- Builds relationships both internally and externally in order to service multidisciplinary
- Seasoned multi-disciplinary expert with extensive technical and / or business knowledge and functional expertise
- Focus of role is on execution of strategic direction of business function activities
- Carries out complex initiatives involving multiple disciplines and/or ambiguous issues
- Displays a balanced, cross-functional perspective, liaising with the business to improve efficiency, effectiveness and productivity
-
Family Office Associate
3 weeks ago
Zuckerman Investment Group Chicago, United States· Family Office Associate · Company · Zuckerman Investment Group is a growing independent registered investment advisory firm owned by the Zuckerman family. The firm manages over $1 billion for multi-generational families. We are located in downtown Chicago and we provide indi ...
-
Family Office Associate
2 weeks ago
Zuckerman Investment Group Chicago, United StatesFamily Office Associate · Company · Zuckerman Investment Group is a growing independent registered investment advisory firm owned by the Zuckerman family. The firm manages over $1 billion for multi-generational families. We are located in downtown Chicago and we provide individ ...
-
Family Office Associate
1 week ago
Zuckerman Investment Group Chicago, United StatesJob Description · Job DescriptionSalary: · Family Office Associate · Company · Zuckerman Investment Group is a growing independent registered investment advisory firm owned by the Zuckerman family. The firm manages over $1 billion for multi-generational families. We are located ...
-
Manager, Family Office
3 weeks ago
Armanino Chicago, United States Full timeAt Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. · Manager, Family Office · Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one ...
-
Single Family Office
1 week ago
ECG Resources Chicago, United StatesJob Description · Job DescriptionChicago Single Family Office seeks Executive Team Leader to oversee all aspects of wealth advisory. Reports to CEO. · Manage, mentor and guide a team of 15+ professionals · Main focus of the role is to lead the team and ensure all members are prov ...
-
Family Office Accounting Manager
3 weeks ago
77 Consultants Chicago, United StatesJoin the Client Accounting Services (CAS) team to help run our high net worth and family office portion of the practice. · This group is responsible for administering the accounting records for individuals and family members financial, tax, business and personal objectives. · T ...
-
Family Office Accounting Manager
3 days ago
77 Consultants Chicago, United StatesJoin the Client Accounting Services (CAS) team to help run our high net worth and family office portion of the practice. This group is responsible for administering the accounting records for individuals and family members' financial, tax, business and personal objectives. This g ...
-
Accountant - Family Office Services
2 weeks ago
Topel Forman Chicago, United StatesJob Description · Job DescriptionJob Overview · Topel Forman is seeking a tech savvy Accountant within our Family Office Services team in our Chicago office. You will have the opportunity to work closely with family office clients, which include closely held companies and high-n ...
-
Program Officer for Family Reunification
2 weeks ago
Lutheran Immigration and Refugee Service Chicago, United StatesIf you are passionate about transforming communities with a mission-driven organization, then we have the opportunity for you · Reporting to the Assistant Director for Family Reunification, the Program Officer for Family Reunification will conduct oversight and coordination of t ...
-
Family Office Accounting Manager
3 weeks ago
J & M Business Solutions LLC Chicago, United StatesJ&M Business Solutions LLC: Your Gateway to Direct Hire Opportunities · Welcome to J&M Business Solutions LLC, your trusted partner in finding direct hire employment opportunities. As a one-woman recruitment act, I specialize in connecting talented individuals like you with repu ...
-
Accountant - Family Office Services
3 weeks ago
Topel Forman Chicago, United StatesJob Overview · Topel Forman is seeking a tech savvy Accountant within our Family Office Services team in our Chicago office. You will have the opportunity to work closely with family office clients, which include closely held companies and high-net-worth individuals. As the Acc ...
-
Accountant - Family Office Services
4 days ago
Topel Forman Chicago, United StatesJob Overview · Topel Forman is seeking a tech savvy Accountant within our Family Office Services team in our Chicago office. You will have the opportunity to work closely with family office clients, which include closely held companies and high-net-worth individuals. As the Acc ...
-
Sr. Family Office Associate
2 weeks ago
BCI - Brokerage Consultants Inc Chicago, United StatesSr. Family Office Associate | Chicago · Boutique multi-family office seeks Sr. Associate to strengthen client/advisor relationships and establish new ones. · Responsibilities: · Supervise the Family Office Group Service/Administration team · Support day-to-day activities of t ...
-
Front Office Assistant Family Practice
1 week ago
OSF HealthCare Oak Lawn, United StatesOverview: · **Starting pay for this position is $19.37/hour.** · ***: · The Front Office Assistant provides exceptional customer services throughout their interaction with patients, families and their support systems. They are the face of the office and their interaction with the ...
-
Accountant - Family Office Services
4 days ago
Topel Forman Chicago, United StatesJob Overview · Topel Forman is seeking a tech savvy Accountant within our Family Office Services team in our Chicago office. You will have the opportunity to work closely with family office clients, which include closely held companies and high-net-worth individuals. As the Acco ...
-
Family Office Accounting Manager
2 weeks ago
Wisen HR Chicago, United StatesJob Description · Job DescriptionA mid-sized accounting firm committed to providing exceptional client accounting services is currently recruiting a talented individual to join their team as a Family Office Accounting Manager. This role offers the opportunity to work within a dyn ...
-
Family Office Accounting Manager
2 weeks ago
J&M Business Solutions LLC Chicago, United States Full timeJ&M Business Solutions LLC: Your Gateway to Direct Hire Opportunities · Welcome to J&M Business Solutions LLC, your trusted partner in finding direct hire employment opportunities. As a one-woman recruitment act, I specialize in connecting talented individuals like you with reput ...
