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About the Role

The Senior Relationship Advisor works closely with high-net-worth and ultra-high-net-worth clients on important financial and personal decisions. This role builds long-term relationships, delivers personalized advice, and collaborates within a team-based model, leveraging deep expertise across disciplines. Northern Trust's fiduciary mindset shapes this role, focusing on long-term outcomes and client confidence.

Responsibilities

Manage and deepen client relationships, including a portfolio of sophisticated wealth management high touch clients.
Serve as a trusted advisor, building strong relationships and understanding client goals, priorities, and family dynamics.
Guide clients through complex decisions by translating wealth planning topics into clear, practical advice.
Utilize fiduciary expertise to guide decisions, identify risks, and ensure clients are supported with care, integrity, and precision.
Partner across trust, tax, estate, investment, and planning to deliver integrated solutions within a coordinated team.
Support colleagues and contribute to shaping solutions in complex situations.

Requirements

A College or University degree is required/preferred.
12 - 15 years industry experience required in trust administration, estate administration, estate planning, or a related field, ideally with high net worth and ultra-high net worth clients.
Strong track record of managing complex client relationships and navigating sophisticated investment, tax, legal, and operational matters.
Solid foundation in fiduciary and financial products and services.
Knowledge of the laws, regulations, and standards that support strong client outcomes.
Excellent communication and relationship-building skills.
Strengths in problem solving, leadership, and business development.
Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future.

Skills

Wealth management
Client relationship management
Fiduciary expertise
Financial planning
Investment knowledge
Tax knowledge
Estate planning
Communication skills
Relationship-building skills
Problem-solving skills
Leadership skills
Business development skills

Location

Work Type

Full-time

Experience Level

Senior
12-15 years

Education Level

College or University degree

About the Company

Northern Trust is a global leader in innovative wealth management, asset servicing, asset management, and banking services.
Founded in 1889, the company is guided by principles of Service, Expertise, and Integrity.
With over 135 years of financial experience and more than 24,000 partners, Northern Trust serves sophisticated clients using leading technology and exceptional service.
Northern Trust offers a flexible and collaborative work culture with a strong history of financial strength and stability.
Movement within the organization is encouraged, senior leaders are accessible, and the company is committed to an inclusive workplace and community assistance.
Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of its culture.

Equal Opportunity

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities.
If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com, or alternatively you can discuss your individual requirements with the recruiter you are working with.