Northern Trust

1 week ago

Senior Relationship/Trust Advisor, WM

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 46 minutes agoStatus: Live

Job Summary

Manage complex wealth management relationships for HNW/UHNW clients, delivering fiduciary and administrative service while ensuring overall client satisfaction. Lead life-driven wealth management conversations, provide proactive advice on products, emerging issues, and regulatory/tax changes, and coordinate with professional advisors to implement advisory solutions. Grow the business through referrals, teach and mentor partners, and lead fiduciary projects and committees, including managing complex, high-AUM portfolios.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Manage complex wealth management client relationships and deliver fiduciary and administrative services to ensure timely, high-quality client outcomes.
•Lead client conversations for life-driven wealth management and provide proactive advice on products/services, emerging issues, and regulatory/tax changes.
•Apply fiduciary knowledge and judgment to identify fiduciary risk issues, comply with internal policies, and seek appropriate resolution.
•Cultivate referral relationships and work with external professional advisors to identify and develop new business opportunities.
•Teach and mentor less experienced partners and provide leadership on fiduciary projects and committees, including implementing complex initiatives.

Travel: Low travel

Key Requirements

•12–15 years of experience as a relationship manager in trust administration, estate administration, estate planning, or related fields.
•Experience working with high net worth (HNW) and ultra-high net worth (UHNW) clients.
•Ability to manage a complex portfolio with account under management (AUM) over a million and/or billion.
•Knowledge of fiduciary and financial products/services and applicable laws, including trust and tax law, estate planning techniques, and prudent investment principles.
•Strong negotiating, problem-solving, delegating, leadership, and sales skills; JD and/or CFP/CPWA and related designations strongly desired.

Experience:12-15 yearsWealth managementTrust administrationEstate planningHigh net worthUltra-high net worth

Skills:NegotiatingProblem-solvingDelegatingLeadershipCommunication

Certifications:CFPCPWAJD

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

1 week ago

Senior Relationship/Trust Advisor, WM

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 46 minutes agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Manage complex wealth management client relationships and deliver fiduciary and administrative services to ensure timely, high-quality client outcomes.
•Lead client conversations for life-driven wealth management and provide proactive advice on products/services, emerging issues, and regulatory/tax changes.
•Apply fiduciary knowledge and judgment to identify fiduciary risk issues, comply with internal policies, and seek appropriate resolution.
•Cultivate referral relationships and work with external professional advisors to identify and develop new business opportunities.
•Teach and mentor less experienced partners and provide leadership on fiduciary projects and committees, including implementing complex initiatives.

Travel: Low travel

Key Requirements

•12–15 years of experience as a relationship manager in trust administration, estate administration, estate planning, or related fields.
•Experience working with high net worth (HNW) and ultra-high net worth (UHNW) clients.
•Ability to manage a complex portfolio with account under management (AUM) over a million and/or billion.
•Knowledge of fiduciary and financial products/services and applicable laws, including trust and tax law, estate planning techniques, and prudent investment principles.
•Strong negotiating, problem-solving, delegating, leadership, and sales skills; JD and/or CFP/CPWA and related designations strongly desired.

Experience:12-15 yearsWealth managementTrust administrationEstate planningHigh net worthUltra-high net worth

Skills:NegotiatingProblem-solvingDelegatingLeadershipCommunication

Certifications:CFPCPWAJD

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