Experience with goals driven wealth management framework
Northern Trust Corporation is seeking a Senior Fiduciary Officer who will manage complex client relationships and provide fiduciary oversight, risk management, and advisory leadership. The ideal candidate should possess extensive experience in fiduciary services, strong relationship management skills, and an understanding of regulatory compliance
Job Summary
The Senior Fiduciary Officer serves as a senior relationship advisor delivering comprehensive fiduciary wealth management services to complex client relationships while providing regional fiduciary oversight.
This role requires demonstrating deep knowledge of governing documents, account agreements, and applicable laws to administer accounts prudently and resolve risk matters appropriately.
Candidates must have at least 10 years of experience as a lead relationship manager in trust administration, estate administration, or related fiduciary disciplines.
Matching Summary
Match Score: 85
Northern Trust Corporation is seeking a Senior Fiduciary Officer who will manage complex client relationships and provide fiduciary oversight, risk management, and advisory leadership. The ideal candidate should possess extensive experience in fiduciary services, strong relationship management skills, and an understanding of regulatory compliance.
Skills & Requirements
Must-have
10 years lead relationship manager experience
Deep knowledge of fiduciary duties and laws
Experience with Goals Driven Wealth Management framework
Ability to manage complex client relationships
Strong understanding of trust and tax law
Nice-to-have
Legal background or commensurate fiduciary experience
Proven skills in negotiation and problem resolution
Experience participating on fiduciary oversight committees
Ability to foster collaboration and employee development
Track record in business development efforts
Key Requirements
Minimum 10 years of experience as lead relationship manager
Substantial related experience in trust or estate administration
Formal education or relevant experience in investments, tax, and legal considerations