Senior Fiduciary Advisor & Regional Leader

The Northern Trust Company; Houston (TX); On-site; USD 110,000 - 180,000; Full time

Job summary

Northern Trust in Houston seeks a Senior Fiduciary Officer to lead complex wealth management relationships, providing proactive advice and regional fiduciary oversight.

You will apply fiduciary, tax, and estate planning knowledge, mentor relationship advisors, and collaborate with clients and their advisors to strengthen opportunities.

This role requires strong leadership, risk management, and familiarity with NT standards, supporting growth initiatives and ensuring prudent client service.

Qualifications

• Extensive fiduciary and wealth management knowledge.
• Experience leading client advisory teams and managing complex portfolios.
• Strong understanding of trust, tax, and estate planning principles.

Responsibilities

• Manage a portfolio of wealth management clients with the client service team and advisors.
• Deliver proactive, advice-driven client service and timely communication.
• Lead conversations using a Goals Driven Wealth Management approach and explain NT products and services.
• Maintain fiduciary knowledge and apply internal standards to client relationships.
• Provide regional fiduciary leadership and support business development opportunities.

Skills

Relationship management

Advisory expertise

Risk management

Leadership

Business development

Job description

Northern Trust in Houston seeks a Senior Fiduciary Officer to lead complex wealth management relationships, providing proactive advice and regional fiduciary oversight.

You will apply fiduciary, tax, and estate planning knowledge, mentor relationship advisors, and collaborate with clients and their advisors to strengthen opportunities.

This role requires strong leadership, risk management, and familiarity with NT standards, supporting growth initiatives and ensuring prudent client service.