Relationship​/Trust Advisor, Wealth Management

Relationship Advisor, Wealth Management

As a Relationship Advisor within Northern Trust’s Wealth Advisory team, you will lead client conversations for high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals. Your primary responsibilities include managing complex client relationships, delivering fiduciary and administrative services, and collaborating with service teams and professional advisors to implement advisory solutions.

• Maintain overall client satisfaction by coordinating with internal specialists and external advisors.
• Manage a portfolio of HNW/UHNW clients, leveraging knowledge of fiduciary duties, trust and tax law, estate planning, asset management, and prudent investment principles.
• Provide proactive advice on product offerings, regulatory and tax changes, and appropriate actions for clients.
• Explain complex concepts clearly in non‑technical language.
• Recognize fiduciary risk issues and pursue appropriate resolution.
• Develop relationships with referral sources and external professionals to grow the business.
• Participate in community and professional organizations and lead fiduciary projects or committees.
• Mentor less experienced partners and provide leadership across fiduciary initiatives.

• 7–10 years’ experience in relationship management, trust administration, estate administration, or estate planning with HNW/UHNW clients preferred.
• Experience managing portfolios exceeding $1million or $1billion in AUM.
• Strong knowledge of fiduciary standards, legal, tax, investment, and operational issues.
• Excellent negotiating, problem‑solving, and sales skills.
• Leadership and organizational skills to set business unit goals and develop staff.
• JD, CFP, CPWA, or other professional designations are strongly desired.

Salary Range: $114,500 – $194,700 USD (base pay)

• 401(k) and pension plans
• Health, dental, vision, and disability insurance
• Medical and dental spending accounts
• Paid time off, parental and caregiver leave
• Life & accident insurance
• Discretionary bonus program (including equity component)
• Other voluntary and wellbeing benefits

Northern Trust is committed to providing equal employment opportunities to all employees and applicants. The company does not discriminate on the basis of race, color, religion, national origin, sex, age, disability, or any other characteristic protected under federal, state, or local law.

Applicants are required to comply with all applicable laws and regulations related to employment and employment discrimination, including the Americans with Disabilities Act and Title VII of the Civil Rights Act.