Senior Relationship Advisor

About the Role

As a Sr. Relationship Advisor at Northern Trust, you will manage complex fiduciary and wealth management client relationships, delivering high-quality fiduciary services to sophisticated clients. You will lead client conversations focused on goals-driven wealth management, provide holistic advice, and ensure proactive and responsive client service. This role involves collaborating with internal teams, clients, and their professional advisors to understand client needs, manage fiduciary risks, and identify opportunities for relationship enhancement.

Responsibilities

• Manage an assigned account base of sophisticated wealth management clients, working closely with client service teams, clients, and their professional advisors.
• Lead client conversations focused on goals-driven wealth management and holistic advice, providing proactive guidance on Northern Trust products and services.
• Leverage extensive knowledge of Northern Trust resources, fiduciary standards, and practices to identify opportunities for relationship enhancement.
• Maintain proactive and responsive client service through effective written and verbal communication.
• Recognize fiduciary risk issues and apply sound judgment in compliance with internal policies, processes, and procedures.
• Cultivate relationships with referral sources and external professional advisors to build the business and identify new opportunities.
• Travel as appropriate to meet client service, revenue, and new business development needs.
• Teach and mentor less experienced partners, advise Relationship Advisors on fiduciary issues, and serve as a subject matter expert.
• Pursue continued development of fiduciary and advisory skills through ongoing training and experience.
• Be eligible to serve as Lead Relationship Manager for all relationship types.

Qualifications

• Extensive knowledge of fiduciary and financial products and services, typically acquired through significant related work experience managing complex client relationships.
• Demonstrated experience with fiduciary accounts, including technical knowledge of investments, tax, legal, and operational considerations.
• Deep understanding of fiduciary standards, principles, and applicable laws and regulations.
• Strong skills in leadership, problem solving, negotiation, delegation, sales, and organizational effectiveness.
• Ability to interpret internal and external business challenges and recommend best practices.
• College or university degree and/or equivalent professional experience required; JD or similar credential strongly preferred.
• Typically 12–15 years of experience as a relationship manager or attorney in trust administration, estate administration, estate planning, or related fields.

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.

Working with Us

As a Northern Trust partner, you will be part of a flexible and collaborative work culture with a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.

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.