Senior Services Counselor

About Northern Trust As 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.

SENIOR RELATIONSHIP/TRUST ADVISOR Job Description Summary The Senior Relationship /Trust Advisor manages complex fiduciary relationships and is responsible for collaborating with the regional Northern Trust service teams and utilizing appropriate NT resources to ensure timely delivery of high-quality fiduciary service. Job Description Major Duties Manages assigned account base of sophisticated fiduciary relationships through the day-to-day administration of their Delaware trusts by working with client service team, clients, and their professional advisors to develop a thorough understanding of the client's needs and goals. Exhibits thorough knowledge of governing trust documents and account agreements. Exhibits mastery of fiduciary duties, applicable laws and oversight, including trust and tax law, estate planning techniques, financial planning, asset management and prudent investment principles

Combines technical knowledge with fact finding and analysis to develop advice-driven solutions for clients as pertains to their Delaware trusts. 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

Advises less experienced Relationship/Trust Advisors on fiduciary issues and serves as subject matter expert to them. Provides leadership on fiduciary projects and committees

Seeks continued development of fiduciary and advisory skills through training and experience

Knowledge Extensive knowledge of fiduciary and financial products and services, usually acquired through related work experience, is required

Specific experience with fiduciary accounts and issues required to service complex fiduciary relationships. Technical knowledge of investments, tax, legal, and operations usually acquired through formal education or related experience is required

Extensive knowledge of fiduciary standards, principles, and applicable laws and regulations usually acquired through training, seminars, or law school is required.

Experience College or university degree &/or relevant proven work experience required. 12-15 years' experience as a trust advisor/officer or attorney in trust administration, estate administration, estate planning, or related fields.

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.

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.