Teams at Northern Trust

Senior business development role focused on cultivating ultra-high-net-worth individuals, families, and institutions. Develop and execute client acquisition strategies, advise on estate, tax, and wealth transfer planning, coordinate with internal specialists to deliver solutions, and act as a local brand ambassador to expand relationships and referrals.

Manage a portfolio of wealth management and trust clients, provide fiduciary advice on trusts, estate and tax matters, lead client conversations and goals-driven wealth planning, support fiduciary oversight and national initiatives, identify business development opportunities, and apply fiduciary standards and risk management across relationships.

Lead new client development and relationship management for high-net-worth individuals, families, and institutions. Present Northern Trust capabilities, advise on estate, trust, and tax planning, collaborate with specialists, and deepen client relationships while serving as a community brand ambassador.