Northern Trust

1 month ago

Senior Fiduciary Officer

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 14 hours agoStatus: Live

Job Summary

Senior fiduciary officer leading wealth management relationships, providing fiduciary guidance, and supporting national initiatives while managing risk and ensuring compliant, advisor-led client service within a major financial institution.

Location: Denver

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Sr. Manager level

Key Responsibilities

•Manage assigned wealth management client base with client service team, clients and their professional advisors to understand client needs and goals, maintaining proactive contact and effective time management
•Demonstrate deep knowledge of governing documents, fiduciary duties, and applicable laws; apply fiduciary standards to client relationships and risk management
•Lead client conversations for Goals Driven Wealth Management; provide proactive advice on NT’s products/services, regulatory/tax changes, and actions for clients using non-technical explanations
•Maintain working knowledge of NT resources; identify opportunities for relationship enhancement through fiduciary expertise and experience
•Support implementation of national fiduciary initiatives and participate on fiduciary oversight committees to ensure prudent actions and department objectives

Pay and Benefits

Salary: USD 164,600 - 288,000 annually

Equity and Bonus:Equity

Perks:Health InsuranceDentalVision401kPensionPaid LeaveParental LeaveLife InsuranceEquityAnnual Bonus

Key Requirements

•Minimum 10 years’ experience as a lead relationship manager in trust administration, estate administration, estate planning, or related fields; legal background, or commensurate experience, strongly preferred
•Deep knowledge of fiduciary duties, governing documents, and applicable laws; experience with investments, tax, and financial planning
•Proven negotiation, problem resolution, delegation and leadership skills critical for fiduciary management
•Knowledge of fiduciary standards, practices, and internal policies to manage risk and ensure prudent judgment
•Ability to lead client conversations for Goals Driven Wealth Management and provide proactive, advisory solutions using NT resources

Experience:10+ yearsWealth managementFiduciaryTrust administrationEstate planning

Skills:CommunicationLeadershipNegotiationProblem-solvingClient service

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 month ago

Senior Fiduciary Officer

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 14 hours agoStatus: Live

Job Summary

Location: Denver

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Sr. Manager level

Key Responsibilities

•Manage assigned wealth management client base with client service team, clients and their professional advisors to understand client needs and goals, maintaining proactive contact and effective time management
•Demonstrate deep knowledge of governing documents, fiduciary duties, and applicable laws; apply fiduciary standards to client relationships and risk management
•Lead client conversations for Goals Driven Wealth Management; provide proactive advice on NT’s products/services, regulatory/tax changes, and actions for clients using non-technical explanations
•Maintain working knowledge of NT resources; identify opportunities for relationship enhancement through fiduciary expertise and experience
•Support implementation of national fiduciary initiatives and participate on fiduciary oversight committees to ensure prudent actions and department objectives

Pay and Benefits

Salary: USD 164,600 - 288,000 annually

Equity and Bonus:Equity

Perks:Health InsuranceDentalVision401kPensionPaid LeaveParental LeaveLife InsuranceEquityAnnual Bonus

Key Requirements

•Minimum 10 years’ experience as a lead relationship manager in trust administration, estate administration, estate planning, or related fields; legal background, or commensurate experience, strongly preferred
•Deep knowledge of fiduciary duties, governing documents, and applicable laws; experience with investments, tax, and financial planning
•Proven negotiation, problem resolution, delegation and leadership skills critical for fiduciary management
•Knowledge of fiduciary standards, practices, and internal policies to manage risk and ensure prudent judgment
•Ability to lead client conversations for Goals Driven Wealth Management and provide proactive, advisory solutions using NT resources

Experience:10+ yearsWealth managementFiduciaryTrust administrationEstate planning

Skills:CommunicationLeadershipNegotiationProblem-solvingClient service

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