Associate Relationship Advisor, Wealth Management

Associate Relationship Advisor, Wealth Management

Apply for the Associate Relationship Advisor, Wealth Management role at Northern Trust
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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. 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.

This is an office‑based position. For the effective performance of this role, duties and responsibilities must be carried out onsite.

• Coordinates account management by ensuring prompt execution and follow‑up; responds to partner and client service requests; executes daily client activity; maintains written and verbal communication with clients; develops and maintains working knowledge of governing documents and account agreements.

• Focused client service with responsiveness, diplomacy and tact; proactive client contact through written and verbal communication; exhibits excellent time management skills.

• Maintains a working knowledge of various NT resources and utilizes knowledge, experience, and NT resources to identify opportunities for relationship enhancement; works collaboratively with internal partners and external advisors to identify client needs and solutions.

• Manages assigned account base of wealth‑management clients by working with clients and their advisors to develop a thorough understanding of their needs and goals; demonstrates knowledge of agency account agreements and governing documents.

• Examines advisory practice services/offerings (estate and financial planning), capital markets, banking products, asset management, and prudent investment principles.

• Develops knowledge of fiduciary duties, applicable laws (trust and tax), asset management and prudent investment principles; delivers goal‑driven wealth management and holistic advice.

• Assists service team partners with business development, including preparing and making client presentations; cultivates relationships with referral sources and centers of influence; identifies and develops new business opportunities.

• Seeks continued development of advisory skills through training and experience.

• Responsible for the creation and execution of the “Business Owner Development” strategy.

• Owns the creation and execution of the Client Advisory Board program.

• Identifies opportunities to improve client satisfaction through tools such as the Client Satisfaction Survey.

• Shares in the various office‑management responsibilities with other associates.

• High attention to detail and task orientation to ensure flawless execution on complex client relationships.
• High EQ required to communicate effectively with clients across broad personalities and to navigate across organizational boundaries.
• Strong project management and analytical skills.
• Ability to explain complex information clearly.
• Knowledge of fiduciary products and services (personal trusts, living trusts, wills, investment management, security custody, financial consulting, estate planning), including fee structures, documentation, policies and procedures.
• General business knowledge, including accounting, required to oversee client transactions.
• Developing knowledge of investments, advisory relationships, estate planning, financial planning, capital markets, banking and operations.

• College or university degree and/or relevant proven work experience with client relationships and wealth planning.
• Five years in wealth management industry preferred.
• Trust system computer skills preferred, as well as skills in PowerPoint, Word, and Excel.

$94,620 – $160,740 USD. Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid…