Northern Trust

Financial Services

SeniorRelationshipAdvisor

$135–195k ~AI est. Wilmington, Delaware, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Senior candidates.

The Brief

“Senior Relationship Advisor at Northern Trust. Skills: Fiduciary services, Wealth management, Client relationships. Manage client relationships. Deliver fiduciary services”

Industry & Context.

Financial Services
Problems you'll solve

Problem solving

Eligibility Requirements

Travel as appropriate

What They're Looking For.

Must Have

12-15 years experience, JD or similar credential

Nice to Have

College or university degree

What You'll Do.

Manage client relationships

Deliver fiduciary services

Resolve client issues

Communicate client needs

Coordinate with advisors

Implement advisory solutions

Manage fiduciary relationships

Consider fiduciary duties

Consider client objectives

Consider internal procedures

Support fiduciary matters

Serve as Fiduciary Specialist

Understand client needs

Understand client goals

Maintain mastery of governing documents

Maintain mastery of fiduciary duties

Maintain mastery of applicable laws

Lead client conversations

Provide proactive guidance

Translate complex concepts

Identify opportunities

Deliver fiduciary service

Maintain client service

Exercise time management

Recognize fiduciary risk issues

Support risk management

Cultivate referral relationships

Cultivate external advisor relationships

Identify new opportunities

Represent Northern Trust

Participate in organizations

Advise Relationship Advisors

Serve as subject matter expert

Pursue skill development

Apply analytical thought

Identify innovative solutions

Serve as Lead Relationship Manager

How You'll Work.

Team & Collaboration

Client service teams; Professional advisors

Communication Scope

Verbal communication; Written 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. At Northern Trust, the Sr. Relationship Advisor manages complex fiduciary and wealth management client relationships and delivers high-quality fiduciary services for sophisticated clients. As a senior member of the service team, this role assumes primary responsibility for overall client satisfaction by collaborating with partners and utilizing appropriate Northern Trust resources to ensure timely delivery of fiduciary services, effective issue resolution, and clear communication of client needs. The Sr. Relationship Advisor coordinates with clients’ professional advisors to identify and implement advisory solutions, manages complex fiduciary relationships with sound judgment, and considers fiduciary duties, client objectives, and internal procedures. The role also supports Relationship Advisors on fiduciary matters, including serving as Fiduciary Specialist background on fiduciary accounts not directly assigned. ## What You’ll Do * Manage an assigned account base of sophisticated wealth management clients by working closely with client service teams, clients, and their professional advisors to develop a thorough understanding of client needs and goals, while maintaining mastery of governing documents, fiduciary duties, and applicable laws. * Lead client conversations focused on goals-driven wealth management and holistic advice, providing proactive guidance on Northern Trust products and serv

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