Senior Services Counselor

About Northern TrustAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) 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. R155680The Senior Relationship Advisor role manages complex wealth management high net worth (HNW) and ultra-high net worth (UHNW) client relationships and delivers high-quality fiduciary and administrative services. Manages assigned account base of wealth management clients by working with client service team, clients and their professional advisors to develop a thorough understanding of the client’s needs and goals. Exhibits clear knowledge of governing documents and account agreements, depth of knowledge of fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, financial planning, asset management and prudent investment principles. Pursues ongoing development of fiduciary and advisory knowledge and skills through training and experience.Primarily responsible for leading client conversations for life driven wealth management, providing proactive advice to clients on NT’s products/services, emerging issues, regulatory/tax changes, and appropriate actions for the client. Understands and complies with internal policies, processes and procedures to effect prudent risk management and judgment. Recognizes fiduciary risk issues and seeks appropriate resolution.Participates in community and professional organizations representing NT. Travels to meet with clients where appropriate considering revenue, new business opportunities, or servicing requirements.Provides leadership on fiduciary projects and committees. 12 - 15 years’ experience as a relationship manager in trust administration, estate administration, estate planning, or related fields.Due to the complexity of this portfolio, experience in working with high net worth (HNW) and ultra-high net worth (UHNW) clients is preferred.The ability to manage a complex portfolio of over a million and/or billion in account under management (AUM).Knowledge of fiduciary and financial products and services, usually acquired through related work experience, needed to manage client accounts.Technical knowledge of investments, tax, legal, and operations usually acquired through formal education or related experience.Knowledge of fiduciary standards, principles, and applicable laws and regulations usually acquired through training, seminars, or law school.Leadership and organizational skills are required to determine the Business Unit's goals, resources needed, and to assess and develop the skills of staff.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 UsAs 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. Employees around the world give their time and talent to work for the greater good of their communities. Reasonable AccommodationNorthern 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: Grand Rapids, MIType: Full time