5 days ago

Senior Relationship Advisor

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 21 hours agoStatus: Live

Job Summary

Manage a portfolio of high-touch wealth management clients, building long-term relationships as a trusted advisor. Lead conversations that translate complex wealth planning into clear, practical guidance, using fiduciary expertise to identify risk and support clients with care and integrity. Partner across trust, tax, estate, investment, and planning teams to deliver integrated solutions, and contribute to the broader team by supporting colleagues in complex situations.

Location: Austin

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Manage and deepen relationships by overseeing a portfolio of sophisticated high-touch wealth management clients.
•Serve as a trusted advisor by building understanding of clients’ goals, priorities, and family dynamics.
•Lead discussions that translate complex wealth planning topics into clear, practical advice.
•Use fiduciary expertise to guide decisions, identify risk, and support clients with care, integrity, and precision.
•Partner across trust, tax, estate, investment, and planning to deliver integrated solutions and contribute to the broader team.

Key Requirements

•A college or university degree is required/preferred.
•12-15 years of industry experience in trust administration, estate administration, estate planning, or a related field, ideally with high-net-worth and ultra-high-net-worth clients.
•Demonstrated track record managing complex client relationships and navigating sophisticated investment, tax, legal, and operational matters.
•Solid foundation in fiduciary and financial products/services, with knowledge of the laws, regulations, and standards supporting strong client outcomes.
•Excellent communication and relationship-building skills, with strengths in problem solving, leadership, and business development.

Experience:12-15 yearsWealth managementHigh net worthEstate planningTrust administration

Education:Bachelor's

Skills:CommunicationRelationship-buildingProblem solvingLeadershipBusiness development

Eligibility

Visa:H-1BL-1TNO-1E-3H-1B1F-1J-1OPTCPT

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

5 days ago

Senior Relationship Advisor

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 21 hours agoStatus: Live

Job Summary

Location: Austin

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Manage and deepen relationships by overseeing a portfolio of sophisticated high-touch wealth management clients.
•Serve as a trusted advisor by building understanding of clients’ goals, priorities, and family dynamics.
•Lead discussions that translate complex wealth planning topics into clear, practical advice.
•Use fiduciary expertise to guide decisions, identify risk, and support clients with care, integrity, and precision.
•Partner across trust, tax, estate, investment, and planning to deliver integrated solutions and contribute to the broader team.

Key Requirements

•A college or university degree is required/preferred.
•12-15 years of industry experience in trust administration, estate administration, estate planning, or a related field, ideally with high-net-worth and ultra-high-net-worth clients.
•Demonstrated track record managing complex client relationships and navigating sophisticated investment, tax, legal, and operational matters.
•Solid foundation in fiduciary and financial products/services, with knowledge of the laws, regulations, and standards supporting strong client outcomes.
•Excellent communication and relationship-building skills, with strengths in problem solving, leadership, and business development.

Experience:12-15 yearsWealth managementHigh net worthEstate planningTrust administration

Education:Bachelor's

Skills:CommunicationRelationship-buildingProblem solvingLeadershipBusiness development

Eligibility

Visa:H-1BL-1TNO-1E-3H-1B1F-1J-1OPTCPT

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