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, retention, and revenue growth through fiduciary services and advisory solutions
Domain
Wealth management / Fiduciary services / Trust and estate administration
Deliverable
client delivery
Required skills
fiduciary standards mastery, complex client relationship management, regulatory and tax knowledge, leadership, negotiation, problem solving, sales, time management, diplomacy
Preferred skills
JD or similar legal credential, experience in trust/estate 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; Recognize and mitigate fiduciary risk issues; Cultivate relationships with referral sources and external advisors; Teach and mentor less experienced partners; Serve as subject matter expert on complex fiduciary relationships
Seniority
Senior, hands-on IC with mentorship responsibilities