-
Family Office Accounting Manager
3 weeks ago
RecruitNRefer Chicago, United StatesJoin the Client Accounting Services (CAS) team to help run our high net worth and family office portion of the practice. This group is responsible for administering the accounting records for individuals and family members financial, tax, business and personal objectives. This gr ...
-
Family Office Senior Accounting Manager
1 week ago
Creative Financial Staffing Chicago, United StatesOur client is a leading CPA firm seeking a skilled Family Office Senior Accounting Manager to play a pivotal role in their firms success. · Why Work Here: · Hybrid work model with multiple Chicagoland locations · Mid-sized, industry leading firm that is focused on employee eng ...
-
Senior Director Family Office Planning
1 week ago
Bank Of Montreal Chicago, United StatesApplication Deadline:05/14/2024 Address:320 S Canal Street. Job Family Group:Wealth Sales & Service. Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an Director, Family, Office, Fin ...
Sr. Trust Advisor, Global Family Office - Chicago, United States - Northern Trust
Description
Sr. Trust Advisor, Global Family Office (GFO) page is loadedSr. Trust Advisor, Global Family Office (GFO)
Apply
remote type
Hybrid
locations
Chicago, IL
time type
Full time
posted on
Posted 2 Days Ago
job requisition id
R120740
About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.
With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
Job Title:
Senior Trust Advisor, Global Family Office (GFO)
Job Description Summary:
The Sr.
Trust Advisor, GFO (STA) is responsible for managing a complex book of relationships consisting of principal and single family office clients that require a mix of fiduciary, asset servicing, advisory services, banking, technology & reporting, and investment solutions.
The STA works closely with family office professionals, family members and their advisors to understand the needs and goals of all the stakeholders.
The STA assumes primary responsibility for overall client satisfaction as the Lead Relationship Manager, administers all fiduciary relationships in accordance with the trust terms and Northern Trust's fiduciary policies and guidelines, is responsible for oversight of delegated investment functions and acts as a regional resource for fiduciary matters within their regions.
Major Duties:
The STA must work alongside the family advisors to identify and implement multi-generational solutions. The STA must have deep fiduciary knowledge and a commitment to continuing education.
In discretionary investment management situations, they work closely with the Portfolio Manager (PM) and, in investment delegation situations, with the external investment advisors on portfolio design asset allocation and implementation.
In delegated situations, they are required to perform the PM compliance role.The STA acts a regional resource by overseeing all fiduciary appointments in their region, collaborating with their team on matters of fiduciary administration and issue spotting, and taking the lead on fiduciary cross sell and new business.
Key Responsibilities:
Lead Relationship Manager:
Responsible for the overall relationship of fiduciary ultra-high net worth clients. Works with family members, family office professionals and their external advisors to develop a thorough understanding of the needs and goals
Fiduciary Administration:
Exhibits thorough knowledge of governing documents and account agreements. Responsible for administering trusts according to document terms, Northern Trust fiduciary policies and guidelines, and applicable laws
Investment Oversight:
Implements and oversees delegation of investment functions to third party investment advisors
4:
Regional Fiduciary Lead:
Responsible for fiduciary oversight of fiduciary appointments within their GFO region
presents Northern Trust (NT) offerings as well as understands major trends in the Family Office space
Knowledge Required:
Excellent oral and written communication skills are required
Knowledge of fiduciary and financial products and services
Technical knowledge of investments, tax, legal, and operations usually acquired through formal education or related experience
Knowledge of fiduciary standards, principles, and applicable laws and regulations usually acquired through training, seminars, or law school
Skills in negotiating, presenting, problem solving, delegating, leadership, and sales are required
Presentation/sales skills and proven risk management skills required
Highly flexible and adaptable to change
Leadership and organizational skills are required to determine the Business Unit's goals, resources needed, and to assess and develop the skills of staff
Experience Required:
7-10 years' experience as a relationship manager in trust administration, estate administration, estate planning, or related fields
JD, MBA, CTFA, CPWA or STEP Certification in International Trust Management is preferred
Working with Us:
As a Northern Trust partner, greater achievements await.
You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
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.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies Build your career with us and apply today.
#MadeForGreaterReasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities.
If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at .
We hope you're excited about the role and the opportunity to work with us. 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.
Similar Jobs (5)
Senior Relationship Manager, Global Family Office (GFO)
remote type
Hybrid
locations
Chicago, IL
time type
Full time
posted on
Posted 25 Days Ago
Product Consultant - Global Family Office (GFO)
locations
Chicago, IL
time type
Full time
posted on
Posted 30+ Days Ago
Partnership Accounting/Tax Service, Sr. Product Consultant, Global Family Office
locations
Chicago, IL
time type
Full time
posted on
Posted 28 Days Ago
A global financial leader with more than 22,000 employees in 23 locations worldwide, Northern Trust empowers our employees to achieve more than just business goals.
Our focus on work-life balance, career mobility and unique opportunities are just a few of the reasons we've been named one of the world's most admired companies.
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Centeror call North America), Asia Pacific), India), Europe, Middle East and Africa) and let us know the nature of your request and your contact information.
Equal Employment Opportunity Statements
APAC/INDIA EEO STATEMENT
It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants.
Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age.
All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice.
This includes human resources' decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.
Northern Trust is an Equal Opportunity Employer.Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance.
EMEA EEO STATEMENT
It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants.
Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age.
All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice.
This includes human resources' decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.
USA EEO STATEMENT
It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status.
#J-18808-Ljbffr
