Jobs at Northern Trust
215,268 open positions
Northern Trust, a global financial services firm headquartered in Chicago, has expanded its tech footprint by building secure, data‑centric platforms for wealth management, asset servicing, and banking. The company is recognized for pioneering cloud migration, AI‑driven risk analytics, and a robust cybersecurity posture that protects millions of client accounts.
Tech talent at Northern Trust fills roles ranging from full‑stack software engineers and data scientists to cloud architects, security analysts, and DevOps specialists. Candidates can expect a collaborative environment that prioritizes secure coding practices, rigorous code reviews, and continuous learning through internal tech talks and sponsorships for industry certifications.
Job Transparency provides real‑time salary ranges, employee sentiment scores, and benefit insights for every Northern Trust opening. By viewing this data upfront, job seekers can compare offers, negotiate confidently, and choose roles that align with their career goals and compensation expectations.
Dispute Resolution Specialist
Company: Central Trust Bank
Location: Other US Location
Posted Dec 08, 2023
Strong Communication skills are essential for this role. You will perform financial adjustments, account analysis, account security functions, and motoring. You will need to be tech-savvy, with good computer and phone skills. It's preferred that you have banking or credit card experience, but not required. Requirements We are looking for someone that is attentive to details, customer-focused, and enjoys multitasking. To be successful, you should enjoy a fast-paced environment and have excellent time management skills. We will teach you what you need to know. In this role, you will be responsible for receiving and processing dispute claims, reports, and general ledger balancing. You will work primarily with customers' phone calls. You will prepare and enter all necessary forms and database entries while remaining compliant with all regulations.
Risk and Control Specialist
Company: Northern Trust
Location: Chicago, IL
Posted Dec 07, 2023
Importantly, this role is also responsible for embedding awareness, ongoing maintenance, and aggregation of controls throughout the organization. This role will work closely with the 2nd line executive leadership team, including the Chief Risk Officer, Chief Administrative Officer, Head of Risk Strategy, Head of Financial Risk, and Head of Non-Financial Risk, etc. This role will also work closely with the 1st line leadership teams, particularly coordinating with Business Unit Chief Control Officers, to coordinate risk and control identification, awareness, and inventorying across the organization. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected]. The ideal candidate will have a track record of managing risk and control identification at large financial institutions, as well as coordinating with senior stakeholders across the organization.The key responsibilities of the role include: • Drive 2nd line efforts to enhance risk and control identification and aggregation, as part of an enterprise-wide risk and control enhancement program • Provide strategic guidance to drive enhancement of the risk and control inventory and aggregation as reported within the enterprise risk profile, coordinating with technology, data, and analytics to drive automation where appropriate • Develop an approach to regularly refresh and challenge risk and control identification, as well as an approach to perform periodic deep dives on tail risks • Partner with testing functions to ensure control effectiveness ratings are aligned with testing outcomes • Lead discussions at risk oversight committees, driving focused materials and points of risk discussions • Serve as a liaison with regulators and auditors to support examinations, as well as continuous monitoring effortsThe successful candidate will benefit from having: • Proven experience identifying and inventorying risks and controls at a financial services organization, preferably a GSIB • Experience with financial and non-financial risk identification and reporting and associated regulatory rules • Proven capability in high-quality execution, including independently as well as moving cross-functional stakeholders to act • Strong analytical skills (e.g., financial analysis, budgeting, and strategic planning) • Strong communication skills, including verbal and written with all audiences, including senior leaders, in a structured manner, including on high-sensitivity topics • Proven experience managing delivery of critical changes in complex environment • Ability to establish trust-based relationships with stakeholders across enterprise, including experience effectively reviewing and challenging and raising awareness of key stakeholders • Knowledge of custody business is preferred • 5+ years of direct risk management identification experience is preferred • BS/CA diploma in management or finance; An MBA or similar advanced degree is preferred • Consulting experience is preferredWorking with Us: As a Northern Trust partner, greater achievements await. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Build your career with us and apply today. Apply today and talk to us about your flexible working requirements and together we can achieve greater. Join a workplace with a greater purpose. We value an inclusive workplace and understand flexibility means different things to different people.
Consultant, Investment Performance
Company: Northern Trust
Location: Chicago, IL
Posted Dec 07, 2023
8. 7. 6. 5. 4. 3. Clients servicing experience required. 2. Working with Us: As a Northern Trust partner, greater achievements await. Interfaces with consultants, partners, and clients to determine servicing requirements and problem solving strategies.
Lead Application Support Engineer
Company: The Depository Trust & Clearing Corporation (DTCC)
Location: Other US Location
Posted Dec 05, 2023
We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. Empower Results: Leaders at DTCC are Results-Oriented, delivering timely, high quality, customer-focused results, while mitigating risk. Programming and scripting - ability to establish automation, write scripts (Perl, Python, Chef, Puppet) or implement system solutions. Disaster recovery test planning and execution - application environment review, shutdown, start, verification, fixing. Database - Oracle, SQL Server, DB2 Middleware technologies - WebSphere Application Server, WebSphere MQ, Java, JRE Gemfire in memory Cache technology Informatica Data quality and Data hub Snowflake Cloud Computing - AWS, CloudWatch, Cloud Formation Leadership Proficiencies for this level include. Build Community: Our leaders are Inclusive Leaders who are Relationship Minded, embracing individual differences, inspiring others to thrive, and building networks for effective collaboration. Expertise of system administration - System configuration management, resource sharing, operating system fundamentals Strong experience with application support - basic programming skills, log reading and analysis. Bachelor's degree preferred with Masters, or equivalent experience. Provide support for change management approval, execution for DTCC's production application services.
Distributions Specialist
Company: Millennium Trust Company
Location: Remote
Posted Dec 07, 2023
This role is responsible for analysis and processing CS client initiated outgoing distribution, transfer and rollover requests for IRA, Qualified Plan, and taxable accounts. There are numerous other ancillary responsibilities that may be assigned to the CS Distribution Account Administrator including: to work directly with internal clients to resolve discrepancies on requests, work directly with internal departments to facilitate tasks related to client distribution requests, data entry of distribution transactions and/or approval of those transactions in the Trust Accounting System, data entry of liquidation and re-registration direction into client file to facilitate the appropriate action as directed by the client, manage internal requests/escalations via the CRM and/or email, process the upload and follow-up on emails and faxes received by the department, manage the return of original documentation/certificates to clients, manage and follow up with clients on returned items including returned wires, ACHs and checks, process account closings and other responsibilities as assigned. While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. To that end, we provide a diversified multi-product business with a holistic focus on financial wellness. The position requires communicating effectively with clients, authorized third parties and other entities to resolve discrepancies or follow-up on requests. The individual must be analytical, team oriented and able to multi-task efficiently in a fast-paced work environment.Review client initiated distribution, transfer, or rollover requests to ensure the documentation meets established criteria and requirements for different products lines and account types Ensure transactional fees assessed are accurate based on the account type/relationship Properly access the request to ensure the appropriate tax code and other pertinent information is entered appropriately on the transaction as this will have implications on the client's tax reporting Enter disbursements (checks, wires or ACHs) timely and accurately into the Trust Accounting System Process appropriate and prompt follow-up for requests that do not meet our requirements and cannot be processed Follow-up methods may include: the preparation and mailing of rejection letters ensuring the letter accurately describes the reason for paperwork rejection, direct follow-up with client and/or authorized third party by phone and/or email Document client communication in the client file and letters and/or emails must be scanned to MTC's document archival in a timely and accurate manner Communicate effectively, both verbally and in writing, with clients, advisors, third parties and/or MTC associates to complete clients' requests in a timely manner Assist in the processing of IRA account conversion and/or re-characterization requests Assist in the processing of Institutional and/or Advisor directed requests Calculate and process client Required Minimum Distributions Ensure that disbursement requests and other client requests are processed within the established service levels and with the utmost accuracy Review escalated requests or requests for exception processing and work with our clients, Team Lead and Manager directly as required to resolve issues Maintain a positive work atmosphere within the team and with other internal departments Assist in the review/update of department policies and procedures Consult with manager on effective ways to meet client needs or appropriate method to be used for error resolution Keep the Manager of CS Distribution Operations apprised of escalated client issues, processing errors or