Sr. Relationship Advisor

Responsibilities

• Manage an assigned base of sophisticated wealth management clients by providing holistic advice and fiduciary oversight.
• Lead client conversations regarding goals-driven wealth management, estate planning, and asset management.
• Provide proactive advice on products, services, regulatory changes, and tax implications.
• Cultivate relationships with referral sources and external professional advisors to drive new business opportunities.
• Mentor less experienced partners and serve as a subject matter expert on complex fiduciary relationships.
• Ensure compliance with internal policies and fiduciary standards to manage risk effectively.

Requirements

• College or university degree required.
• 12-15 years of experience as a relationship manager or attorney in trust administration, estate administration, or estate planning.
• Extensive knowledge of fiduciary standards, principles, and applicable laws and regulations.
• Expertise in tax and investment principles, including estate planning techniques and asset management.
• Strong skills in negotiation, problem-solving, leadership, and client relationship management.

Preferred Qualifications

• JD or similar legal credential strongly preferred.

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 company and a 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 through our enduring principles of service, expertise, and integrity.