4 days ago

Relationship Advisor

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

Manage a portfolio of wealth management clients by deeply understanding their needs, goals, and governing account documents. Lead advisory conversations to deliver holistic, goals-driven guidance and proactive recommendations across investments, tax, legal, estate planning, and services. Maintain fiduciary standards, identify relationship enhancement opportunities, and support new business growth through referral networks and community involvement. Mentor less-experienced partners and travel to meet clients as appropriate.

Location: San Francisco

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Manage assigned wealth management client accounts, understanding client goals and governing documents.
•Guide client conversations and provide proactive, advice-driven recommendations on products/services and relevant regulatory/tax changes.
•Maintain working knowledge of internal resources and fiduciary standards to identify relationship enhancement opportunities.
•Provide responsive client service through written and verbal communication with effective time management.
•Cultivate referral relationships and mentor less-experienced partners; travel to meet clients when appropriate.

Travel: Low travel

Pay and Benefits

Salary: USD 131,675 - 223,905 annually

Equity and Bonus:Equity

Perks:Health InsuranceDentalVision401kPensionPaid LeaveParental LeaveLife InsuranceDisability InsuranceSpending Accounts

Key Requirements

•7-10 years of experience in fiduciary servicing, in personal trust, estate administration, or related fields.
•Knowledge of fiduciary and financial products/services to manage client accounts.
•Technical knowledge of investments, tax, legal, and operations to service clients.
•Knowledge of fiduciary standards, principles, and applicable laws/regulations, typically acquired through training, seminars, or law school.
•Skills in negotiating, problem solving, delegating, leadership, and sales, plus the ability to explain sensitive information clearly.

Experience:7-10 yearsFiduciary servicingPersonal trustEstate administrationWealth management

Skills:NegotiationProblem solvingLeadershipConsensus buildingTime management

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 days ago

Relationship Advisor

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

Location: San Francisco

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Manage assigned wealth management client accounts, understanding client goals and governing documents.
•Guide client conversations and provide proactive, advice-driven recommendations on products/services and relevant regulatory/tax changes.
•Maintain working knowledge of internal resources and fiduciary standards to identify relationship enhancement opportunities.
•Provide responsive client service through written and verbal communication with effective time management.
•Cultivate referral relationships and mentor less-experienced partners; travel to meet clients when appropriate.

Travel: Low travel

Pay and Benefits

Salary: USD 131,675 - 223,905 annually

Equity and Bonus:Equity

Perks:Health InsuranceDentalVision401kPensionPaid LeaveParental LeaveLife InsuranceDisability InsuranceSpending Accounts

Key Requirements

•7-10 years of experience in fiduciary servicing, in personal trust, estate administration, or related fields.
•Knowledge of fiduciary and financial products/services to manage client accounts.
•Technical knowledge of investments, tax, legal, and operations to service clients.
•Knowledge of fiduciary standards, principles, and applicable laws/regulations, typically acquired through training, seminars, or law school.
•Skills in negotiating, problem solving, delegating, leadership, and sales, plus the ability to explain sensitive information clearly.

Experience:7-10 yearsFiduciary servicingPersonal trustEstate administrationWealth management

Skills:NegotiationProblem solvingLeadershipConsensus buildingTime management

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