Northern Trust

3 months 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: 14 hours agoStatus: Live

Job Summary

Senior Relationship/Trust Advisor in Wealth Management manages complex HNW and UHNW client relationships, delivering fiduciary and administrative services. Leads client conversations, provides proactive advisory solutions, and collaborates with fiduciary experts to identify opportunities, while building referrals and maintaining compliance with fiduciary standards.

Location: Chicago

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Sr. Manager level

Key Responsibilities

•Manage assigned wealth management client base by understanding client needs and goals with the client service team and professional advisors.
•Lead client conversations for life-driven wealth management, advising on NT products/services, regulatory changes, and appropriate actions.
•Provide proactive client service with clear written and verbal communication; respond with diplomacy and tact.
•Maintain knowledge of NT fiduciary standards and comply with internal policies to manage fiduciary risk.
•Cultivate relationships with referral sources and external advisors to grow the business and represent NT in communities.

Travel: Low travel

Pay and Benefits

Salary: USD 164,600 - 288,000 annually

Equity and Bonus:Equity

Perks:401kPensionHealth InsurancePaid LeaveParental LeaveLife InsuranceDisability InsuranceEquity

Key Requirements

•12-15 years’ experience as a relationship manager in trust administration, estate administration, estate planning, or related fields.
•Experience with high net worth (HNW) and ultra-high net worth (UHNW) clients preferred.
•Ability to manage a complex portfolio of over a million and/or billion in account under management (AUM).
•Knowledge of fiduciary standards and applicable laws and regulations; ability to apply fiduciary judgment.
•JD, CFP, CPWA or related professional designations strongly desired; leadership experience.

Experience:12-15 yearsWealth managementTrust administration

Education:Professional (JD, MD, etc.)

Skills:CommunicationLeadershipProblem-solvingRelationship managementNegotiation

Certifications:JDCFPCPWA

Languages:English

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

3 months 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: 14 hours agoStatus: Live

Job Summary

Location: Chicago

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Sr. Manager level

Key Responsibilities

•Manage assigned wealth management client base by understanding client needs and goals with the client service team and professional advisors.
•Lead client conversations for life-driven wealth management, advising on NT products/services, regulatory changes, and appropriate actions.
•Provide proactive client service with clear written and verbal communication; respond with diplomacy and tact.
•Maintain knowledge of NT fiduciary standards and comply with internal policies to manage fiduciary risk.
•Cultivate relationships with referral sources and external advisors to grow the business and represent NT in communities.

Travel: Low travel

Pay and Benefits

Salary: USD 164,600 - 288,000 annually

Equity and Bonus:Equity

Perks:401kPensionHealth InsurancePaid LeaveParental LeaveLife InsuranceDisability InsuranceEquity

Key Requirements

•12-15 years’ experience as a relationship manager in trust administration, estate administration, estate planning, or related fields.
•Experience with high net worth (HNW) and ultra-high net worth (UHNW) clients preferred.
•Ability to manage a complex portfolio of over a million and/or billion in account under management (AUM).
•Knowledge of fiduciary standards and applicable laws and regulations; ability to apply fiduciary judgment.
•JD, CFP, CPWA or related professional designations strongly desired; leadership experience.

Experience:12-15 yearsWealth managementTrust administration

Education:Professional (JD, MD, etc.)

Skills:CommunicationLeadershipProblem-solvingRelationship managementNegotiation

Certifications:JDCFPCPWA

Languages:English

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