Private Client UHNW Fiduciary Advisor

Northern Trust Corp.; Chicago (IL); Hybrid; USD 115,000 - 195,000; Full time

Job summary

Northern Trust Corp. in Chicago seeks a Relationship Advisor in Private Client Advisory to manage a complex HNW/UHNW client portfolio and deliver fiduciary and administrative services.

You will coordinate with clients and their professionals to implement advisory solutions and ensure exceptional service. You will lead fiduciary discussions, stay informed on regulatory/tax changes, and collaborate with internal teams to grow client relationships while mentoring teammates and upholding fiduciary

Qualifications

• Ten or more years in wealth management or fiduciary services with HNW/UHNW clients.
• Experience with trust administration, estate planning and related fiduciary duties.
• Strong knowledge of fiduciary standards and applicable laws.

Responsibilities

• Lead client conversations for life driven wealth management and provide advisory solutions.
• Collaborate with service teams to ensure timely delivery and issue resolution.
• Cultivate relationships with referral sources and external advisors.
• Mentor junior partners and lead fiduciary projects and committees.

Skills

Negotiating

Problem solving

Delegating

Leadership

Sales

Team leadership

Education

Juris Doctor (JD)

CFP/CPWA or related designation

Job description

Northern Trust Corp. in Chicago seeks a Relationship Advisor in Private Client Advisory to manage a complex HNW/UHNW client portfolio and deliver fiduciary and administrative services.

You will coordinate with clients and their professionals to implement advisory solutions and ensure exceptional service. You will lead fiduciary discussions, stay informed on regulatory/tax changes, and collaborate with internal teams to grow client relationships while mentoring teammates and upholding fiduciary