Senior Banking Advisor

Northern Trust

Sr. Banking Advisor at Northern Trust developing and managing complex wealth management relationships.

Posted 7/3/2026full-timePasadena • California • 🇺🇸 United StatesSenior💰 $158,010 - $268,640 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Wealth Management, Client Relationship Management, and Financial Analysis, with a strong focus on Negotiation and Sales skills to drive client engagement and business growth.

Highest-signal resume keywords

Wealth ManagementFinancial AnalysisClient Relationship ManagementNegotiation SkillsSales Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisCommercial LendingLeasing ExperienceLoan StructuringCredit AnalysisInvestment ConsultingFiduciary ServicesMarket Strategy DevelopmentTerms NegotiationPricing Analysis

Soft Skills

LeadershipCommunication SkillsAdaptabilityClient ServicingRelationship Building

Industry Keywords

Banking IndustryWealth ManagementInvestmentFiduciaryTreasury ManagementCOI NetworkingCross-Functional ActivitiesComplex Loan AgreementsSpecial Pricing ConditionsInterest Rate Swaps

About the role

Key responsibilities & impact

Develops new relationships
Identifies prospects and develops the marketing strategy for specific clients
Manages complex wealth management banking credit and treasury management client relationships and identifies opportunities external to banking in the areas of investment and fiduciary
Responsible for structuring and negotiating complex loan and/or lease agreements according to guidelines established by senior bank and business unit management
Analyzes and negotiates the terms of loans, such as special pricing conditions, interest rates, Swaps etc.
Advises and consults with clients as it relates to Goals Driven Wealth Management
Generates leads through well established relationships with COI’s and cultivates a network of additional COI’s
As subject area expert, provides comprehensive, in-depth consulting and leadership to team and partners at a high technical level
Carries out activities that are large in scope, cross-functional and technically difficult

Requirements

What you’ll need

At least 5 years in financial analysis and client servicing experience, or commercial lending or leasing experience
Advanced knowledge of the banking industry, competition and financing, usually acquired through formal education and experience
Skills in negotiation, leadership and sales are necessary to develop client and prospect relationships
Excellent oral and written communication skills
Highly flexible and adaptable to change
Requires specialized depth and/or breadth of expertise in own job discipline or field

Benefits

Comp & perks

retirement benefits (401k and pension)
health and welfare benefits (medical, dental, vision, spending accounts and disability)
paid time off
parental and caregiver leave
life & accident insurance
other voluntary and well-being benefits
discretionary bonus program that may include an equity component