Senior Fiduciary Relationship Advisor

001 The Northern Trust Company; Austin (TX); On-site; USD 120,000 - 160,000; Full time

Job summary

Northern Trust in Austin seeks an experienced Relationship Advisor to manage fiduciary client relationships within wealth management. You will work with clients, their advisors, and internal teams to deliver compliant, timely fiduciary support and strategic guidance.

The role emphasizes governance, tax, estate planning, and prudent investment principles, with opportunities to mentor others and develop business through centers of influence.

Qualifications

• Bachelor’s degree or equivalent combination of education and work experience.
• 7–10 years of experience in fiduciary servicing, personal trust, estate administration, or related field.
• Work Authorization Applicants must be authorized to work in the U.S. without visa sponsorship now or in the future.

Responsibilities

• Manage a portfolio of wealth management clients, understanding goals in collaboration with clients and advisors.
• Exhibit expertise in governing documents, fiduciary duties, trust and tax law, estate planning, financial planning, and prudent investment principles.
• Lead client conversations around goals-based wealth management and holistic advisory solutions, communicating complex topics in non-technical terms.
• Provide proactive guidance on Northern Trust products, regulatory/tax changes, and appropriate strategies to address evolving client needs.
• Utilizes internal fiduciary resources and expertise to identify opportunities for relationship growth and improved client outcomes.

Skills

Fiduciary services

Relationship management

Negotiation

Problem solving

Leadership

Communication skills

Judgment

Education

Bachelor’s degree

Job description

Northern Trust in Austin seeks an experienced Relationship Advisor to manage fiduciary client relationships within wealth management. You will work with clients, their advisors, and internal teams to deliver compliant, timely fiduciary support and strategic guidance.

The role emphasizes governance, tax, estate planning, and prudent investment principles, with opportunities to mentor others and develop business through centers of influence.