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.

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.

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.