The Sr. Relationship Advisor manages complex fiduciary and wealth management client relationships and delivers high-quality fiduciary services for sophisticated clients
Job Summary
The Sr. Relationship Advisor manages complex fiduciary and wealth management client relationships and delivers high-quality fiduciary services for sophisticated clients.
This role assumes primary responsibility for overall client satisfaction by collaborating with partners and utilizing appropriate Northern Trust resources to ensure timely delivery of fiduciary services, effective issue resolution, and clear communication of client needs.
Northern Trust offers a flexible and collaborative work culture with opportunities for career movement, senior leader accessibility, and a commitment to community assistance.
Matching Summary
The Sr. Relationship Advisor manages complex fiduciary and wealth management client relationships and delivers high-quality fiduciary services for sophisticated clients.
Skills & Requirements
Must-have
Fiduciary and wealth management expertise
Client relationship management
Knowledge of fiduciary standards and laws
Collaboration with professional advisors
Risk management and compliance
Strong communication and time management
Leadership and mentoring skills
Nice-to-have
Problem solving and negotiation
Sales and organizational effectiveness
Community and professional organization participation
Ability to translate complex concepts
Proactive client service
Flexible and collaborative work culture
Key Requirements
Typically 12–15 years of related experience
College or university degree or equivalent experience
JD or similar credential strongly preferred
Experience managing fiduciary accounts
Deep understanding of fiduciary laws and regulations