Senior Relationship Advisor
Core
Manage complex fiduciary and wealth management client relationships, delivering high-quality services and holistic advice to sophisticated individuals, families, and corporations.
Role type
Senior IC relationship advisor (fiduciary/wealth management)
Builds
Client trust, fiduciary service delivery, and business growth through professional advisor networks
Domain
Wealth management / Fiduciary services / Trust administration
Deliverable
client delivery
Required skills
fiduciary standards mastery, complex client relationship management, investment/tax/legal knowledge, regulatory compliance, leadership, negotiation, sales, problem solving
Preferred skills
JD or similar legal credential, experience in estate planning or trust administration
Technologies
Northern Trust products and services
Responsibilities
Manage assigned account base of sophisticated clients, lead goals-driven wealth management conversations, identify opportunities for relationship enhancement, cultivate relationships with external professional advisors, teach and mentor less experienced partners, serve as subject matter expert on complex fiduciary issues
Seniority
Senior, hands-on IC with mentorship responsibilities