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 where financial strength and stability embolden innovation and career growth.
Matching Summary
The Senior Relationship Advisor role manages complex wealth management client relationships and delivers high quality fiduciary and administrative services.
Salary
Base: $156,370 - 273,600 USD; Bonus/Equity: Discretionary bonus program may include equity component; Benefits: Comprehensive benefits package including retirement, health, paid time off, and more
Skills & Requirements
Must-have
Wealth management for HNW and UHNW clients
Fiduciary duties and trust administration
Client relationship management
Collaboration with professional advisors
Risk management and compliance
Proactive client service and communication
Nice-to-have
Leadership and mentoring skills
Community and professional organization participation
Knowledge of regulatory and tax changes
Ability to explain complex concepts simply
Business development and referral cultivation
Key Requirements
12 - 15 years relationship management experience
Experience with UHNW 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