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Sr. Relationship Advisor

Northern Trust

Wealth Management Relationship Manager

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust is proud to guide the world's most successful individuals, families, corporations and institutions.

Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.

With more than 135 years of financial experience and over 24,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.

Major duties include managing assigned account base of sophisticated wealth management clients, leading client conversations for goals driven wealth management and holistic advice, maintaining extensive knowledge of various NT resources, focused client service with responsiveness, diplomacy and tact, building and maintaining extensive knowledge of NT fiduciary standards and practices, cultivating relationships with referral sources and external professional advisors, traveling to meet with clients where appropriate, teaching and mentoring less experienced partners, seeking continued development of fiduciary and advisory skills, using sophisticated analytical thought to exercise judgement and identify innovative solutions, and being eligible to serve as LRM for all relationships.

Knowledge required includes extensive knowledge of fiduciary and financial products and services, specific experience with fiduciary accounts and issues, technical knowledge of investments, tax, legal, and operations, extensive knowledge of fiduciary standards, principles, and applicable laws and regulations, skills in negotiating, problem solving, delegating, leadership, and sales, and leadership and organizational skills.

Experience required includes a college or university degree &/or relevant proven work experience, JD or similar credential strongly preferred, and 12-15 years' experience as a relationship manager or attorney in trust administration, estate administration, estate planning, or related fields.

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.

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has 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.

Philanthropy is deeply rooted in Northern Trust's history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

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 View email address on click.appcast.io, or alternatively you can discuss your individual requirements with the recruiter you are working with.

Northern Trust
Vacancy posted 2 days ago
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