Northern Trust

1 month ago

Sr-Relationship Advisor

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Senior-level wealth management advisor managing sophisticated client relationships, delivering goals-driven fiduciary guidance and holistic financial strategies. Leads client conversations, leverages fiduciary expertise, and mentors junior advisors while expanding opportunities through trusted advisor relationships.

Location: Menlo Park

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Sr. Manager level

Key Responsibilities

•Manage an assigned base of sophisticated wealth management clients by working with client service teams, clients, and their advisors to understand client needs and goals, applying fiduciary knowledge to complex relationships.
•Lead client conversations for goals-driven wealth management and holistic advice, explaining complex concepts in non-technical terms and recommending actionable actions.
•Utilize fiduciary standards and internal resources to identify opportunities for relationship enhancement and prudent risk management.
•Cultivate relationships with referral sources and external advisors to build business and represent the firm in professional communities.
•Travel to meet with clients as appropriate to support revenue and servicing needs.

Pay and Benefits

Salary: USD 189,290 - 331,200 annually

Equity and Bonus:Equity

Perks:Health InsuranceRetirement BenefitsPaid LeaveParental LeaveLife Insurance

Key Requirements

•Bachelor's degree or higher; JD or similar credential strongly preferred
•12-15 years’ experience as a relationship manager or attorney in trust administration, estate administration, estate planning, or related fields
•Extensive knowledge of fiduciary standards, principles, and applicable laws and regulations
•Strong negotiation, problem solving, delegation, leadership, and sales skills
•Proven ability to build and manage complex client relationships and deliver proactive, advice-driven solutions

Experience:12-15 yearsWealth managementFiduciaryTrust administration

Education:Professional (JD, MD, etc.)

Skills:NegotiationLeadershipCommunicationProblem-solvingSales

Certifications:JD

Languages:English

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

1 month ago

Sr-Relationship Advisor

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Location: Menlo Park

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Sr. Manager level

Key Responsibilities

•Manage an assigned base of sophisticated wealth management clients by working with client service teams, clients, and their advisors to understand client needs and goals, applying fiduciary knowledge to complex relationships.
•Lead client conversations for goals-driven wealth management and holistic advice, explaining complex concepts in non-technical terms and recommending actionable actions.
•Utilize fiduciary standards and internal resources to identify opportunities for relationship enhancement and prudent risk management.
•Cultivate relationships with referral sources and external advisors to build business and represent the firm in professional communities.
•Travel to meet with clients as appropriate to support revenue and servicing needs.

Pay and Benefits

Salary: USD 189,290 - 331,200 annually

Equity and Bonus:Equity

Perks:Health InsuranceRetirement BenefitsPaid LeaveParental LeaveLife Insurance

Key Requirements

•Bachelor's degree or higher; JD or similar credential strongly preferred
•12-15 years’ experience as a relationship manager or attorney in trust administration, estate administration, estate planning, or related fields
•Extensive knowledge of fiduciary standards, principles, and applicable laws and regulations
•Strong negotiation, problem solving, delegation, leadership, and sales skills
•Proven ability to build and manage complex client relationships and deliver proactive, advice-driven solutions

Experience:12-15 yearsWealth managementFiduciaryTrust administration

Education:Professional (JD, MD, etc.)

Skills:NegotiationLeadershipCommunicationProblem-solvingSales

Certifications:JD

Languages:English

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