Northern Trust

3 months ago

Senior Fiduciary Officer

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 6 hours agoStatus: Live

Job Summary

Senior fiduciary leader delivering comprehensive wealth management services to complex clients, combining relationship management with fiduciary risk oversight, advisory leadership, and regional fiduciary governance.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Software Engineering

Seniority: Sr. Manager level

Key Responsibilities

•Manage an assigned account base of wealth management clients in collaboration with client service teams and professionals to understand client needs and goals.
•Lead client conversations under the Goals Driven Wealth Management framework, providing proactive advice on products, planning considerations, and regulatory or tax changes.
•Demonstrate fiduciary judgment and administer accounts according to Northern Trust standards while escalating fiduciary and risk matters as needed.
•Provide regional fiduciary oversight, monitoring, and guidance to Relationship Advisors on fiduciary, trust administration, risk management, and compliance matters.
•Contribute to fiduciary strategic planning, staff leadership, and development, including input on hiring, performance, and development discussions.

Key Requirements

•Minimum of 10 years of experience as a lead relationship manager in trust administration, estate administration, estate planning, or related fiduciary disciplines.
•Legal background or commensurate fiduciary experience strongly preferred.
•Strong fiduciary judgment with advanced relationship management and advisory skills.
•Ability to lead complex client conversations and regional fiduciary initiatives with credibility and influence.
•Demonstrated leadership, communication, and organizational skills across client, advisor, and risk stakeholders.

Experience:10+ yearsFinancial servicesWealth management

Skills:CommunicationLeadershipNegotiationProblem-solvingRelationship-building

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 Fiduciary Officer

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 6 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Software Engineering

Seniority: Sr. Manager level

Key Responsibilities

•Manage an assigned account base of wealth management clients in collaboration with client service teams and professionals to understand client needs and goals.
•Lead client conversations under the Goals Driven Wealth Management framework, providing proactive advice on products, planning considerations, and regulatory or tax changes.
•Demonstrate fiduciary judgment and administer accounts according to Northern Trust standards while escalating fiduciary and risk matters as needed.
•Provide regional fiduciary oversight, monitoring, and guidance to Relationship Advisors on fiduciary, trust administration, risk management, and compliance matters.
•Contribute to fiduciary strategic planning, staff leadership, and development, including input on hiring, performance, and development discussions.

Key Requirements

•Minimum of 10 years of experience as a lead relationship manager in trust administration, estate administration, estate planning, or related fiduciary disciplines.
•Legal background or commensurate fiduciary experience strongly preferred.
•Strong fiduciary judgment with advanced relationship management and advisory skills.
•Ability to lead complex client conversations and regional fiduciary initiatives with credibility and influence.
•Demonstrated leadership, communication, and organizational skills across client, advisor, and risk stakeholders.

Experience:10+ yearsFinancial servicesWealth management

Skills:CommunicationLeadershipNegotiationProblem-solvingRelationship-building

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