performance issues Other duties as assigned IF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY:Bachelor's Degree in Business, Finance, or related field 1 - 3 years of applicable experience Be a team player and possess a positive attitude Be detail-oriented, organized, and dependable Have the ability to work independently to accomplish assigned tasks on a daily basis Possess excellent written and verbal communication skills Proven ability to organize, plan and prioritize work effectively to meet deadlines Must be able to work in a fast-paced environment Strong computer aptitude with proficiency in Microsoft Outlook, Word, and Excel Working knowledge of trust accounting systems preferred Previous experience with IRA's, Solo 401(k) plans and other various Qualified Retirement Plans preferred Knowledge of IRS rules and regulations in relation to both IRAs and Qualified Retirement Plans preferred Strong working knowledge of tax reporting related to disbursement transaction processing per the IRS guidelines preferred Working knowledge of trust accounting systems preferred Experience with SharePoint applications and/or Salesforce CRM preferred Comprehensive understanding of IRA rules and regulations related to distribution transaction processing preferred MILLENNIUM TRUST COMPANY is a rapidly growing, leading financial services company offering specialized retirement and institutional services and recently acquired PayFlex, a consumer directed benefits provider, to create a personalized, holistic approach to financial wellness. If you enjoy a collaborative, fun environment that champions career development, Millennium Trust is the place for you! Millennium Trust has experienced year-to-year double digit growth and prides itself on its strong, progressive culture.We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2023 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards. Millennium Trust CultureHOW YOU WILL SOAR:The Distributions Specialist will report to the Distributions Manager in the R&C Operations Department. Here at Millennium Trust, we believe there is no "perfect" candidate and want to encourage applying even if all the requirements listed aren't met.
Sr Consultant, Product Control, HFS
Company: Northern Trust
Location: Chicago, IL
Posted Dec 07, 2023
Fixed Income, Rates Derivatives, Credit Derivatives, Equities, FX) • Strong Excel skills required. • Understanding of the daily P&L process including reporting of T+0 Estimate and T+1 Actual P&L, performing daily quality control checks, and resolving valuation discrepancies • Understanding of alternative investment custodians, administrators, and service providers.Qualifications: • Minimum 3-5 years of industry experience in one or more of the following fields: o Valuations o Alternative asset operations o P&L/Performance • Experience in a middle office, product control, valuation or audit environment • Undergraduate degree in Finance/Accounting is preferable A genuine desire and capability to work in a fast-paced, professional, inclusive environment which requires teamwork, well-honed problem-solving skills, frequent re-prioritization, deadline management, ongoing and comprehensive communication, constant attention to detail, and a commitment to continuous improvement and best practices.Working with Us: As a Northern Trust partner, greater achievements await. VBA, Python or other programing language to format large data sets is preferred • Ability to prioritize, multi-task, and perform effectively under deadlines. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected]. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve!Join a workplace with a greater purpose. The Product Control function within HFS is responsible for valuation, daily and monthly P&L reporting, end of month pricing substantiation and end of day positional risk reporting. The business provides comprehensive middle office and administration services, including trade processing, asset servicing, valuation and profit and loss reporting, cash and collateral management, reconciliations, accounting and NAV calculations and investor servicing and reporting.Role: In this role, the individual will be the main point of contact for clients to help them understand their trading profit & loss and how their valuations have been sourced. In addition, the Product Controller will work with internal partner areas to ensure all required processes have been performed to verify the valuation accuracy of the client's portfolio.Major Duties: • Managing daily P&L process support for multiple HFS clients • Daily review of quality control checks, resolving exceptions, and triggering price challenges or re-valuation requests on behalf of clients • Daily engagement with clients to explain P&L differences and respond to inquiries • Work closely with offshore Product Control team (India) on QC process and migration of work • Delivering a final daily (and month-end) P&L statement to the client • Understanding and explaining the key drivers behind the P&L movements • Preparing/managing monthly (or more frequently as required) price verification process and associated reporting • Updating and maintaining pricing policy for each financial type that is included in the client's portfolio • Prepare presentations and analysis as required on process improvement, valuation analysis, and technology enhancementsKnowledge / Skills: • Understanding of the trade lifecycle, pricing, and valuation of multiple asset classes preferred (e.g. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.
