Northern Trust

1 month ago

Senior Relationship Advisor, WM

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 8 hours agoStatus: Live

Job Summary

Senior Relationship Advisor for Wealth Management handling complex HNW and UHNW client relationships, delivering fiduciary and administrative services, advising on investments and financial planning, and coordinating with client advisors to identify solutions while maintaining fiduciary standards and driving business growth.

Location: Chicago

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Key Responsibilities

•Manage assigned wealth management client relationships with fiduciary and administrative services, coordinating with client service teams and advisors to deliver timely, compliant solutions.
•Lead client conversations for life-driven wealth management, explaining complex concepts in non-technical terms and offering advisory solutions.
•Provide proactive client service with diplomacy and clear communication, maintaining appropriate frequency.
•Maintain knowledge of fiduciary standards and practices, comply with internal policies, and identify and resolve fiduciary risk issues.
•Cultivate relationships with referral sources and external advisors to grow business and participate in community/professional organizations.

Pay and Benefits

Salary: USD 164,600 - 288,000 annually

Perks:401kPensionHealth InsuranceDentalVisionPaid LeaveLife InsuranceDisability

Key Requirements

•12-15 years’ experience as a relationship manager in trust administration, estate administration, estate planning, or related fields
•Experience with high net worth (HNW) and ultra-high net worth (UHNW) clients is preferred
•Ability to manage a complex portfolio of over a million and/or billion in account under management (AUM)
•Knowledge of fiduciary standards, principles, and applicable laws and regulations
•JD and/or CFP, CPWA and other related professional designations are strongly desired

Experience:12-15 yearsWealth managementFinancial services

Skills:CommunicationLeadershipNegotiationProblem-solvingSales

Certifications:CFPCPWAJD

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

Senior Relationship Advisor, WM

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 8 hours agoStatus: Live

Job Summary

Location: Chicago

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Key Responsibilities

•Manage assigned wealth management client relationships with fiduciary and administrative services, coordinating with client service teams and advisors to deliver timely, compliant solutions.
•Lead client conversations for life-driven wealth management, explaining complex concepts in non-technical terms and offering advisory solutions.
•Provide proactive client service with diplomacy and clear communication, maintaining appropriate frequency.
•Maintain knowledge of fiduciary standards and practices, comply with internal policies, and identify and resolve fiduciary risk issues.
•Cultivate relationships with referral sources and external advisors to grow business and participate in community/professional organizations.

Pay and Benefits

Salary: USD 164,600 - 288,000 annually

Perks:401kPensionHealth InsuranceDentalVisionPaid LeaveLife InsuranceDisability

Key Requirements

•12-15 years’ experience as a relationship manager in trust administration, estate administration, estate planning, or related fields
•Experience with high net worth (HNW) and ultra-high net worth (UHNW) clients is preferred
•Ability to manage a complex portfolio of over a million and/or billion in account under management (AUM)
•Knowledge of fiduciary standards, principles, and applicable laws and regulations
•JD and/or CFP, CPWA and other related professional designations are strongly desired

Experience:12-15 yearsWealth managementFinancial services

Skills:CommunicationLeadershipNegotiationProblem-solvingSales

Certifications:CFPCPWAJD

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