Northern Trust · 6 hours ago
Senior Banking Advisor
Boca Raton, FL
Full-time
Hybrid
Senior Level
5+ years expNorthern Trust is a globally recognized financial institution that has been in operation since 1889. The Senior Banking Advisor is responsible for developing new client relationships and managing complex credit and deposit relationships for high-net-worth individuals and organizations, ensuring exceptional client service and strategic growth.
BankingFinanceFinancial ServicesWealth Management
Responsibilities
Proactively develops new client relationships and identifies prospects, creating tailored marketing strategies for targeted outreach
Manages sophisticated credit, deposit, and treasury management relationships for high-net-worth, family offices, closely held business and non-profit organizations
Identifies and facilitates opportunities across investment, fiduciary, and wealth management solutions beyond banking services
Structures and negotiates complex loan and lease agreements in alignment with bank policies and risk frameworks
Analyzes and negotiates key loan terms, including pricing conditions, interest rates, and interest rate swaps, ensuring compliance with Credit Policy Committee guidelines
Oversees the preparation and execution of loan documentation and ensures accuracy and completeness of financing agreements
Acts as a trusted advisor to clients on goals-based wealth management strategies
Develops and maintains a strong network of Centers of Influence (COIs), leveraging relationships to generate new business opportunities
Serves as a subject matter expert, providing in-depth consultation and leadership to colleagues and internal partners
Leads strategic initiatives and cross-functional projects that are broad in scope and technically complex
Interfaces with senior leadership, committees, and other internal stakeholders to provide insight and drive strategic initiatives
Balances day-to-day operational execution with long-term business development and strategic planning responsibilities
Mentors junior team members and contributes to the development of best practices within the banking team
Qualification
Required
Advanced understanding of the banking industry, competitive landscape, and credit/lending practices
Familiarity with investment, trust, and financial planning concepts to support comprehensive client solutions
Strong negotiation, leadership, and relationship management skills
Excellent oral and written communication abilities
High adaptability and flexibility in a fast-paced, evolving environment
Ability to interpret internal and external business challenges and recommend solutions that enhance product and service offerings
Capable of influencing stakeholders and communicating complex concepts effectively
Demonstrated expertise in a specialized banking or financial discipline
Minimum of 5 years of experience in financial analysis, client servicing, commercial lending, or leasing
Bachelor's degree in Finance, Business, Economics, or a related field required
Preferred
Experience leading functional teams or managing moderate-risk projects
Advanced degree or professional certifications (e.g., CFA, CFP) preferred
Company
Northern Trust
Northern Trust is a global leader in delivering innovative investment management, asset and fund administration, fiduciary and banking.
10001+ employees
H1B Sponsorship
Northern Trust has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (180)
2024 (203)
2023 (102)
2022 (74)
2021 (298)
2020 (83)
Funding
Current Stage
Public CompanyTotal Funding
$1.25B2025-11-20Post Ipo Debt· $1.25B
1978-01-13IPO
Leadership Team
Michael O'Grady
President, Chief Executive Officer & Director
Peter Cherecwich
Chief Operating Officer
Recent News
Business Wire
2025-12-18
2025-12-11
Company data provided by crunchbase