Senior Trust & Fiduciary Advisor, Wealth Management

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

Job summary

Northern Trust is seeking a Trust/Fiduciary Advisor within Wealth Management to manage complex HNW and UHNW client relationships and deliver fiduciary and administrative services.

You will lead client conversations, coordinate with service teams and outside advisors, apply fiduciary standards, and seek opportunities to grow the business. Travel as needed; mentor junior staff and participate in cross-disciplinary initiatives.

Qualifications

• 7–10 years’ experience as a relationship manager in trust/estate administration or related fields.
• Experience with high net worth (HNW) and ultra-high net worth (UHNW) clients preferred.
• JD, CFP, CPWA or related professional designations strongly desired.

Responsibilities

• Manages assigned wealth management client base with service team and advisors.
• Leads client conversations for life-driven wealth management and advisory solutions.
• Proactive client service with timely communication and issue resolution.
• Maintains fiduciary standards knowledge and applies prudent risk management.
• Cultivates referral sources and external advisors to grow the business.
• Travels to meet clients as needed for revenue and servicing needs.
• Mentors less experienced partners and collaborates on fiduciary projects.
• Implements complex initiatives involving multiple disciplines.

Skills

Relationship management

Leadership

Negotiation

Problem solving

Delegation

Sales

Education

JD / CFP / CPWA designations

Job description

Northern Trust is seeking a Trust/Fiduciary Advisor within Wealth Management to manage complex HNW and UHNW client relationships and deliver fiduciary and administrative services.

You will lead client conversations, coordinate with service teams and outside advisors, apply fiduciary standards, and seek opportunities to grow the business. Travel as needed; mentor junior staff and participate in cross-disciplinary initiatives.