Sr Relationship Advisor

Sr Relationship Advisor

The Sr Relationship Advisor manages fiduciary and agency client relationships, serving as the fiduciary specialist responsible for overall client satisfaction. This role partners with internal teams and utilizes Northern Trust (NT) resources to deliver high-quality service, resolve issues, communicate client needs, and develop advisory relationships. The Trust Advisor also supports fiduciary accounts not directly assigned to a primary advisor.

Key Responsibilities

• Manage a portfolio of wealth management clients by developing a thorough understanding of client needs, goals, and governing documents. Apply fiduciary expertise, including relevant trust, tax, estate planning, financial planning, and investment principles.
• Provide holistic, goals-based advice and proactively guide clients on products, services, regulatory changes, and appropriate actions. Translate complex concepts into clear, client-friendly communication.
• Deliver responsive, high-quality client service, maintaining proactive communication and strong relationship management with professionalism, diplomacy, and sound judgment.
• Leverage NT resources and cross-functional partnerships to enhance client relationships, identify opportunities, and provide advice-driven solutions.
• Apply fiduciary standards, policies, and procedures to ensure prudent risk management. Identify and escalate fiduciary risks as appropriate.
• Develop new business by cultivating relationships with referral sources and centers of influence. Represent NT in community and professional organizations.
• Mentor and support less experienced partners and serve as a fiduciary resource for Relationship Advisors.
• Travel to meet with clients as needed based on servicing requirements and business opportunities.
• Pursue ongoing professional development to strengthen fiduciary and advisory expertise.
• Exercise sound judgment in decision-making based on analysis of multiple information sources.
• Eligible to serve as Lead Relationship Manager in Private Client Advisory and Private Client Services.

Qualifications

• Strong knowledge of fiduciary principles, financial products, and applicable laws and regulations
• Technical expertise in investments, tax, legal, and operational areas
• Ability to communicate complex or sensitive information clearly and build consensus
• Demonstrated skills in relationship management, problem solving, negotiation, and business development

Experience

• Bachelor's degree or equivalent relevant experience
• 710 years of experience in fiduciary services, including personal trust, estate administration, or related fields

Preferred

• Progress toward or attainment of professional designations such as CFP, CTFA, JD, MBA, or similar

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 (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

Working with Us

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.

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