Senior Relationship / Trust Advisor

Northern Trust
United States
Full timeFunction: Customer Success & Account ManagementExperience: 12-15 yearsEducation: bachelorsSkills: ["Leadership","Problem-solving","Negotiation","Delegation","Organizational effectiveness"]

Manage sophisticated wealth management and fiduciary client relationships, ensuring timely delivery of fiduciary services, proactive issue resolution, and clear client communications. Lead goals-driven conversations, provide guidance on Northern Trust products and services, and stay current on regulatory and tax changes. Coordinate with clients’ professional advisors to identify advisory solutions, support prudent fiduciary risk management, and develop the business through referrals and community involvement.

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FursaFursa
Northern Trust
Northern Trust
3 days ago

Senior Relationship / Trust Advisor

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Last checked: 16 hours agoStatus: Live

Job Summary

Manage sophisticated wealth management and fiduciary client relationships, ensuring timely delivery of fiduciary services, proactive issue resolution, and clear client communications. Lead goals-driven conversations, provide guidance on Northern Trust products and services, and stay current on regulatory and tax changes. Coordinate with clients’ professional advisors to identify advisory solutions, support prudent fiduciary risk management, and develop the business through referrals and community involvement.
Location: United States
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Manage an assigned base of sophisticated wealth management clients by working with client service teams and professional advisors to understand client needs and goals.
  • •Lead proactive client conversations focused on goals-driven wealth management and holistic advice, translating complex topics into clear language.
  • •Use fiduciary standards and Northern Trust resources to identify opportunities for relationship enhancement and deliver high-quality fiduciary service.
  • •Maintain proactive, responsive client service through effective written and verbal communication, time management, diplomacy, and tact.
  • •Recognize fiduciary risk issues and apply sound judgment to support prudent risk management in line with internal policies and procedures.

Key Requirements

  • •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, including managing complex client relationships.
  • •Demonstrated experience with fiduciary accounts and technical knowledge of investments, tax, legal, and operational considerations.
  • •Deep understanding of fiduciary standards, principles, and applicable laws and regulations, supported by training or advanced education.
  • •College or university degree required; JD or similar credential strongly preferred.
Experience:12-15 years
Education:Bachelor's
Skills:LeadershipProblem-solvingNegotiationDelegationOrganizational effectiveness

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
Glassdoor: 3.9
WebsiteLinkedIn