Senior Fiduciary Relationship Advisor

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

Job summary

The Northern Trust Company, a global wealth management and fiduciary services leader, seeks a Relationship Advisor to manage fiduciary client relationships with a focus on high-quality service and compliant advisory support.

You will collaborate with service teams, leverage internal resources, and mentor junior partners while expanding relationships and ensuring client satisfaction across complex fiduciary needs.

Qualifications

• Bachelor’s degree or equivalent combination of education and work experience required.
• 7–10 years of experience in fiduciary servicing, personal trust, estate administration, or a closely related field.
• Work Authorization: U.S. work authorization without visa sponsorship now or in the future.
• Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity.
• Strong knowledge of fiduciary principles, standards, and laws/regulations.

Responsibilities

• Manages a portfolio of wealth management clients, developing a deep understanding of client needs.
• Exhibits expertise in governing documents, fiduciary duties, trust and tax law, estate planning, financial planning, and prudent investment principles.
• Leads client conversations around goals-based wealth management and holistic advisory solutions.
• Provides proactive guidance on Northern Trust products, regulatory/tax changes, and strategies to address evolving client needs.
• Utilizes internal fiduciary resources to identify opportunities for relationship growth and improved client outcomes.
• Delivers responsive client service with clear written and verbal communication.
• C ultivates business development by maintaining relationships with referral sources and centers of influence.
• Serves as mentor to Relationship Advisors and junior partners on fiduciary matters.
• Travels to meet with clients to support relationship development.

Skills

Fiduciary knowledge

Relationship management

Negotiation

Communication skills

Judgment

Education

Bachelor’s degree (or equivalent)

7–10 years fiduciary servicing experience

Job description

The Northern Trust Company, a global wealth management and fiduciary services leader, seeks a Relationship Advisor to manage fiduciary client relationships with a focus on high-quality service and compliant advisory support.

You will collaborate with service teams, leverage internal resources, and mentor junior partners while expanding relationships and ensuring client satisfaction across complex fiduciary needs.