Relationship Advisor

Northern Trust; Phoenix (AZ); On-site; USD 90,000 - 120,000; Full time

Job summary

Northern Trust is seeking a Wealth Management Client Manager in Phoenix, Arizona. In this role, you will manage an assigned account base of clients, providing holistic financial advice and maintaining high fiduciary standards.

Candidates must have a college degree and 7-10 years of relevant experience. The ideal candidate will possess excellent negotiating, leadership, and problem-solving skills, ensuring clients receive exceptional service in a flexible and collaborative environment.

Qualifications

• 7-10 years of experience in fiduciary servicing, personal trust or estate administration.
• Technical knowledge of investments, tax, legal, and operations.
• Understanding of fiduciary standards and applicable laws.

Responsibilities

• Manage assigned account base of wealth management clients.
• Guide client conversations for goals-driven wealth management.
• Teach and mentor less experienced partners.

Skills

Negotiating skills

Problem solving

Leadership

Sales

Education

College or university degree

Job description

Wealth Management Client Manager

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust 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.

Major duties include managing assigned account base of wealth management clients, guiding client conversations for goals driven wealth management and holistic advice, maintaining a working knowledge of various NT resources, providing focused client service with responsiveness, diplomacy and tact, building and maintaining knowledge of NT fiduciary standards and practices, cultivating relationships with referral sources and centers of influence, teaching and mentoring less experienced partners, traveling to meet with clients where appropriate, seeking continued development of fiduciary and advisory skills, and exercising judgment based on the analysis of multiple sources of information.

Knowledge required includes fiduciary and financial products and services, technical knowledge of investments, tax, legal, and operations, knowledge of fiduciary standards, principles, and applicable laws and regulations, skills in negotiating, problem solving, delegating, leadership, and sales, and ability to explain difficult or sensitive information and work to build consensus.

Experience required includes college or university degree &/or relevant proven work experience and 7-10 years' experience in fiduciary servicing, in personal trust, estate administration or related fields.

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

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.

Philanthropy is deeply rooted in Northern Trust's history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [e-mail], or alternatively you can discuss your individual requirements with the recruiter you are working with.