Fiduciary Advisor - Foundations & Institutional Clients

Northern Trust Corp; Chicago (IL); Hybrid; USD 114,500 - 194,700; Full time

Benefits offered by this job

401k and pension

Health and welfare benefits

Discretionary bonus program

Paid time off

Job summary

Northern Trust Corp seeks a Fiduciary Specialist to manage fiduciary relationships and provide advisory services to institutional clients.

With a focus on client satisfaction, the role involves providing proactive advice and ensuring compliance with fiduciary standards.

The ideal candidate should have 7-10 years of experience in fiduciary servicing and a relevant degree, preferably a JD.

Qualifications

• 7-10 years' experience in fiduciary servicing or related fields.
• Experience with foundations and charitable entities/institutional trusts strongly preferred.

Responsibilities

• Manage fiduciary and agency client relationships.
• Provide proactive advice on NT's products and services.
• Conduct training programs for less experienced partners.
• Identify opportunities for relationship enhancement.

Skills

Knowledge of fiduciary and financial products

Technical knowledge of investments

Negotiating and problem-solving skills

Ability to explain difficult information

Education

College or university degree

JD preferred

Job description

Northern Trust Corp seeks a Fiduciary Specialist to manage fiduciary relationships and provide advisory services to institutional clients.

With a focus on client satisfaction, the role involves providing proactive advice and ensuring compliance with fiduciary standards.

The ideal candidate should have 7-10 years of experience in fiduciary servicing and a relevant degree, preferably a JD.