Senior Relationship/trust Advisor, Wm

NRT (National Revenue Tax)

Winnetka, IL, United States
Base: $164,600 - 288,000 usd; bonus/equity: discre...
Wealth management for hnw and uhnw clients
Fiduciary duties and trust administration
Client relationship management
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 committed to assisting the communities it serves.

Matching Summary

The Senior Relationship Advisor role manages complex wealth management client relationships and delivers high quality fiduciary and administrative services.

Salary

Base: $164,600 - 288,000 USD; Bonus/Equity: Discretionary bonus program may include equity; Benefits: Comprehensive benefits 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
  • Financial planning and asset management
  • Risk management and compliance
  • Collaboration with professional advisors

Nice-to-have

  • Leadership and mentoring skills
  • Community and professional organization participation
  • Proactive client service and communication
  • Knowledge of regulatory and tax changes
  • Ability to explain complex concepts simply

Key Requirements

  • 12-15 years experience in trust or estate administration
  • Experience with ultra-high net worth clients preferred
  • JD, CFP, CPWA or related professional designations strongly desired
  • Ability to manage portfolios over a million or billion in AUM

Work Rights

Not specified

Tailored Resume

Cover Letter