Northern Trust

4 weeks ago

Sr-Relationship Advisor

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Senior wealth-management relationship professional responsible for managing sophisticated client portfolios, delivering proactive fiduciary-driven advice, and fostering strong advisor and client relationships while ensuring risk management and regulatory compliance.

Location: Wilmington

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Manager level

Key Responsibilities

•Manage assigned account base of sophisticated wealth management clients by working with client service team, clients and their professional advisors to develop a thorough understanding of the client’s needs and goals; exhibits mastery of fiduciary duties, applicable laws and oversight.
•Lead client conversations for goals-driven wealth management, providing proactive advice on Northern Trust products/services, regulatory/tax changes, and appropriate actions for the client.
•Maintain extensive knowledge of Northern Trust resources to identify opportunities for relationship enhancement and fiduciary service.
•Provide focused client service with responsive, diplomatic communication and effective time management, cultivating ongoing client contact.
•Apply fiduciary standards and internal policies to manage risk and resolve fiduciary issues; mentor junior staff and collaborate with advisory teams.

Key Requirements

•JD or similar professional credential strongly preferred
•12-15 years of experience as a relationship manager or attorney in trust administration, estate administration, estate planning, or related fields
•College degree or equivalent work experience
•Extensive knowledge of fiduciary standards, laws and regulations, and financial products
•Skills in negotiating, problem solving, leadership and sales

Experience:12-15 yearsWealth managementFinancial servicesFiduciary services

Education:Professional (JD, MD, etc.)

Skills:NegotiationCommunicationLeadershipSalesProblem-solving

Certifications:JD

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Northern Trust

Global financial services firm providing wealth management, asset servicing, asset management, and banking solutions to institutions, corporations, and affluent individuals, with a focus on custody, investment management, and technology-driven services.

Industry: Asset Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Chicago, United States

Founded: 1889

Glassdoor: 3.9

Website LinkedIn

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Northern Trust

4 weeks ago

Sr-Relationship Advisor

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Location: Wilmington

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Manager level

Key Responsibilities

•Manage assigned account base of sophisticated wealth management clients by working with client service team, clients and their professional advisors to develop a thorough understanding of the client’s needs and goals; exhibits mastery of fiduciary duties, applicable laws and oversight.
•Lead client conversations for goals-driven wealth management, providing proactive advice on Northern Trust products/services, regulatory/tax changes, and appropriate actions for the client.
•Maintain extensive knowledge of Northern Trust resources to identify opportunities for relationship enhancement and fiduciary service.
•Provide focused client service with responsive, diplomatic communication and effective time management, cultivating ongoing client contact.
•Apply fiduciary standards and internal policies to manage risk and resolve fiduciary issues; mentor junior staff and collaborate with advisory teams.

Key Requirements

•JD or similar professional credential strongly preferred
•12-15 years of experience as a relationship manager or attorney in trust administration, estate administration, estate planning, or related fields
•College degree or equivalent work experience
•Extensive knowledge of fiduciary standards, laws and regulations, and financial products
•Skills in negotiating, problem solving, leadership and sales

Experience:12-15 yearsWealth managementFinancial servicesFiduciary services

Education:Professional (JD, MD, etc.)

Skills:NegotiationCommunicationLeadershipSalesProblem-solving

Certifications:JD

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Northern Trust

Industry: Asset Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Chicago, United States

Founded: 1889

Glassdoor: 3.9

Website LinkedIn