Northern Trust

3 months ago

Senior Relationship Advisor

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 5 hours agoStatus: Live

Job Summary

Manage complex fiduciary and wealth management client relationships, delivering high-quality fiduciary services for sophisticated clients. Lead goals-driven conversations, collaborate with professionals, navigate fiduciary duties and regulatory requirements, and mentor peers as a subject matter expert. Travel as needed to meet client service, revenue, and new business development objectives.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Key Responsibilities

•Manage an assigned account base of sophisticated wealth management clients by working closely with client service teams, clients, and their professional advisors to develop a thorough understanding of client needs and goals, while maintaining mastery of governing documents, fiduciary duties, and applicable laws.
•Lead client conversations focused on goals-driven wealth management and holistic advice, providing proactive guidance on Northern Trust products and services, emerging issues, and regulatory or tax changes, while translating complex concepts into clear, client-friendly language.
•Leverage extensive knowledge of Northern Trust resources, fiduciary standards, and practices to identify opportunities for relationship enhancement and deliver high-quality fiduciary service.
•Maintain proactive and responsive client service through effective written and verbal communication, exercising strong time management, diplomacy, and tact.
•Travel as appropriate to meet client service, revenue, and new business development needs.

Key Requirements

•College or university degree and/or equivalent professional experience required; JD or similar credential strongly preferred.
•Typically 12–15 years of experience as a relationship manager or attorney in trust administration, estate administration, estate planning, or related fields.
•Extensive knowledge of fiduciary and financial products and services, typically acquired through significant related work experience managing complex client relationships.
•Demonstrated experience with fiduciary accounts, including technical knowledge of investments, tax, legal, and operational considerations, gained through formal education or professional experience.
•Strong skills in leadership, problem solving, negotiation, delegation, sales, and organizational effectiveness.

Experience:FinanceWealth managementFinancial services

Education:Bachelor's

Skills:LeadershipCommunicationProblem-solvingNegotiationTime management

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

3 months ago

Senior Relationship Advisor

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 5 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Key Responsibilities

•Manage an assigned account base of sophisticated wealth management clients by working closely with client service teams, clients, and their professional advisors to develop a thorough understanding of client needs and goals, while maintaining mastery of governing documents, fiduciary duties, and applicable laws.
•Lead client conversations focused on goals-driven wealth management and holistic advice, providing proactive guidance on Northern Trust products and services, emerging issues, and regulatory or tax changes, while translating complex concepts into clear, client-friendly language.
•Leverage extensive knowledge of Northern Trust resources, fiduciary standards, and practices to identify opportunities for relationship enhancement and deliver high-quality fiduciary service.
•Maintain proactive and responsive client service through effective written and verbal communication, exercising strong time management, diplomacy, and tact.
•Travel as appropriate to meet client service, revenue, and new business development needs.

Key Requirements

•College or university degree and/or equivalent professional experience required; JD or similar credential strongly preferred.
•Typically 12–15 years of experience as a relationship manager or attorney in trust administration, estate administration, estate planning, or related fields.
•Extensive knowledge of fiduciary and financial products and services, typically acquired through significant related work experience managing complex client relationships.
•Demonstrated experience with fiduciary accounts, including technical knowledge of investments, tax, legal, and operational considerations, gained through formal education or professional experience.
•Strong skills in leadership, problem solving, negotiation, delegation, sales, and organizational effectiveness.

Experience:FinanceWealth managementFinancial services

Education:Bachelor's

Skills:LeadershipCommunicationProblem-solvingNegotiationTime management

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