Senior Relationship Advisor

Northern Trust Corporation

Not specified (assumed flexible or hybrid based on company culture)
Extensive knowledge of fiduciary accounts
Deep understanding of fiduciary standards and laws
Experience managing sophisticated wealth management clients
Northern Trust Corporation is seeking a Senior Relationship Advisor to manage complex fiduciary and wealth management client relationships, ensuring high-quality service and client satisfaction. The ideal candidate will have extensive experience in fiduciary practices, strong leadership skills, and the ability to communicate effectively with sophisticated clients

Job Summary

  • The role involves managing an assigned account base of sophisticated wealth management clients while maintaining mastery of governing documents and fiduciary duties.
  • Candidates are expected to lead client conversations focused on goals-driven wealth management and translate complex concepts into clear, client-friendly language.
  • Northern Trust offers a flexible work culture where movement within the organization is encouraged and senior leaders are accessible.

Matching Summary

Match Score: 85

Northern Trust Corporation is seeking a Senior Relationship Advisor to manage complex fiduciary and wealth management client relationships, ensuring high-quality service and client satisfaction. The ideal candidate will have extensive experience in fiduciary practices, strong leadership skills, and the ability to communicate effectively with sophisticated clients.

Skills & Requirements

Must-have

  • Extensive knowledge of fiduciary accounts
  • Deep understanding of fiduciary standards and laws
  • Experience managing sophisticated wealth management clients
  • Strong leadership and problem-solving skills
  • Ability to interpret tax, legal, and investment considerations

Nice-to-have

  • JD or similar credential preferred
  • Experience mentoring less experienced partners
  • Participation in community organizations
  • Proactive guidance on regulatory changes
  • Diplomacy and tact in client communication

Key Requirements

  • 12-15 years of experience as relationship manager or attorney
  • College degree or equivalent professional experience required
  • JD or similar credential strongly preferred
  • Formal education or experience in trust/estate administration

Work Rights

Not specified

Tailored Resume

Cover Letter