Northern Trust is seeking a Senior Relationship Advisor to manage complex wealth management relationships and deliver high-quality fiduciary and administrative services.
Requirements
- 12-15 years' experience as a relationship manager in trust administration, estate administration, estate planning, or related fields
- Experience working with high net worth (HNW) and ultra-high net worth (UHNW) clients
- Ability to manage a complex portfolio of over $1 million and/or $1 billion in account under management (AUM)
- Knowledge of fiduciary and financial products and services
- Technical knowledge of investments, tax, legal, and operations
- Knowledge of fiduciary standards, principles, and applicable laws and regulations
- Skills in negotiating, problem solving, delegating, leadership, and sales
Benefits
- Comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits