Sr. Trust Advisor, Global Family Office (gfo)

Northern Trust

Chicago, IL, United States
Base: $164,600 - 288,000 usd; bonus/equity: discre...
Fiduciary trust administration
Relationship management with uhnw clients
Investment oversight and delegation
The Sr. Trust Advisor is responsible for managing complex fiduciary relationships with principal and single-family office clients, ensuring client satisfaction and adherence to trust terms and fiduciary policies

Job Summary

  • The Sr. Trust Advisor is responsible for managing complex fiduciary relationships with principal and single-family office clients, ensuring client satisfaction and adherence to trust terms and fiduciary policies.
  • Northern Trust offers a comprehensive benefits package including retirement, health, paid time off, and a discretionary bonus program that may include equity components.
  • The company fosters a flexible and collaborative work culture with accessible senior leaders and encourages internal movement, emphasizing a commitment to community and inclusivity.

Matching Summary

The Sr. Trust Advisor is responsible for managing complex fiduciary relationships with principal and single-family office clients, ensuring client satisfaction and adherence to trust terms and fiduciary policies.

Salary

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

Skills & Requirements

Must-have

  • fiduciary trust administration
  • relationship management with UHNW clients
  • investment oversight and delegation
  • knowledge of fiduciary laws and policies
  • collaboration with family office professionals
  • leadership and organizational skills

Nice-to-have

  • multi-generational wealth solutions
  • presentation and sales skills
  • adaptability to change
  • cross-functional business perspective
  • regional fiduciary resource role

Key Requirements

  • 7-10 years relationship management experience
  • experience with trust and estate administration
  • JD, MBA, CTFA or CPWA preferred
  • experience with ultra-high net worth clients
  • knowledge of fiduciary standards and applicable laws

Work Rights

Not specified

Tailored Resume

Cover Letter