5 days ago

Sr Relationship Manager, Advisory

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 21 hours agoStatus: Live

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: 3.9

Website LinkedIn

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Northern Trust

5 days ago

Sr Relationship Manager, Advisory

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 21 hours agoStatus: Live

Job Summary

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

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