Senior Fiduciary Advisor - Wealth Strategy & Complex Trusts

Northern Trust; Pasadena (CA); On-site; USD 158,010 - 276,460; Full time

Job summary

Northern Trust is seeking a Sr. Fiduciary Specialist to manage complex fiduciary and wealth management relationships in the U.S. You will lead discussions, provide fiduciary guidance, and deliver sophisticated advice across trust and tax matters.

The role requires deep knowledge of fiduciary standards, laws, and financial planning, with a focus on relationship expansion. Applicants should have a JD or equivalent and 10–15 years in trust administration or related fields.

Qualifications

• College degree or equivalent proven work experience.
• JD or similar credential strongly preferred.

Responsibilities

• Manages assigned account base of sophisticated wealth management clients with client service team and advisors.
• Leads client conversations for goals-driven wealth management and holistic advice.
• Builds knowledge of NT resources to identify opportunities for relationship enhancement.
• Maintains proactive client contact and timely, professional communication.
• Ensures compliance with fiduciary standards and internal policies.

Skills

Fiduciary knowledge

Relationship management

Client advisory

Regulatory/tax knowledge

Communication

Education

JD

Bachelor's degree

Job description

Northern Trust is seeking a Sr. Fiduciary Specialist to manage complex fiduciary and wealth management relationships in the U.S. You will lead discussions, provide fiduciary guidance, and deliver sophisticated advice across trust and tax matters.

The role requires deep knowledge of fiduciary standards, laws, and financial planning, with a focus on relationship expansion. Applicants should have a JD or equivalent and 10–15 years in trust administration or related fields.