Senior Fiduciary Wealth Advisor

001 The Northern Trust Company; Vero Beach (FL); On-site; USD 120,000 - 190,000; Full time

Job summary

The Northern Trust Company seeks a Sr. Relationship Advisor to manage complex fiduciary and wealth management client relationships.

You will lead the delivery of fiduciary services, collaborate with professional advisors, and ensure timely, effective client solutions across fiduciary accounts. As a senior member of the service team, you will mentor others, oversee fiduciary risk management, and help advance advisory capabilities while maintaining exceptional client satisfaction.

Qualifications

• Extensive fiduciary and financial product knowledge.
• 12–15 years of experience in trust administration, estate administration, or related fields.
• JD or similar credential strongly preferred.

Responsibilities

• Manage a sophisticated fiduciary client base with primary responsibility for client satisfaction.
• Provide proactive guidance on Northern Trust products, services, and regulatory changes.
• Lead client conversations focused on goals-driven wealth management and holistic advice.
• Mentor junior partners and advise on fiduciary issues as a subject matter expert.
• Collaborate with clients' professional advisors to identify advisory solutions.
• Travel as appropriate to meet client service and revenue needs.

Skills

Fiduciary knowledge

Client relationship management

Leadership

Negotiation

Communication

Regulatory compliance

Education

JD or equivalent

Job description

The Northern Trust Company seeks a Sr. Relationship Advisor to manage complex fiduciary and wealth management client relationships.

You will lead the delivery of fiduciary services, collaborate with professional advisors, and ensure timely, effective client solutions across fiduciary accounts. As a senior member of the service team, you will mentor others, oversee fiduciary risk management, and help advance advisory capabilities while maintaining exceptional client satisfaction.