Senior Fiduciary Wealth Advisor

001 The Northern Trust Company; Tampa (FL); On-site; USD 150,000 - 250,000; Full time

Job summary

Northern Trust seeks a seasoned Sr. Relationship Advisor to manage sophisticated fiduciary wealth-management relationships, coordinating with client service teams and professional advisors to ensure top-tier fiduciary services.

You will lead goals-driven conversations, translate complex concepts for clients, and leverage resources to expand relationships. The role requires extensive fiduciary product knowledge, strong leadership, and risk-aware decision-making, with travel as needed.

Qualifications

• Bachelor's degree or equivalent professional experience; JD or similar credential strongly preferred.
• Typically 12–15 years of experience as a relationship manager or attorney in trust administration, estate administration, or related fields.

Responsibilities

• Manage an assigned base of sophisticated wealth management clients, coordinating with client service teams and professional advisors.
• Lead client conversations on goals-driven wealth management, providing proactive guidance on fiduciary products and regulatory changes.
• Identify opportunities for relationship enhancement using Northern Trust resources while maintaining fiduciary standards.
• Mentor junior partners and serve as a subject matter expert on complex fiduciary relationships.
• Travel as appropriate to meet client service and business development needs.

Job description

Northern Trust seeks a seasoned Sr. Relationship Advisor to manage sophisticated fiduciary wealth-management relationships, coordinating with client service teams and professional advisors to ensure top-tier fiduciary services.

You will lead goals-driven conversations, translate complex concepts for clients, and leverage resources to expand relationships. The role requires extensive fiduciary product knowledge, strong leadership, and risk-aware decision-making, with travel as needed.