Sr. Relationship Advisor

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions. Since 1889, we have aligned our efforts with our three guiding Principles That Endure:
Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

The Sr Relationship Advisor is a senior client-facing professional responsible for managing sophisticated wealth management relationships and serving as a trusted advisor to clients and their families. The role has primary responsibility for developing a deep understanding of each client’s goals, circumstances, and governing documents and coordinating the resources of Northern Trust to deliver integrated, advice-driven solutions. The Senior Relationship Advisor assumes responsibility for overall client satisfaction, partnering closely with investment, banking, wealth planning, fiduciary, and other specialists to provide exceptional service, resolve issues, anticipate client needs, and deepen relationships.

The position also plays an important role in developing new business, cultivating centers of influence, and mentoring less experienced colleagues.

• Manage a portfolio of sophisticated wealth management relationships, developing a comprehensive understanding of clients’ financial circumstances, family dynamics, goals, and priorities.
• Serve as a primary point of contact and trusted advisor, coordinating the broader client service team and Northern Trust resources.
• Deliver proactive, responsive service with sound judgment, diplomacy, and professionalism.
• Build strong relationships with clients’ attorneys, accountants, family office professionals, and other external advisors.
• Translate complex financial, fiduciary, tax, investment, and planning concepts into clear, understandable client conversations.
• Lead holistic, goals-based wealth management conversations.
• Maintain strong knowledge of wealth planning, estate and financial planning, investments, banking, capital markets, and fiduciary matters.
• Understand governing documents, account agreements, fiduciary responsibilities, and applicable trust and tax considerations.
• Apply established fiduciary standards, policies, and processes in overseeing client relationships.
• Recognize potential fiduciary and relationship risks and engage appropriate internal resources to resolve issues.
• Identify opportunities to deepen existing relationships and introduce Northern Trust capabilities.
• Develop new business through relationships with prospects, referral sources, professional advisors, and centers of influence.
• Represent Northern Trust in appropriate professional and community organizations and help showcase the firm's expertise and thought leadership.

• Bachelor’s degree or equivalent relevant professional experience.
• 10+ years of experience in wealth management, relationship management, personal trust, estate administration, estate planning, investment management, or related disciplines.
• Experience in working with ultra-high net worth (UHNW) clients is preferred.
• Strong knowledge of fiduciary principles, financial products, and applicable laws and regulations.
• Working technical knowledge across investments, tax, legal, fiduciary, and operational…