Senior Relationship Advisor

Northern Trust
Wilmington
Workplace: OnsiteFull timeFunction: Consulting & AdvisoryExperience: 12-15 yearsEducation: bachelorsSkills: ["Leadership","Negotiation","Communication","Problem-solving","Sales"]

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.

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FursaFursa
Northern Trust
Northern Trust
3 months ago

Senior Relationship Advisor

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Source: Company careers pageValidated by: Fursa AI
Last checked: 21 hours agoStatus: Live
Reposted: similar role first listed 6 months ago

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
Glassdoor: 3.9
WebsiteLinkedIn