Senior Relationship/Trust Advisor, WM

Northern Trust is a globally recognized, award-winning financial institution seeking a Senior Relationship/Trust Advisor to manage complex wealth management high net worth and ultra-high net worth client relationships.

Requirements

• 12-15 years of experience as a relationship manager in trust administration, estate administration, estate planning, or related fields
• Experience working with high net worth and ultra-high net worth clients
• Ability to manage a complex portfolio of over a million and/or 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
• JD, CFP, CPWA, or other related professional designations

Benefits

• 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
• Voluntary and well-being benefits