Senior Relationship Advisor

About the role

As a Senior Relationship Advisor, you will work closely with high-net-worth and ultra-high-net-worth clients on some of the most important financial and personal decisions. You will build long-term relationships, deliver personalized advice, and collaborate within a team-based model that brings together deep expertise across disciplines. At Northern Trust, our fiduciary mindset shapes how we work—focusing on long-term outcomes and helping clients move forward with confidence.

Responsibilities

• Manage and deepen client relationships by serving as a trusted advisor for a portfolio of sophisticated wealth management clients, developing a deep understanding of each client’s goals, priorities, and family dynamics.
• Guide clients through complex decisions by leading conversations and translating complex wealth planning topics into clear, practical advice to help clients make informed decisions.
• Use fiduciary expertise to guide decisions, identify risk, and ensure clients are supported with care, integrity, and precision.
• Bring together the right expertise by partnering across trust, tax, estate, investment, and planning disciplines to deliver integrated solutions within a coordinated team.
• Contribute to the broader team by supporting colleagues and helping shape solutions in complex situations.

Requirements

• A College or University degree is required or preferred.
• 12–15 years of industry experience in trust administration, estate administration, estate planning, or a related field, ideally with high-net-worth and ultra-high-net-worth clients.
• Strong track record of managing complex client relationships and navigating sophisticated investment, tax, legal, and operational matters.
• Solid foundation in fiduciary and financial products and services, along with knowledge of the laws, regulations, and standards that support strong client outcomes.
• Excellent communication and relationship-building skills, plus strengths in problem-solving, leadership, and business development.

Work Authorization

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity.

Benefits

• Flexible and collaborative work culture with a strong history of financial strength and stability.
• Opportunities for movement within the organization, with accessible senior leaders.
• Commitment to an inclusive workplace and assisting the communities we serve.
• Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture, with employees giving their time and talent to work for the greater good of their communities.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com or discuss your individual requirements with the recruiter you are working with.