Relationship Advisor

027 Northern Trust Bk of Delaware; Wilmington (DE); In loco; USD 150.000 - 190.000; Tempo pieno

Descrizione del lavoro

Northern Trust is a global financial services firm seeking an experienced fiduciary servicing professional in the United States. The role focuses on managing a wealth management client base, delivering holistic advice, and expanding trusted relationships through fiduciary excellence.

The position requires 7+ years in fiduciary servicing, strong knowledge of legal and tax frameworks, and the ability to translate complex concepts for clients. Travel and collaboration across NT teams are expected.

Competenze

• Knowledge of 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.
• Ability to explain difficult or sensitive information; ability to work to build consensus.

Mansioni

• Manages assigned account base of wealth management clients by understanding client needs, goals, and fiduciary requirements.
• Guides client conversations for goals-driven wealth management and holistic advice; provides proactive advice on NT products and regulations.
• Maintains knowledge of NT resources and fiduciary standards to identify opportunities for relationship enhancement.
• Exhibits timely, professional client service and clear communication; manages time effectively.
• Cultivates relationships with referral sources and centers of influence to grow business; represents NT externally.
• Teaches and mentors less experienced partners and advises Relationship Advisors on fiduciary issues.

Conoscenze

Fiduciary knowledge

Negotiation skills

Problem solving

Leadership

Sales skills

Communication

Relationship management

Formazione

College degree

Descrizione del lavoro

About Northern Trust 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.

Major Duties

1. 1. Manages assigned account base of wealth management clients by working with clients and their professional advisors to develop a thorough understanding of the client’s needs and goals. Exhibits knowledge of governing documents and account agreements. Exhibits clear knowledge of fiduciary duties, applicable laws and oversight, including trust and tax law, estate planning techniques, financial planning, asset management and prudent investment principles.
2. 2. Guides client conversations for goals driven wealth management and holistic advice. Provides proactive advice to clients on NT’s products/services, emerging issues, regulatory/tax changes, and appropriate actions for the client. Combines technical knowledge with fact finding and analysis to develop advice-driven solutions for clients. Explains complicated concepts to clients in a thoughtful way using non-technical terminology.
3. 3. Maintains a working knowledge of various NT resources and utilizes fiduciary knowledge, experience, and NT resources to identify opportunities for relationship enhancement.
4. 4. Focused client service with responsiveness, diplomacy and tact; proactive client contact through written and verbal communication with suitable frequency. Exhibits excellent time management skills.
5. 5. Builds and maintains knowledge of NT fiduciary standards and practices, applying fiduciary knowledge and judgment to fiduciary relationships. Understands and complies with internal policies, processes and procedures to effect prudent risk management and judgment. Recognizes fiduciary risk issues and seeks appropriate resolution.
6. 6. Cultivates relationships with referral sources and centers of influence to build the business; identifies and develops new business opportunities. Participates in community and professional organizations representing NT.
7. 7. Teaches and mentors less experienced partners. Advises Relationship Advisors on fiduciary issues and serves as a fiduciary resource on relationships managed by Relationship Advisors.
8. 8. Travels to meet with clients where appropriate considering revenue, new business opportunities, or servicing requirements.
9. 9. Seeks continued development of fiduciary and advisory skills through training and experience.
10. 10. Exercises judgment based on the analysis of multiple sources of information.
11. 11. Eligible to serve as LRM in PCA and PCS.

Knowledge

• Knowledge of fiduciary and financial products and services, usually acquired through related work experience, is required to manage client accounts.
• Technical knowledge of investments, tax, legal, and operations usually acquired through formal education or related experience is required to service clients.
• Knowledge of fiduciary standards, principles, and applicable laws and regulations usually acquired through training, seminars, or law school is required to administer accounts.
• Skills in negotiating, problem solving, delegating, leadership, and sales are necessary to service the client relationship.
• Ability to explain difficult or sensitive information; ability to work to build consensus.

Experience

• College or university degree &/or relevant proven work experience
• 7+ years experience in fiduciary servicing, in personal trust, estate administration or related fields.

Work Authorization

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 (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

Working with Us

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.

You found it. A global financial leader with more than 22,000 employees in 23 locations worldwide, Northern Trust empowers our employees to achieve more than just business goals. Our focus on work-life balance, career mobility and unique opportunities are just a few of the reasons we’ve been named one of the world’s most admired companies.

Reasonable Accommodation

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.

Terms and Conditions Candidate Privacy Notice California Applicant Privacy Notice Pay Transparency Nondiscrimination Provision (U.S) Transparency in Coverage Disclosure – North America

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities.

If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), [phone] (Asia Pacific), 1800-425-0333 (India), [phone] (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.

APAC/INDIA EEO STATEMENT

It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

Canada EEO STATEMENT

Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, family status, or any other characteristic protected under federal, provincial, or local law, regulation, or ordinance.

USA EEO STATEMENT

It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status. EEO Know Your Rights (U.S.)

EMEA EEO STATEMENT

It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.