Sr. Relationship Advisor

Northern Trust
San Diego
Workplace: OnsiteFull timeUSD 189,290 - 331,200Function: Customer Success & Account ManagementExperience: 12-15 yearsEducation: professionalSkills: ["Leadership","Negotiation","Problem-solving","Delegating","Time management","Mentorship","Analytical thinking","Relationship building","Risk management","Client communication"]

Manage a book of sophisticated wealth management clients, partnering with client service teams, clients, and professional advisors to understand needs and goals. Lead goals-driven client conversations and provide proactive holistic advice on products, emerging issues, and regulatory/tax changes. Apply deep fiduciary knowledge to address complex relationships and prudent risk management, while building referral relationships and developing opportunities through community and professional engagement.

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FursaFursa
Northern Trust
Northern Trust
2 months ago

Sr. Relationship Advisor

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Last checked: 4 hours agoStatus: Live

Job Summary

Manage a book of sophisticated wealth management clients, partnering with client service teams, clients, and professional advisors to understand needs and goals. Lead goals-driven client conversations and provide proactive holistic advice on products, emerging issues, and regulatory/tax changes. Apply deep fiduciary knowledge to address complex relationships and prudent risk management, while building referral relationships and developing opportunities through community and professional engagement.
Location: San Diego
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Manage an assigned account base by working with clients, their professional advisors, and the client service team to understand needs and goals.
  • •Lead client conversations for goals-driven wealth management and holistic advice, providing proactive recommendations on products/services and regulatory/tax changes.
  • •Maintain and apply extensive knowledge of fiduciary standards and internal policies to manage complex fiduciary relationships and prudent risk management.
  • •Provide responsive client service through written and verbal communication with appropriate frequency and excellent time management.
  • •Cultivate relationships with referral sources and external professional advisors, identifying and developing new business opportunities; teach and mentor less experienced partners and advise on fiduciary issues.

Pay and Benefits

Salary: USD 189,290 - 331,200
Perks:401kPensionHealth InsuranceDentalVisionPaid LeaveParental LeaveCaregiver LeaveLife InsuranceDisability InsuranceSpending Accounts

Key Requirements

  • •College or university degree and/or relevant proven work experience is required.
  • •12–15 years of experience as a relationship manager or attorney in trust administration, estate administration, estate planning, or related fields.
  • •Specific experience with fiduciary accounts and issues to service complex client relationships.
  • •Extensive knowledge of fiduciary standards, principles, and applicable laws and regulations.
  • •JD or similar credential is strongly preferred.
Experience:12-15 yearsWealth managementTrust administrationEstate planningFinancial servicesFiduciary management
Education:Professional (JD, MD, etc.)
Skills:LeadershipNegotiationProblem-solvingDelegatingTime managementMentorshipAnalytical thinkingRelationship buildingRisk managementClient communication

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
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Glassdoor: 3.9
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