Senior Relationship​/Trust Advisor, WM

Senior Relationship Advisor II, Wealth Management (OH)

This role manages complex wealth management high net worth (HNW) and ultra-high net worth (UHNW) client relationships and provides high‑quality fiduciary and administrative services.

• Assume primary responsibility for overall client satisfaction by collaborating with the service team, appropriate NT resources, and client professional advisers to ensure timely delivery of exceptional service.
• Manage the assigned account base of wealth‑management clients, working with the client‑service team, clients and their advisers to develop a thorough understanding of client needs and goals.
• Lead client conversations for life‑driven wealth management, providing proactive advice on NT’s products and services, emerging issues, regulatory and tax changes, and appropriate actions for the client.
• Explain complex concepts to clients in a thoughtful way using non‑technical terminology and offer advisory solutions.
• Maintain a working knowledge of NT resources and leverage fiduciary knowledge, experience, and NT resources to identify opportunities for relationship enhancement.
• Deliver proactive client service with responsiveness, diplomacy and tact, using written and verbal communication at suitable frequency.
• Build and maintain knowledge of NT fiduciary standards and practices, applying fiduciary judgment to client relationships.
• Recognize fiduciary risk issues and seek appropriate resolution.
• Cultivate relationships with referral sources and external professional advisers to build business; identify and develop new business opportunities.
• Participate in community and professional organizations representing NT, and identify opportunities to showcase NT expertise and thought leadership.
• Travel to meet with clients where appropriate, considering revenue, new business opportunities or servicing requirements.
• Teach and mentor less experienced partners, providing leadership on fiduciary projects and committees.
• Work collaboratively with internal partners and external advisers in identifying client needs and goals and developing advice‑driven solutions for clients.
• Implement complex initiatives involving multiple disciplines and/or ambiguous issues.

• 12–15 years’ experience as a relationship manager in trust administration, estate administration, estate planning, or related fields.
• Experience working with high net‑worth (HNW) and ultra‑high net‑worth (UHNW) clients preferred.
• Ability to manage a complex portfolio of over one million and/or one billion in assets under management.
• Knowledge of fiduciary and financial products and services.
• Technical knowledge of investments, tax, legal and operations.
• Knowledge of fiduciary standards, principles and applicable laws and regulations.
• Strong skills in negotiating, problem solving, delegating, leadership and sales.
• Professional designations desirable: JD, CFP, CPWA or other related credentials.
• Leadership and organizational skills to determine business‑unit goals, allocate resources, and develop staff skills.

Applicants must be authorized to work in the United States without the need for employment‑based visa sponsorship now or in the future. Northern Trust will not sponsor U.S. work‑visa status for this opportunity.

Northern Trust is an equal‑opportunity employer. All employment decisions are made without regard to the protected characteristics of race, color, religion, national origin, sex, marital status, sexual orientation, disability, age, or any other characteristic protected by law.