Senior Relationship / Trust Advisor

ntrs; Tampa (FL); On-site; USD 150,000 - 230,000; Full time

Job summary

Northern Trust is seeking a Sr. Relationship Advisor to manage complex fiduciary and wealth management client relationships. You will collaborate with client service teams and professional advisors to ensure timely fiduciary services, issue resolution, and clear communication of client needs.

The role requires deep fiduciary knowledge, regulatory awareness, and the ability to mentor others while expanding business with existing clients. Travel to meet client needs is expected.

Qualifications

• Extensive experience managing sophisticated wealth management client relationships.
• Strong knowledge of fiduciary duties, taxes, and regulatory considerations.
• Ability to translate complex fiduciary concepts into clear client guidance.

Responsibilities

• Manage an assigned account base of sophisticated wealth management clients.
• Lead client conversations focusing on goals-driven wealth management and holistic advice.
• Provide proactive guidance on Northern Trust products and services and regulatory changes.
• Mentor less experienced partners on fiduciary issues and complex relationships.
• Travel as appropriate to meet client service and business development needs.

Skills

Relationship management

Fiduciary knowledge

Client advisory

Leadership

Regulatory knowledge

Negotiation

Communication

Education

JD or equivalent preferred

College/University degree

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 employm