Senior Relationship/trust Advisor, Wm

NT

Winnetka, IL, United States
Base: $164,600 - 288,000 usd; bonus/equity: discre...
Fiduciary and administrative services
Wealth management for hnw and uhnw clients
Client relationship management
The Senior Relationship Advisor role manages complex wealth management client relationships and delivers high quality fiduciary and administrative services

Job Summary

  • The Senior Relationship Advisor role manages complex wealth management client relationships and delivers high quality fiduciary and administrative services.
  • Northern Trust provides a comprehensive benefits package including retirement benefits, health and welfare benefits, paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits.
  • As a Northern Trust partner, you will be part of a flexible and collaborative work culture in an organization committed to assisting the communities it serves.

Matching Summary

The Senior Relationship Advisor role manages complex wealth management client relationships and delivers high quality fiduciary and administrative services.

Salary

Base: $164,600 - 288,000 USD; Bonus/Equity: discretionary bonus program may include equity; Benefits: comprehensive benefits package including retirement, health, paid time off, and more

Skills & Requirements

Must-have

  • fiduciary and administrative services
  • wealth management for HNW and UHNW clients
  • client relationship management
  • knowledge of trust and tax law
  • collaboration with professional advisors
  • proactive client service and communication

Nice-to-have

  • leadership and mentoring skills
  • community and professional organization participation
  • ability to explain complex concepts simply
  • business development and referral cultivation
  • flexible and collaborative work culture

Key Requirements

  • 12 - 15 years relationship management experience
  • experience with ultra-high net worth clients preferred
  • JD, CFP, CPWA or related professional designations strongly desired
  • knowledge of fiduciary standards and applicable laws
  • ability to manage portfolios over a million or billion in AUM

Work Rights

Not specified

Tailored Resume

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