Relationship Advisor

Northern Trust
Phoenix
Workplace: OnsiteFull timeFunction: Consulting & AdvisoryExperience: 7-10 yearsEducation: bachelorsSkills: ["Leadership","Negotiation","Relationship management","Communication","Sales"]

Responsible for managing a book of wealth management clients, understanding their needs and fiduciary goals, and delivering holistic advice. You’ll guide conversations on NT products, stay current on regulatory changes, and collaborate with advisors to craft advice-driven solutions. You will mentor junior colleagues, maintain fiduciary standards, and build relationships with referral sources while seeking new business opportunities across a broad client base.

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FursaFursa
Northern Trust
Northern Trust
2 months ago

Relationship Advisor

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Last checked: 3 hours agoStatus: Live

Job Summary

Responsible for managing a book of wealth management clients, understanding their needs and fiduciary goals, and delivering holistic advice. You’ll guide conversations on NT products, stay current on regulatory changes, and collaborate with advisors to craft advice-driven solutions. You will mentor junior colleagues, maintain fiduciary standards, and build relationships with referral sources while seeking new business opportunities across a broad client base.
Location: Phoenix
Workplace: Onsite
Employment Type: Full time
Job Function: Consulting & Advisory

Key Responsibilities

  • •Manage assigned account base of wealth management clients and understand client needs/goals, including fiduciary duties and applicable laws.
  • •Guide client conversations for goals-driven wealth management and provide proactive advice on products, regulatory changes, and actions for clients.
  • •Maintain knowledge of fiduciary standards and internal NT policies to manage risk and fiduciary relationships.
  • •Provide responsive, professional client service with clear communication and timely follow-up; manage time effectively.
  • •Cultivate referral networks and opportunities, represent NT in professional communities, and mentor less experienced partners.

Key Requirements

  • •College or university degree and relevant proven work experience.
  • •7-10 years’ experience in fiduciary servicing, in personal trust, estate administration or related fields.
Experience:7-10 yearsWealth managementFinancial services
Education:Bachelor's
Skills:LeadershipNegotiationRelationship managementCommunicationSales

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
Glassdoor: 3.9
WebsiteLinkedIn