Senior Private Wealth Relationship Advisor

Northern Trust; Winnetka (IL); On-site; USD 115,000 - 195,000; Full time

Job summary

Northern Trust is seeking a Relationship Advisor to manage complex wealth management and fiduciary services for HNW/UHNW clients. You will collaborate with service teams and client advisors to ensure exceptional service, fiduciary compliance, and timely solution delivery.

Role requires strong advisory skills, leadership, and the ability to build lasting relationships with clients and external professionals. Travel and ongoing fiduciary training are part of the position.

Qualifications

• 7-10 years’ experience as a relationship manager in trust administration, estate administration, estate planning, or related fields.
• Experience with high net worth (HNW) and ultra-high net worth (UHNW) clients preferred.
• Knowledge of fiduciary standards, investments, tax, and related laws.

Responsibilities

• Lead client conversations for life-driven wealth management and provide proactive advice on NT products/services.
• Explain complex concepts in non-technical terms and coordinate with client’s professionals.
• Develop and maintain relationships with referral sources and external advisors to grow business.

Skills

Relationship management

Client conversations

Negotiation

Leadership

Sales

Education

J.D.

CFP/CPWA

Job description

Northern Trust is seeking a Relationship Advisor to manage complex wealth management and fiduciary services for HNW/UHNW clients. You will collaborate with service teams and client advisors to ensure exceptional service, fiduciary compliance, and timely solution delivery.

Role requires strong advisory skills, leadership, and the ability to build lasting relationships with clients and external professionals. Travel and ongoing fiduciary training are part of the position.