Wealth Advisor - NY/CT
Company: Chilton Trust
Location: New York City, NY
Posted Dec 05, 2023
Applicants should be pro-active, motivated, passionate, and work well in a team environment. Candidate Description Minimum 7 years in the wealth, private banking or asset management industry in an advisory/relationship capacity Confident self-starter willing to do what it takes to help build a business Entrepreneurial oriented with energy and drive to cultivate and build relationships with the end goals of the client always in front of mind Ability to communicate effectively about investment options, banking and credit needs with an organized and disciplined approach Strong community presence in local markets Proven ability to exercise good judgment and discretion with sensitive issues Ability to work with a diverse range of work styles and levels in a productive manner Demonstrates how to problem solve and recommend solutions Willingness to travel Bachelors degree required; MBA, JD, CFA, CFP or CTFA preferred Chilton seeks candidates who have outstanding analytical skills coupled with strong organizational, communication and people/client skills. Key Functions of a Senior Wealth Advisor include, but are not limited to: Deliver advice and solutions to Ultra High Net Worth clients to help them achieve desired goals around wealth preservation, investment management, family office services and estate and trust planning Identify and cultivate new client relationships and prospects for the firm Maintain ongoing communication with prospects and existing clients in consultation with the day to day Client Advisors Ability to communicate effectively about the market, available investment products and the entire suite of services available to clients including trust and estate planning, tax planning and family office services Drive business results by building out your network of Centers of Influence Willingness and positive energy to do any other tasks to help build the business of CTC. CTC has offices in Charlotte, Connecticut, Delaware, New York and Palm Beach. We strive to achieve these goals through a team of passionate professionals who share a common culture of mutual respect, integrity, and work ethic built on creative thinking and leadership, and always putting our clients’ interests first. We pride ourselves on building a team of professionals working toward a common goal in a collaborative fashion. Our mission is to provide our clients with a portfolio of services that capture superior long-term returns throughout all market cycles by executing our proven commitment to value-oriented, fundamental research and disciplined portfolio management. Firm Description Chilton Trust (“CTC”) is a private wealth management firm launched in 2010 by Richard L. Chilton Jr. CTC offers full-service, bespoke private wealth management services, including asset allocation advice, management of separate portfolio accounts, tax advice, trust and estate planning and family office services.
Security Engineer I
Company: Millennium Trust Company
Location: Remote
Posted Dec 07, 2023
This role will be responsible for immediate response to employee and stakeholder emails, phone calls, and ad-hoc inquiries.Collaborate across the enterprise to interpret, analyze, and report findings in accordance with security directives Triage requests, apply playbook driven solutions, initiate potential incident investigations through assignment to security engineers and assist security engineers Assess risks that could affect the confidentiality, integrity, or availability of data, systems, or services Work with the security and applications teams to develop strategies and plans to enforce security requirements and address identified risks such as documenting and updating IT Security SOPs Experience with tools such as Defender, BitLocker, Nmap, Intune, or Okta Work cross-functionally with other internal business units, such as, compliance and operations Help collect, analyze, and report on IT security key metrics Build processes supporting secure service delivery, supporting our DevOps teams. The Security Engineer I is expected to identify, mitigate, and respond to threats against the security, confidentiality, and integrity of our systems by maintaining and enforcing existing controls and business continuity processes. Millennium Trust has experienced year-to-year double digit growth and prides itself on its strong, progressive culture. Other duties as assigned IF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY: Bachelor Degree in Computer Science, Software/Computing Engineering, Applied Mathematics or related field Technical Certifications a plus (Security+, PenTest+, SSCP) 1 - 3 years of applicable experience Possess a combination of technology , security , and analytics skills Knowledge of the Financial Services Industry preferred Intellectual curiosity to find new and unusual ways of how to solve cyber security issues Ability to approach cyber security challenges while keeping an eye on what is important Experience interpreting, analyzing, and maintaining systems Ability to creating and maintaining respectful, strong working relationships with both IT and business units to integrate security principles with business operations Strong client service orientation Ability to prioritize, plan and take initiative and be highly self-motivated Strong verbal and written communication skills; positive attitude; ability to work as team member Experience in a high availability environment preferred Knowledge of NIST and CIS practices and frameworks preferred Strong vendor management skills preferred MILLENNIUM TRUST COMPANY is a rapidly growing, leading financial services company offering specialized retirement and institutional services and recently acquired PayFlex, a consumer directed benefits provider, to create a personalized, holistic approach to financial wellness. While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. To that end, we provide a diversified multi-product business with a holistic focus on financial wellness. We are a cloud enterprise, with critical services delivered in hybrid cloud environments and emerging cloud-based data warehouse.This role will build and examine reports, data, and analytics to identify suspicious activity and threats. If you enjoy a collaborative, fun environment that champions career development, Millennium Trust is the place for you! We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2023 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards. Millennium Trust Culture HOW YOU WILL SOAR: The Security Engineer I empowers business leaders to continue to grow our business securely and our clients to achieve financial wellbeing with confidence.
