Northern Trust
Financial Services
FiduciarySpecialist,Foundations&InstitutionalAdvisors
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Fiduciary Specialist, Foundations & Institutional Advisors at Northern Trust. Skills: Fiduciary servicing, Client relationships, Institutional clients. Manage fiduciary relationships. Deliver fiduciary services”
Industry & Context.
Problem solving
Travel as appropriate
What They're Looking For.
Must Have
College or university degree, Relevant proven work experience, 7-10 years fiduciary servicing, 7-10 years related fields
Nice to Have
Ample experience foundations, Ample experience charitable entities, Ample experience institutional trusts, JD preferred
What You'll Do.
Manage fiduciary relationships
Deliver fiduciary services
Understand client needs
Understand client goals
Understand governing documents
Understand account agreements
Provide proactive advice
Develop advice-driven solutions
Explain complicated concepts
Maintain working knowledge
Utilize fiduciary knowledge
Enhance client relationships
Provide client service
Apply fiduciary knowledge
Apply fiduciary judgment
Comply with processes
Comply with procedures
Recognize risk issues
Seek issue resolution
Advise Client Advisors
Deliver training programs
Travel to meet clients
Seek continued development
How You'll Work.
Team & Collaboration
Client Advisor team; Other fiduciary specialists
Communication Scope
Written communication; Verbal communication
Full Job Description
**_About Northern Trust:_** Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. **Job Summary** The Fiduciary Specialist in Wealth Management Foundation & Institutional Advisors (WM FIA) manages fiduciary and agency client relationships and delivers high quality fiduciary services. Partner assumes primary responsibility for overall client satisfaction as the Fiduciary Specialist by collaborating with the Client Advisor team and utilizing appropriate Northern Trust (NT) resources to ensure timely delivery of high quality fiduciary service, issue resolution, onboarding assistance, effective communication of client needs to partners, development of advisory relationship with client, training needs, and ad hoc risk related projects. Partner helps manage fiduciary relationships, considering fiduciary duties, client needs and internal procedures, as well as serving as Fiduciary Specialist in the background for fiduciary accounts not assigned to a Fiduciary Specialist. **Duties and Responsibilities** * Manages assigned account base of WM FIA clients by working with clients and their professional advisors to develop a thorough understanding of the client’s needs and goals. Exhibits knowledge of governing documents and account agreements. Exhibits clear knowledge of fiduciary duties and applicable laws and oversight. * Provides proactive advice to clients on NT’s products/services, emerging issues, regulatory/tax changes, and appropriate actions for the client. Combines technical
Applying for this Fiduciary Specialist, Foundations & Institutional Advisors role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about Northern Trust?
Real rants from real employees. Read before you apply.