Senior Relationship Advisor
Core
Manages a portfolio of wealth management clients, delivering high-quality fiduciary services, resolving issues, and acting as a trusted advisor for both assigned relationships and fiduciary accounts without a designated lead.
Role type
Senior Relationship Advisor (Fiduciary Services)
Builds
Fiduciary support, holistic advisory solutions, and client satisfaction for sophisticated individuals, families, corporations, and institutions.
Domain
Wealth Management / Fiduciary Services
Deliverable
client delivery
Required skills
fiduciary judgment, trust and tax law expertise, estate planning knowledge, investment principles, relationship management, business development, mentoring, risk management, compliance
Preferred skills
LRM eligibility in Private Client Advisory and Private Client Services
Technologies
Northern Trust internal fiduciary resources
Responsibilities
Manage client portfolios and develop deep understanding of client needs; Lead conversations on goals-based wealth management; Provide proactive guidance on products and regulatory changes; Cultivate business development through referral sources; Mentor junior partners on fiduciary matters; Travel to meet with clients when appropriate.
Seniority
Senior, hands-on IC