Northern Trust is a globally recognized, award-winning financial institution with over 130 years of financial experience serving sophisticated clients
Job Summary
Northern Trust is a globally recognized, award-winning financial institution with over 130 years of financial experience serving sophisticated clients.
The Senior Relationship Advisor manages complex portfolios, provides proactive advice, and collaborates with internal and external partners to deliver exceptional fiduciary services.
Northern Trust offers a comprehensive benefits package including retirement, health, paid time off, and a discretionary bonus program with potential equity components.
Matching Summary
Northern Trust is a globally recognized, award-winning financial institution with over 130 years of financial experience serving sophisticated clients.
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, and insurance
Skills & Requirements
Must-have
Wealth management client relationship management
Fiduciary duties and trust administration
Proactive client service and communication
Knowledge of estate planning and tax law
Collaboration with professional advisors
Leadership and mentoring skills
Nice-to-have
Experience with ultra-high net worth clients
Community and professional organization participation
Ability to explain complex concepts simply
Flexibility and collaborative work culture
Discretionary bonus and equity program
Key Requirements
12 - 15 years relationship management experience
Experience with trust and estate administration
Knowledge of fiduciary standards and applicable laws
JD, CFP, CPWA or related professional designations preferred
Ability to manage portfolios over a billion in AUM