Principal Software Engineer - Senior Full Stack Developer
Company: The Depository Trust & Clearing Corporation (DTCC)
Location: Greater NYC Area
Posted Dec 08, 2023
We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. Empower Results: Leaders at DTCC are Results-Oriented, delivering timely, high quality, customer-focused results, while mitigating risk. Hands-on experience in application development Experience with Micro Services & Layered (SOA/MVC) Architecture onPrem and On-cloud (AWS) Extensive experience with Java (Core & EE, Spring Boot, Spring MVC, Spring Cloud, JMS) UI/UX (Angular or equivalent) SCM / DevOps / CI/CD tools & process (GIT/Bitbucket, Maven, Ant, Jenkins, Sonar) Web Technologies (JavaScript, HTML 5, CSS, JSON, REST, SOAP) Testing tools & frameworks (Jasmin/Karma, JUnit, Selenium, Cucumber, Mockito) Experience with Integration patterns and messaging technologies (MQ, Solace, Kafka, RabbitMQ) Extensive experience in ORACLE PLSQL, SQL, and Performance fine tuning. Build Community: Our leaders are Inclusive Leaders who are Relationship Minded, embracing individual differences, inspiring others to thrive, and building networks for effective collaboration. Bachelor's degree preferred with Masters, or equivalent experience. Create Community: Our leaders are Inclusive Leaders who are Relationship Minded, adopting individual differences, inspiring others to thrive, and building networks for effective collaboration. They are Business Savvy and understand DTCCs position in the global marketplace, recognizing the emerging industry trends that can impact DTCC business strategies. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job function. Build Capability: Leaders build capability in themselves by being Committed to Personal Excellence and are Talent Developers for others by providing growth opportunities, feedback and mentor.
Regional Sales Manager II
Company: Millennium Trust Company
Location: Remote
Posted Dec 07, 2023
Ability to communicate (orally and in writing) with clients, prospects, and other staff members in a professional manner and with a positive customer service presence Ability to develop strong client relationships Excellent interpersonal skills and customer service orientation Strong organizational skills including the ability to manage multiple projects and details simultaneously Ability to create, compose, and edit written materials Strong problem solving and analytical skills Proficient with administrative software (e.g., MS Word, PowerPoint, Excel) Excellent attention to detail Demonstrated and proven sales results Proficient computer skills, including Microsoft Office Suite Able to analyze data and sales statistics and translate results into numbers and solutions Experienced at preparing and presenting quarterly goals and forecasts for future projects; experienced at compiling and following strict budgets Experience with word processing, internet browser and email required MILLENNIUM TRUST COMPANY is a rapidly growing, leading financial services company offering specialized retirement and institutional services and recently acquired PayFlex, a consumer directed benefits provider, to create a personalized, holistic approach to financial wellness. To that end, we provide a diversified multi-product business with a holistic focus on financial wellness. While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. The Regional Sales Manager delivers value to brokers and clients by developing deep industry and product knowledge and becoming a resource for information, guidance, and recommendations.Achieve assigned sales quotas while following company sales processes Effectively respond to Request for Proposals/Information (RFP/I) Maintain current and accurate data in CRM Ensure and submit proper, accurate, timely and complete sales and service orders Effectively perform product/service demonstrations on-line and in person Actively seek out and develop new broker relationships to refer BRI business Develop and expand existing referring broker relationships Manage key customer relationships and participate in closing strategic opportunities Monitor customer, market and competitor activity and provide feedback to company leadership team and other company functions Continually develop knowledge of the business climate, applications and competition for their defined geography and accounts Travel for in-person meetings with customers and partners and develop key relationships Conduct platform and software demonstrations during the sales process Meet with existing customers to discuss their evolving needs, sell them additional products and to assess the quality of our company's relationship with them Maintain professional knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies IF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY: Bachelors Degree 5-7 years of applicable experience Thorough knowledge of state and federal compliance issues and IRS regulations as they pertain to employee benefits including, but not limited to, Section 125, Section 105 and Section 132 Plans as well as ERISA, HIPAA, FMLA, HSA and COBRA regulations. If you enjoy a collaborative, fun environment that champions career development, Millennium Trust is the place for you! Millennium Trust has experienced year-to-year double digit growth and prides itself on its strong, progressive culture.We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2023 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards. Ability to maintain confidentiality of records and information. Millennium Trust CultureHiring for following territories, and the incumbent will reside with the stated territories:Boston, MA HOW YOU WILL SOAR: The Regional Sales Manager is responsible for driving revenue in their assigned geographic territory by selling BRI's products and services to employers in their given segmentation. The Regional Sales Manager does this by developing an actively referring network of group benefits brokers and influencers. The RSM II's client size segment varies by lead source but is primarily focused on companies above 200 employees.
