Sr. Relationship Advisor
$189.29k - $331.2kNorthern Trust
Wealth Management Relationship Manager
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 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, leadership and organizational skills.
Experience required includes college or university degree &/or relevant proven work experience, JD or similar credential strongly preferred, 12-15 years' experience as a relationship manager or attorney in trust administration, estate administration, estate planning, or related fields.
Salary range is $189,290 - 331,200 USD. Northern Trust provides a comprehensive benefits package including retirement benefits, health and welfare benefits, paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation: Northern Trust is committed to working with and providing reasonable accommodations to individuals with 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.
Northern Trust$189.29k - $331.2k
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