Senior Fiduciary & Wealth Advisor

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

Job summary

Northern Trust is seeking a Sr. Relationship Advisor to manage complex fiduciary and wealth management client relationships, delivering high-quality fiduciary services and ensuring client satisfaction by collaborating with partners and resources.

You will coordinate with clients and their advisors to identify advisory solutions, lead fiduciary conversations, manage risk, and mentor colleagues across the wealth management team.

Qualifications

• Experience managing complex client relationships in fiduciary/wealth management.
• Knowledge of investments, tax, legal and operational considerations.
• Strong understanding of fiduciary standards and applicable laws.
• Leadership, problem solving, negotiation, delegation, sales, and organizational effectiveness.
• College degree; JD or equivalent credential strongly preferred.

Responsibilities

• Manage an assigned base of sophisticated wealth clients, collaborating with client service teams and advisors to understand needs and goals.
• Lead client conversations on goals-driven wealth management and holistic advice, translating complex concepts for clients.
• Leverage Northern Trust resources to identify opportunities for relationship growth and fiduciary service.
• Maintain proactive client service through clear written and verbal communication.
• Recognize fiduciary risk and ensure compliance with internal policies and procedures.
• Cultivate relationships with referral sources and external advisors to grow the business; travel as needed.
• Mentor less experienced partners and serve as a subject matter expert on fiduciary matters.
• Pursue ongoing development of fiduciary/advisory skills through training and experience.

Skills

Fiduciary knowledge

Relationship management

Leadership

Regulatory compliance

Client advisory

Education

Bachelor's degree or equivalent

JD or equivalent credential

Job description

Northern Trust is seeking a Sr. Relationship Advisor to manage complex fiduciary and wealth management client relationships, delivering high-quality fiduciary services and ensuring client satisfaction by collaborating with partners and resources.

You will coordinate with clients and their advisors to identify advisory solutions, lead fiduciary conversations, manage risk, and mentor colleagues across the wealth management team.