Sr Relationship Manager, Advisory

Northern Trust
California
Full timeUSD 189,290 - 331,200 annuallyFunction: Customer Success & Account ManagementExperience: 12-15 yearsEducation: professionalSkills: ["Negotiation","Problem-solving","Leadership","Time management","Diplomacy"]

Manage a book of sophisticated wealth management clients by partnering with client service teams, clients, and their professional advisors to understand goals and deliver holistic, goals-driven advice. Lead client conversations and proactively recommend actions based on fiduciary, tax, legal, trust, and estate-planning considerations. Maintain fiduciary standards and prudent risk management, build referral relationships, and mentor less experienced partners as a subject matter expert.

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FursaFursa
Northern Trust
Northern Trust
1 month ago

Sr Relationship Manager, Advisory

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Job Summary

Manage a book of sophisticated wealth management clients by partnering with client service teams, clients, and their professional advisors to understand goals and deliver holistic, goals-driven advice. Lead client conversations and proactively recommend actions based on fiduciary, tax, legal, trust, and estate-planning considerations. Maintain fiduciary standards and prudent risk management, build referral relationships, and mentor less experienced partners as a subject matter expert.
Location: California
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Manage an assigned base of sophisticated wealth management client accounts, developing a thorough understanding of client needs and goals.
  • •Lead goals-driven wealth management client conversations and provide proactive advice on products/services, emerging issues, and regulatory/tax changes.
  • •Maintain extensive knowledge of fiduciary standards and practices, applying fiduciary judgment to complex relationships and resolving fiduciary risk issues.
  • •Cultivate relationships with referral sources and external professional advisors to build the business and identify new opportunities.
  • •Teach and mentor less experienced partners and advise Relationship Advisors on fiduciary issues; serve as a subject matter expert for fiduciary projects and committees.
Travel: Low travel

Pay and Benefits

Salary: USD 189,290 - 331,200 annually
Perks:Health InsuranceDentalVision401kPensionPaid LeaveParental LeaveLife InsuranceDisability InsuranceSpending Accounts

Key Requirements

  • •12–15 years’ experience as a relationship manager or attorney in trust administration, estate administration, estate planning, or related fields.
  • •College or university degree and/or relevant proven work experience; JD or similar credential strongly preferred.
  • •Extensive knowledge of fiduciary and financial products and services, including trust and tax law, estate planning techniques, financial planning, asset management, and prudent investment principles.
  • •Extensive knowledge of fiduciary standards, principles, and applicable laws and regulations to administer client accounts.
  • •Skills in negotiating, problem solving, delegating, leadership, and sales to service the client relationship.
Experience:12-15 yearsWealth managementAsset managementTrust administrationEstate planning
Education:Professional (JD, MD, etc.)
Skills:NegotiationProblem-solvingLeadershipTime managementDiplomacy

Eligibility

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