Senior Relationship Advisor

Northern Trust; Dallas (TX); On-site; USD 150,000 - 250,000; Full time

Job summary

Northern Trust in Dallas seeks a Sr. Relationship Advisor to manage complex fiduciary and wealth management client relationships and deliver high-quality fiduciary services for sophisticated clients.

As a senior member of the service team, you will ensure timely delivery of fiduciary services and clear communication of client needs. You will coordinate with clients’ professional advisors, identify advisory solutions, lead conversations on goals-driven wealth management, and mentor other partners

Qualifications

• Extensive fiduciary and wealth management knowledge gained through significant experience.
• Experience managing complex fiduciary accounts, investments, tax, legal and operational considerations.

Responsibilities

• Manage an assigned base of sophisticated wealth management clients with fiduciary duties, aligning client needs with governing documents and applicable laws.
• Lead client conversations on goals-driven wealth management, and provide proactive guidance on products, services, and regulatory changes.
• Utilize Northern Trust resources and fiduciary standards to identify opportunities for relationship enhancement and high-quality service.
• Maintain proactive client service through clear written and verbal communication, with strong time management and diplomacy.
• Identify fiduciary risk issues and ensure compliance with internal policies and procedures for prudent risk management.
• Develop relationships with referral sources and external advisors to grow business and represent Northern Trust publicly.
• Travel as needed to meet client service, revenue, and new business development needs.
• Mentor less experienced partners and serve as a subject matter expert on fiduciary relationships.
• Pursue ongoing development of fiduciary and advisory skills through training and experience.

Job description

About Northern Trust

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions. Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

At Northern Trust, the Sr. Relationship Advisor manages complex fiduciary and wealth management client relationships and delivers high-quality fiduciary services for sophisticated clients. As a senior member of the service team, this role assumes primary responsibility for overall client satisfaction by collaborating with partners and utilizing appropriate Northern Trust resources to ensure timely delivery of fiduciary services, effective issue resolution, and clear communication of client needs.

The Sr. Relationship Advisor coordinates with clients’ professional advisors to identify and implement advisory solutions, manages complex fiduciary relationships with sound judgment, and considers fiduciary duties, client objectives, and internal procedures. The role also supports Relationship Advisors on fiduciary matters, including serving as Fiduciary Specialist background on fiduciary accounts not directly assigned.

What You’ll Do

• Manage an assigned account base of sophisticated wealth management clients by working closely with client service teams, clients, and their professional advisors to develop a thorough understanding of client needs and goals, while maintaining mastery of governing documents, fiduciary duties, and applicable laws.
• Lead client conversations focused on goals-driven wealth management and holistic advice, providing proactive guidance on Northern Trust products and services, emerging issues, and regulatory or tax changes, while translating complex concepts into clear, client-friendly language.
• Leverage extensive knowledge of Northern Trust resources, fiduciary standards, and practices to identify opportunities for relationship enhancement and deliver high-quality fiduciary service.
• Maintain proactive and responsive client service through effective written and verbal communication, exercising strong time management, diplomacy, and tact.
• Recognize fiduciary risk issues and apply sound judgment in compliance with internal policies, processes, and procedures to support prudent risk management.
• Cultivate relationships with referral sources and external professional advisors to build the business, identify new opportunities, and represent Northern Trust through participation in community and professional organizations.
• Travel as appropriate to meet client service, revenue, and new business development needs.
• Teach and mentor less experienced partners, advise Relationship Advisors on fiduciary issues, and serve as a subject matter expert on complex fiduciary relationships.
• Pursue continued development of fiduciary and advisory skills through ongoing training and experience, applying sophisticated analytical thought to identify innovative solutions.
• Be eligible to serve as Lead Relationship Manager for all relationship types.

What Will Make You Successful in the Role

• Extensive knowledge of fiduciary and financial products and services, typically acquired through significant related work experience managing complex client relationships.
• Demonstrated experience with fiduciary accounts, including technical knowledge of investments, tax, legal, and operational considerations, gained through formal education or professional experience.
• Deep understanding of fiduciary standards, principles, and applicable laws and regulations, supported by training, seminars, or advanced education.
• Strong skills in leadership, problem solving, negotiation, delegation, sales, and organizational effectiveness.
• Ability to interpret internal and external business challenges and recommend best practices to improve products, processes, or services.
• College or university degree and/or equivalent professional experience required; JD or similar credential strongly preferred.
• Typically 12–15 years of experience as a relationship manager or attorney in trust administration, estate administration, estate planning, or related fields.

Work Authorization

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [e-mail], or alternatively you can discuss your individual requirements with the recruiter you are working with.