Not specified (assumed flexible based on company culture)
Extensive knowledge of fiduciary standards
Experience managing complex trust accounts
Deep understanding of tax and estate planning
Northern Trust Corporation is seeking a Sr. Relationship Advisor, Manager, to manage sophisticated wealth management client accounts while providing expert financial advice and support. The ideal candidate will have significant experience in fiduciary services and a strong understanding of legal, tax, and financial products
Job Summary
The role involves managing a portfolio of sophisticated wealth management clients by developing thorough understandings of their needs and goals.
Candidates must exhibit mastery of fiduciary duties, applicable laws, and oversight including trust, tax law, and estate planning techniques.
Northern Trust offers a comprehensive benefits package including retirement benefits, health coverage, and a discretionary bonus program with potential equity components.
Matching Summary
Match Score: 85
Northern Trust Corporation is seeking a Sr. Relationship Advisor, Manager, to manage sophisticated wealth management client accounts while providing expert financial advice and support. The ideal candidate will have significant experience in fiduciary services and a strong understanding of legal, tax, and financial products.
Salary
Base: $164,600 - $288,000 USD; Bonus/Equity: Discretionary bonus program potentially including equity component; Benefits: Comprehensive package including 401k, pension, medical, dental, vision, and paid time off
Skills & Requirements
Must-have
Extensive knowledge of fiduciary standards
Experience managing complex trust accounts
Deep understanding of tax and estate planning
Proven ability to lead client relationships
Strong analytical and problem-solving skills
Nice-to-have
Mentoring and coaching experience
Community organization participation
Thought leadership in financial services
Excellent time management abilities
Diplomatic communication style
Key Requirements
12-15 years experience as relationship manager or attorney
JD or similar credential strongly preferred
College degree or relevant proven work experience required
Specific experience with fiduciary accounts and issues