Sr. Consultant, OTC Derivatives, Client Dedicated Team, HFS
Company: Northern Trust
Location: Chicago, IL
Posted Dec 07, 2023
This person will be intellectually curious, intuitive, trustworthy and have the highest ethical standards. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected]. We value an inclusive workplace and understand flexibility means different things to different people. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve!Join a workplace with a greater purpose. Apply today and talk to us about your flexible working requirements and together we can achieve greater. We hope you're excited about the role and the opportunity to work with us. This person will add value by working on a number of simultaneous tasks with minimal supervision and exemplary follow-through.Working with Us: As a Northern Trust partner, greater achievements await. Build your career with us andapply today.MadeForGreaterReasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. In addition, he/she will be effective addressing a number of internal and external audiences in a professional manner. § Knowledge of MarkitWire and MTM affirmation workflow § Understanding of the various Rates OTC transaction types such as vanilla, cap/floors, swaptions, OIS, FRAs and YCSOs.Physical Demands and Work Environment: Must be able to interact with coworkers and clients in a fast-paced trading environment.
Wealth Advisor - All Offices
Company: Chilton Trust
Location: Remote
Posted Dec 05, 2023
Applicants should be pro-active, motivated, passionate, and work well in a team environment. Candidate Description Minimum 7 years in the wealth, private banking or asset management industry in an advisory/relationship capacity Confident self-starter willing to do what it takes to help build a business Entrepreneurial oriented with energy and drive to cultivate and build relationships with the end goals of the client always in front of mind Ability to communicate effectively about investment options, banking and credit needs with an organized and disciplined approach Strong community presence in local markets Proven ability to exercise good judgment and discretion with sensitive issues Ability to work with a diverse range of work styles and levels in a productive manner Demonstrates how to problem solve and recommend solutions Willingness to travel Bachelors degree required; MBA, JD, CFA, CFP or CTFA preferred Chilton seeks candidates who have outstanding analytical skills coupled with strong organizational, communication and people/client skills. Key Functions of a Senior Wealth Advisor include, but are not limited to: Deliver advice and solutions to Ultra High Net Worth clients to help them achieve desired goals around wealth preservation, investment management, family office services and estate and trust planning Identify and cultivate new client relationships and prospects for the firm Maintain ongoing communication with prospects and existing clients in consultation with the day to day Client Advisors Ability to communicate effectively about the market, available investment products and the entire suite of services available to clients including trust and estate planning, tax planning and family office services Drive business results by building out your network of Centers of Influence Willingness and positive energy to do any other tasks to help build the business of CTC. CTC has offices in Charlotte, Connecticut, Delaware, New York and Palm Beach. We strive to achieve these goals through a team of passionate professionals who share a common culture of mutual respect, integrity, and work ethic built on creative thinking and leadership, and always putting our clients’ interests first. We pride ourselves on building a team of professionals working toward a common goal in a collaborative fashion. Our mission is to provide our clients with a portfolio of services that capture superior long-term returns throughout all market cycles by executing our proven commitment to value-oriented, fundamental research and disciplined portfolio management. Firm Description Chilton Trust (“CTC”) is a private wealth management firm launched in 2010 by Richard L. Chilton Jr. CTC offers full-service, bespoke private wealth management services, including asset allocation advice, management of separate portfolio accounts, tax advice, trust and estate planning and family office services.