GPS/Private Passport digital tools, monitor advisor performance, develop training materials and playbooks, and partner with leadership to embed growth-oriented practices across advisor teams.

Lead and cultivate high-net-worth client relationships, coordinate multi-disciplinary wealth management solutions, drive organic growth through retention and new business sourcing, develop tailored financial strategies and presentations, engage specialists to deliver banking, investment, tax, estate, and philanthropic services, and ensure exceptional client experience.

Support investment advisors by preparing portfolio materials, retrieving reports from internal systems, processing trades, cash transfers, and DTC transfers, communicating with clients and portfolio managers, reviewing fees, researching tax cost discrepancies, and participating in client meetings while following investment guidelines and risk management practices.