Senior Fiduciary Wealth Relationship Manager

Northern Trust; San Diego (CA); On-site; USD 189,290 - 331,200; Full time

Benefits offered by this job

Retirement benefits (401k and pension)

Health and welfare benefits (medical, dental, vision)

Paid time off

Life & accident insurance

Discretionary bonus program

Job summary

Northern Trust, located in San Diego, is seeking a seasoned relationship manager to manage complex wealth management clients. The ideal candidate will have extensive fiduciary knowledge, strong leadership skills, and a proven record of enhancing client relations.

With a compensation range of $189,290 - $331,200, the role includes benefits such as a retirement plan, health insurance, and a discretionary bonus program reflecting company performance.

Qualifications

• 12-15 years’ experience as a relationship manager or attorney in trust administration, estate administration, or estate planning.
• Extensive knowledge of fiduciary standards, principles, and applicable laws.
• Skills in leading and managing complex fiduciary relationships.

Responsibilities

• Manage assigned account base of sophisticated wealth management clients.
• Provide proactive advice on products/services and regulatory changes.
• Cultivate relationships with referral sources and external professional advisors.

Skills

Fiduciary knowledge

Negotiating skills

Problem solving

Leadership

Sales skills

Education

College or university degree

JD or similar credential

Job description

Northern Trust, located in San Diego, is seeking a seasoned relationship manager to manage complex wealth management clients. The ideal candidate will have extensive fiduciary knowledge, strong leadership skills, and a proven record of enhancing client relations.

With a compensation range of $189,290 - $331,200, the role includes benefits such as a retirement plan, health insurance, and a discretionary bonus program reflecting company performance.