Relationship Advisor
Core
Manages a portfolio of wealth management clients, delivering high-quality fiduciary services and acting as a trusted advisor for trust and estate accounts.
Role type
Senior IC Relationship Advisor (Fiduciary Services)
Builds
Holistic advisory solutions and fiduciary support for sophisticated individuals, families, and institutions
Domain
Wealth Management / Fiduciary Services / Trust & Estate Administration
Deliverable
client delivery
Required skills
fiduciary judgment, trust and tax law expertise, estate planning knowledge, investment principles, regulatory compliance, business development, mentorship
Preferred skills
LRM eligibility in PCA/PCS, travel for client meetings
Technologies
Northern Trust internal fiduciary resources
Responsibilities
Manage assigned relationships and background fiduciary accounts, lead client conversations on goals-based wealth management, provide proactive guidance on products and regulatory changes, cultivate business development with referral sources, mentor junior partners, analyze inputs to determine appropriate client solutions
Seniority
Senior, hands-on IC