Senior Relationship / Trust Advisor

Northern Trust
Florida
Full timeFunction: Customer Success & Account ManagementExperience: 12-15 yearsEducation: professionalSkills: ["Leadership","Problem solving","Negotiation","Diplomacy","Time management"]

Manage a base of sophisticated wealth management and fiduciary clients in Coral Gables, ensuring high-quality fiduciary service and overall client satisfaction. Lead goals-driven relationship conversations, proactively guide clients on Northern Trust products, services, and regulatory/tax changes, and resolve issues using internal resources. Coordinate with clients’ professional advisors to implement advisory solutions, identify fiduciary risks, and mentor less experienced partners as a subject matter expert.

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FursaFursa
Northern Trust
Northern Trust
1 day ago

Senior Relationship / Trust Advisor

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Job Summary

Manage a base of sophisticated wealth management and fiduciary clients in Coral Gables, ensuring high-quality fiduciary service and overall client satisfaction. Lead goals-driven relationship conversations, proactively guide clients on Northern Trust products, services, and regulatory/tax changes, and resolve issues using internal resources. Coordinate with clients’ professional advisors to implement advisory solutions, identify fiduciary risks, and mentor less experienced partners as a subject matter expert.
Location: Florida
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Manage an assigned base of sophisticated wealth management and fiduciary clients by partnering with client service teams, clients, and professional advisors.
  • •Lead client conversations focused on goals-driven wealth management, providing proactive guidance on products/services, emerging issues, and regulatory or tax changes.
  • •Deliver high-quality fiduciary service by using Northern Trust resources, fiduciary standards, and practices to identify opportunities for relationship enhancement.
  • •Maintain proactive and responsive client service through effective written and verbal communication while exercising strong time management, diplomacy, and tact.
  • •Recognize fiduciary risk issues and apply sound judgment to support prudent risk management; teach and mentor less experienced partners and advise on complex fiduciary matters.

Key Requirements

  • •Extensive knowledge of fiduciary and financial products and services, typically acquired through significant related work experience managing complex client relationships.
  • •Demonstrated experience managing fiduciary accounts, including technical knowledge of investments, tax, legal, and operational considerations.
  • •Deep understanding of fiduciary standards, principles, and applicable laws and regulations, supported by training, seminars, or advanced education.
  • •Strong leadership, problem solving, negotiation, delegation, sales, and organizational effectiveness skills.
  • •Typically 12–15 years of experience as a relationship manager or attorney in trust administration, estate administration, estate planning, or related fields; college/university degree required and JD strongly preferred.
Experience:12-15 years
Education:Professional (JD, MD, etc.)
Skills:LeadershipProblem solvingNegotiationDiplomacyTime management

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