Northern Trust

6 days ago

Senior Relationship Advisor

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 5 hours agoStatus: Live

Job Summary

Manage complex fiduciary and wealth management relationships for sophisticated clients, driving overall client satisfaction through timely service delivery, clear communication, and effective issue resolution. Lead goals-driven client conversations, proactively advise on Northern Trust products and services, and coordinate with clients’ professional advisors to implement advisory solutions. Identify fiduciary risk issues, support prudent risk management, mentor less experienced partners, and cultivate referral relationships to drive new opportunities.

Location: Dallas

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Manage an assigned base of sophisticated wealth management clients by maintaining mastery of governing documents, fiduciary duties, and applicable laws while working with client service teams and professional advisors.
•Lead goals-driven client conversations and provide proactive guidance on Northern Trust products and services, emerging issues, and regulatory or tax changes using clear client-friendly communication.
•Coordinate advisory solutions with clients’ professional advisors and deliver high-quality fiduciary service through use of Northern Trust resources, standards, and practices.
•Maintain proactive client service through effective written and verbal communication, exercising strong time management, diplomacy, and tact.
•Recognize fiduciary risk issues and apply sound judgment to support prudent risk management; mentor less experienced partners and serve as a subject matter expert.

Key Requirements

•Extensive knowledge of fiduciary and financial products and services, typically gained through significant work experience managing complex client relationships.
•Demonstrated experience with 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.
•College or university degree and/or equivalent professional experience required; JD or similar credential strongly preferred.
•Typically 12–15 years of experience as a relationship manager or attorney in trust administration, estate administration, estate planning, or related fields.

Experience:12-15 years

Education:Professional (JD, MD, etc.)

Skills:LeadershipProblem solvingNegotiationCommunicationOrganizational effectiveness

Eligibility

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: 3.9

Website LinkedIn

Loading job details...

Preparing the role view and application actions.

Northern Trust

6 days ago

Senior Relationship Advisor

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 5 hours agoStatus: Live

Job Summary

Location: Dallas

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Manage an assigned base of sophisticated wealth management clients by maintaining mastery of governing documents, fiduciary duties, and applicable laws while working with client service teams and professional advisors.
•Lead goals-driven client conversations and provide proactive guidance on Northern Trust products and services, emerging issues, and regulatory or tax changes using clear client-friendly communication.
•Coordinate advisory solutions with clients’ professional advisors and deliver high-quality fiduciary service through use of Northern Trust resources, standards, and practices.
•Maintain proactive client service through effective written and verbal communication, exercising strong time management, diplomacy, and tact.
•Recognize fiduciary risk issues and apply sound judgment to support prudent risk management; mentor less experienced partners and serve as a subject matter expert.

Key Requirements

•Extensive knowledge of fiduciary and financial products and services, typically gained through significant work experience managing complex client relationships.
•Demonstrated experience with 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.
•College or university degree and/or equivalent professional experience required; JD or similar credential strongly preferred.
•Typically 12–15 years of experience as a relationship manager or attorney in trust administration, estate administration, estate planning, or related fields.

Experience:12-15 years

Education:Professional (JD, MD, etc.)

Skills:LeadershipProblem solvingNegotiationCommunicationOrganizational effectiveness

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

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