Senior Fiduciary Wealth Relationship Leader

Northern Trust Corp; Sarasota (FL); On-site; USD 90,000 - 160,000; Full time

Job summary

Northern Trust Corp in Sarasota, FL seeks a Senior Relationship Advisor to manage sophisticated fiduciary client relationships and deliver high-quality wealth management services. You will coordinate with client advisors, translate complex fiduciary concepts into clear client guidance, and ensure timely service delivery.

You will leverage deep fiduciary knowledge, lead discussions on goals-driven strategies, mentor junior staff, and collaborate with external professionals to grow the business

Qualifications

• Extensive knowledge of fiduciary and wealth management concepts.
• Proven ability to manage complex client relationships.
• Strong leadership and negotiation skills.
• Excellent time management and organizational abilities.

Responsibilities

• Manage an assigned base of sophisticated wealth clients with fiduciary duties.
• Lead client conversations on goals-driven wealth strategies and regulatory changes.
• Mentor junior partners and serve as fiduciary subject matter expert.
• Collaborate with professional advisors to deliver advisory solutions and relationships growth.
• Travel as needed to meet client service and development goals.

Skills

Fiduciary knowledge

Client relationship management

Leadership

Negotiation

Time management

Education

Bachelor's degree

Juris Doctor (JD) preferred

Job description

Northern Trust Corp in Sarasota, FL seeks a Senior Relationship Advisor to manage sophisticated fiduciary client relationships and deliver high-quality wealth management services. You will coordinate with client advisors, translate complex fiduciary concepts into clear client guidance, and ensure timely service delivery.

You will leverage deep fiduciary knowledge, lead discussions on goals-driven strategies, mentor junior staff, and collaborate with external professionals to grow the business