Northern Trust

Financial Services

SeniorRelationshipAdvisorII

$145–215k ~AI est. Miami, Florida, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Senior candidates.

The Brief

“Senior Relationship Advisor II 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; Analytical thought

Eligibility Requirements

Travel as appropriate

What They're Looking For.

Must Have

12–15 years of experience, JD or similar credential

Nice to Have

College or university degree

What You'll Do.

Manage client relationships

Deliver fiduciary services

Collaborate with partners

Understand client needs

Understand client goals

Master governing documents

Master fiduciary duties

Master applicable laws

Lead client conversations

Provide proactive guidance

Translate complex concepts

Identify opportunities

Deliver fiduciary service

Maintain client service

Recognize fiduciary risk

Support risk management

Cultivate referral relationships

Identify new opportunities

Represent Northern Trust

Advise on fiduciary issues

Serve as subject expert

Pursue skill development

Apply analytical thought

Identify innovative solutions

Serve as Lead Manager

How You'll Work.

Team & Collaboration

Client service teams; Professional advisors

Communication Scope

Verbal communication; Written communication; Client-friendly language

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. ## Overview 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 produ

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