Sr Relationship Advisor

NRT (National Revenue Tax)

Pasadena, CA, United States
Base: $158,010 - 276,460 usd; bonus/equity: discre...
Fiduciary relationship management
Wealth management expertise
Trust and tax law knowledge
Northern Trust is a globally recognized financial institution with over 130 years of experience serving sophisticated clients using leading technology and exceptional service

Job Summary

  • Northern Trust is a globally recognized financial institution with over 130 years of experience serving sophisticated clients using leading technology and exceptional service.
  • The Sr. Fiduciary Specialist leads client conversations for goals-driven wealth management, provides proactive advice on products and regulatory changes, and manages complex fiduciary relationships with a focus on client satisfaction.
  • Northern Trust offers a comprehensive benefits package including retirement plans, health and welfare benefits, paid time off, and a discretionary bonus program that may include equity components.

Matching Summary

Northern Trust is a globally recognized financial institution with over 130 years of experience serving sophisticated clients using leading technology and exceptional service.

Salary

Base: $158,010 - 276,460 USD; Bonus/Equity: Discretionary bonus program may include equity; Benefits: Comprehensive benefits including retirement, health, paid time off, and more

Skills & Requirements

Must-have

  • Fiduciary relationship management
  • Wealth management expertise
  • Trust and tax law knowledge
  • Client relationship leadership
  • Financial planning and asset management
  • Regulatory and tax compliance
  • Effective communication skills

Nice-to-have

  • Mentoring and leadership skills
  • Business development and networking
  • Community and professional involvement
  • Problem solving and negotiation
  • Time management and responsiveness
  • Innovative solution identification

Key Requirements

  • 12-15 years relationship management experience
  • JD or similar credential strongly preferred
  • Experience in trust and estate administration
  • College or university degree or relevant experience

Work Rights

Not specified

Tailored Resume

Cover Letter