Senior Fiduciary Officer

Northern Trust
Denver
Workplace: OnsiteFull timeUSD 164,600 - 288,000 annuallyFunction: Solutions Engineering & Sales EngineeringExperience: 10+ yearsSkills: ["Proactive communication","Time management","Diplomacy","Tact","Relationship building","Negotiation","Problem resolution","Leadership","Delegation","Analytical thinking","Risk management","Explaining complex concepts"]

Serve as a senior wealth management and fiduciary advisor for a portfolio of clients, partnering with relationship and client service teams to understand goals and provide proactive, goals-driven guidance. Apply deep knowledge of fiduciary duties, trust and tax law, estate planning, and prudent investment principles to lead client conversations, identify opportunities, and manage fiduciary risk through compliance with internal policies. Support fiduciary oversight and business development initiatives.

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FursaFursa
Northern Trust
Northern Trust
3 months ago

Senior Fiduciary Officer

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Last checked: 18 minutes agoStatus: Live

Job Summary

Serve as a senior wealth management and fiduciary advisor for a portfolio of clients, partnering with relationship and client service teams to understand goals and provide proactive, goals-driven guidance. Apply deep knowledge of fiduciary duties, trust and tax law, estate planning, and prudent investment principles to lead client conversations, identify opportunities, and manage fiduciary risk through compliance with internal policies. Support fiduciary oversight and business development initiatives.
Location: Denver
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Manage an assigned base of wealth management clients by understanding needs and goals and maintaining proactive client contact.
  • •Lead client conversations for goals-driven wealth management and provide proactive advice on products/services, emerging issues, and regulatory/tax changes.
  • •Build and maintain knowledge of Northern Trust fiduciary standards and apply fiduciary judgment to manage fiduciary relationships and risks.
  • •Participate in fiduciary oversight committees, including account acceptance and discretionary actions.
  • •Support fiduciary strategic planning by helping set goals and priorities and following through to meet objectives.

Pay and Benefits

Salary: USD 164,600 - 288,000 annually
Perks:401kPensionHealth InsuranceDentalVisionPaid LeaveParental LeaveDisability

Key Requirements

  • •Minimum 10 years’ experience as a lead relationship manager in trust administration, estate administration, estate planning, or related fields.
  • •Broad knowledge of fiduciary and financial products and services to manage client accounts.
  • •Thorough knowledge of fiduciary standards, principles, and applicable laws and regulations to administer accounts.
  • •Technical knowledge of investments, tax, legal, and operations to service clients.
  • •Proven negotiation, problem resolution, delegation, and leadership skills.
Experience:10+ yearsTrust administrationEstate administrationEstate planningWealth managementFiduciary
Skills:Proactive communicationTime managementDiplomacyTactRelationship buildingNegotiationProblem resolutionLeadershipDelegationAnalytical thinkingRisk managementExplaining complex concepts

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
WebsiteLinkedIn