Sr. Relationship Advisor

Wealth Management Relationship Manager

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.

Major Duties :

• Manages assigned account base of sophisticated wealth management clients by working with client service team, clients and their professional advisors to develop a thorough understanding of the client's needs and goals.
• Primarily responsible for leading client conversations for goals driven wealth management and holistic advice.
• Maintains extensive knowledge of various NT resources and utilizes fiduciary knowledge, experience, and NT resources to identify opportunities for relationship enhancement.
• Focused client service with responsiveness, diplomacy and tact; proactive client contact through written and verbal communication with suitable frequency.
• Builds and maintains extensive knowledge of NT fiduciary standards and practices, applying fiduciary knowledge and judgment to complex fiduciary relationships.
• Cultivates relationships with referral sources and external professional advisors to build the business; identifies and develops new business opportunities.
• Travels to meet with clients where appropriate considering revenue, new business opportunities, or servicing requirements.
• Teaches and mentors less experienced partners. Advises Relationship Advisors on fiduciary issues and serves as subject matter expert on fiduciary relationships managed by Relationship Advisors.
• Seeks continued development of fiduciary and advisory skills through training and experience.
• Uses sophisticated analytical thought to exercise judgement and identify innovative solutions.
• Eligible to serve as LRM for all relationships.

Knowledge :

Experience :

Salary Range :

$189,290 - 331,200 USD

Working with Us :

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.

We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today.

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.