Senior Fiduciary Officer

Responsibilities

• Manage an assigned base of wealth management clients by developing a deep understanding of their specific needs and goals.
• Provide proactive fiduciary advice regarding products, services, regulatory changes, and tax implications.
• Lead client conversations using "Goals Driven Wealth Management" to develop advice-driven solutions.
• Apply extensive knowledge of governing documents, trust and tax law, estate planning, and prudent investment principles.
• Participate in fiduciary oversight committees, including account acceptance and discretionary actions.
• Cultivate relationships with referral sources and centers of influence to drive business development.
• Ensure compliance with internal policies and procedures to manage fiduciary risk effectively.

Requirements

• Minimum of 10 years of experience as a lead relationship manager in trust administration, estate administration, estate planning, or related fields.
• Thorough knowledge of fiduciary standards, principles, and applicable laws and regulations.
• Technical expertise in investments, tax, legal, and operations.
• Proven skills in negotiation, problem resolution, delegation, and leadership.
• Strong organizational skills to determine business unit goals and resource allocation.

Preferred Qualifications

• Legal background or commensurate professional experience.

Benefits

• Comprehensive retirement benefits including 401k and pension.
• Health and welfare benefits including medical, dental, vision, and disability coverage.
• Paid time off, parental leave, and caregiver leave.
• Life and accident insurance along with various well-being benefits.
• Discretionary bonus program which may include an equity component.

About the Company

Northern Trust is a Fortune 500, globally recognized financial institution that has been in continuous operation since 1889. We provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions, guided by our enduring principles of service, expertise, and integrity.