The Sr. Relationship Advisor manages complex fiduciary and wealth management client relationships and delivers high-quality fiduciary services for sophisticated clients
Job Summary
The Sr. Relationship Advisor manages complex fiduciary and wealth management client relationships and delivers high-quality fiduciary services for sophisticated clients.
This role assumes primary responsibility for overall client satisfaction by collaborating with partners and utilizing appropriate Northern Trust resources to ensure timely delivery of fiduciary services, effective issue resolution, and clear communication of client needs.
Northern Trust offers a flexible and collaborative work culture with financial strength and stability, encouraging movement within the organization and commitment to community assistance.
Matching Summary
The Sr. Relationship Advisor manages complex fiduciary and wealth management client relationships and delivers high-quality fiduciary services for sophisticated clients.
Skills & Requirements
Must-have
Fiduciary and wealth management expertise
Client relationship management
Knowledge of fiduciary standards and laws
Strong communication and time management
Risk management and compliance
Collaboration with professional advisors
Nice-to-have
Leadership and mentoring skills
Problem solving and negotiation
Business development and networking
Analytical and innovative thinking
Flexible and collaborative work culture
Key Requirements
Typically 12–15 years experience
College or university degree or equivalent
JD or similar credential strongly preferred
Experience in trust or estate administration
Technical knowledge of investments, tax, legal
Deep understanding of fiduciary laws and regulations