2 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: 6 hours agoStatus: Live

Job Summary

Senior Relationship Advisor responsible for managing complex fiduciary and wealth management client relationships, delivering high-quality fiduciary services, and coordinating with clients, advisors, and internal partners to ensure timely delivery and risk-aware solutions. Leads conversations on goals-driven wealth management, mentors other advisors, and represents Northern Trust with external professionals while pursuing business development opportunities.

Location: Wilmington

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Sr. Manager level

Key Responsibilities

•Manage an assigned account base of sophisticated wealth management clients by working with client service teams, clients, and their professional advisors to understand needs and goals, while mastering governing documents, fiduciary duties, and laws.
•Lead client conversations focused on goals-driven wealth management, providing guidance on products/services, regulatory or tax changes, and translating complex concepts into clear language.
•Leverage knowledge of fiduciary standards and resources to identify opportunities for relationship enhancement and deliver high-quality fiduciary service.
•Maintain proactive client service through effective written and verbal communication, including time management, diplomacy, and tact.
•Identify fiduciary risk issues and apply sound judgment in compliance with internal policies to support prudent risk management.

Key Requirements

•Bachelor's degree 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
•Significant experience managing fiduciary accounts with investments, tax, legal, and operational considerations
•Proven leadership, problem solving, negotiation, delegation, sales, and organizational skills
•Ability to interpret business challenges and recommend best practices to improve products, processes, or services

Experience:12-15 yearsWealth managementFiduciary servicesFinancial services

Education:Bachelor's

Skills:LeadershipNegotiationCommunicationProblem-solvingSales

Certifications:JD (preferred)

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

2 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: 6 hours agoStatus: Live

Job Summary

Location: Wilmington

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Sr. Manager level

Key Responsibilities

•Manage an assigned account base of sophisticated wealth management clients by working with client service teams, clients, and their professional advisors to understand needs and goals, while mastering governing documents, fiduciary duties, and laws.
•Lead client conversations focused on goals-driven wealth management, providing guidance on products/services, regulatory or tax changes, and translating complex concepts into clear language.
•Leverage knowledge of fiduciary standards and resources to identify opportunities for relationship enhancement and deliver high-quality fiduciary service.
•Maintain proactive client service through effective written and verbal communication, including time management, diplomacy, and tact.
•Identify fiduciary risk issues and apply sound judgment in compliance with internal policies to support prudent risk management.

Key Requirements

•Bachelor's degree 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
•Significant experience managing fiduciary accounts with investments, tax, legal, and operational considerations
•Proven leadership, problem solving, negotiation, delegation, sales, and organizational skills
•Ability to interpret business challenges and recommend best practices to improve products, processes, or services

Experience:12-15 yearsWealth managementFiduciary servicesFinancial services

Education:Bachelor's

Skills:LeadershipNegotiationCommunicationProblem-solvingSales

Certifications:JD (preferred)

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