Senior Relationship Advisor

Key Responsibilities:

• Manages a portfolio of wealth management clients, developing a deep understanding of client needs and goals in collaboration with clients and their advisors.
• Exhibits expertise in governing documents, fiduciary duties, trust and tax law, estate planning, financial planning, and prudent investment principles.
• Leads client conversations around goals-based wealth management and holistic advisory solutions, communicating complex topics in non-technical terms.
• Provides proactive guidance on Northern Trust products, regulatory/tax changes, and appropriate strategies to address evolving client needs.
• Utilizes internal fiduciary resources and expertise to identify opportunities for relationship growth and improved client outcomes.
• Delivers responsive and tactful client service through clear written and verbal communication, exhibiting strong time management skills.
• Applies sound fiduciary judgment and Northern Trust standards in managing risk, ensuring compliance with internal procedures and external regulations.
• Cultivates business development by maintaining and expanding relationships with referral sources and centers of influence.
• Serves as a mentor and subject matter expert, guiding Relationship Advisors and junior partners on fiduciary matters and best practices.
• Travels to meet with clients when appropriate to support relationship development, business growth, or servicing needs.
• Actively pursues professional development to deepen fiduciary and advisory skills.
• Uses sound judgment to analyze multiple inputs and determine appropriate client solutions.
• Eligible to serve as LRM in Private Client Advisory (PCA) and Private Client Services (PCS).
• Required Knowledge, Skills & Abilities:
• Strong knowledge of fiduciary and financial products and services acquired through related work experience.
• Technical understanding of investments, tax, legal, and operations gained through formal education or relevant experience.
• Thorough knowledge of fiduciary principles, standards, and laws/regulations necessary to effectively administer trust accounts.
• Well-developed skills in negotiation, problem-solving, delegation, leadership, and relationship management.
• Excellent communication skills and the ability to explain complex or sensitive topics to clients and stakeholders.
• Strong judgment and the ability to build consensus while working collaboratively across teams.
• Experience & Education:
• Bachelor’s degree or equivalent combination of education and work experience required.
• 7–10 years of experience in fiduciary servicing, personal trust, estate administration, or a closely related field.
• Work Authorization
• Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).
• Working with Us
• 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.
• Reasonable Accommodation
• 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 [email protected], or alternatively you can discuss your individual requirements with the recruiter you are working with.

Required Knowledge, Skills & Abilities:

Experience & Education: