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About the Role
The Sr Relationship Advisor manages fiduciary and agency client relationships, serving as the fiduciary specialist responsible for overall client satisfaction. This role partners with internal teams and utilizes Northern Trust (NT) resources to deliver high-quality service, resolve issues, communicate client needs, and develop advisory relationships. The Trust Advisor also supports fiduciary accounts not directly assigned to a primary advisor.
Responsibilities
- Manage a portfolio of wealth management clients by developing a thorough understanding of client needs, goals, and governing documents.
- Apply fiduciary expertise, including relevant trust, tax, estate planning, financial planning, and investment principles.
- Provide holistic, goals-based advice and proactively guide clients on products, services, regulatory changes, and appropriate actions.
- Translate complex concepts into clear, client-friendly communication.
- Deliver responsive, high-quality client service, maintaining proactive communication and strong relationship management with professionalism, diplomacy, and sound judgment.
- Leverage NT resources and cross-functional partnerships to enhance client relationships, identify opportunities, and provide advice-driven solutions.
- Apply fiduciary standards, policies, and procedures to ensure prudent risk management.
- Identify and escalate fiduciary risks as appropriate.
- Develop new business by cultivating relationships with referral sources and centers of influence.
- Represent NT in community and professional organizations.
- Mentor and support less experienced partners and serve as a fiduciary resource for Relationship Advisors.
- Travel to meet with clients as needed based on servicing requirements and business opportunities.
- Pursue ongoing professional development to strengthen fiduciary and advisory expertise.
- Exercise sound judgment in decision-making based on analysis of multiple information sources.
- Eligible to serve as Lead Relationship Manager in Private Client Advisory and Private Client Services.
Requirements
- Strong knowledge of fiduciary principles, financial products, and applicable laws and regulations
- Technical expertise in investments, tax, legal, and operational areas
- Ability to communicate complex or sensitive information clearly and build consensus
- Demonstrated skills in relationship management, problem solving, negotiation, and business development
- Bachelor’s degree or equivalent relevant experience
- 7–10 years of experience in fiduciary services, including personal trust, estate administration, or related fields
- Progress toward or attainment of professional designations such as CFP, CTFA, JD, MBA, or similar
- Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future.
Skills
- Fiduciary expertise
- Trust, tax, estate planning, financial planning, and investment principles
- Client service
- Relationship management
- Risk management
- Business development
- Negotiation
- Problem solving
Location
- US
Work Type
- Onsite
Experience Level
- 7-10 years
Education Level
- Bachelor's degree or equivalent relevant experience
- CFP, CTFA, JD, MBA, or similar preferred
Salary/Compensations
- $189,290 - $331,200 USD
Benefits
- Retirement benefits (401k and pension)
- Health and welfare benefits (medical, dental, vision, spending accounts and disability)
- Paid time off
- Parental and caregiver leave
- Life & accident insurance
- Other voluntary and well-being benefits
- Discretionary bonus program that may include an equity component
About the Company
- As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.
- Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity.
- With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
- As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability.
- Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.
- Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture.
- Employees around the world give their time and talent to work for the greater good of their communities.
Equal Opportunity
- Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities.