Senior Trust & Wealth Relationship Advisor

The Northern Trust Company; New York (NY); On-site; USD 150,000 - 230,000; Full time

Job summary

The Northern Trust Company is seeking a Senior Relationship/Trust Advisor in Wealth Management to manage complex HNW/UHNW portfolios, deliver fiduciary services, and provide advisory solutions. You will collaborate with service teams and external advisors, ensuring compliant, proactive client service and long-term relationship growth.

Responsibilities include leading client conversations, maintaining fiduciary knowledge, and mentoring junior staff while traveling as needed to meet client needs.

Qualifications

• 12 - 15 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 is preferred.
• Ability to manage a complex portfolio of over a million and/or billion in AUM.
• Knowledge of fiduciary and financial products and services, usually acquired through related work experience.
• Technical knowledge of investments, tax, legal, and operations.
• Knowledge of fiduciary standards, principles, and applicable laws and regulations.
• Skills in negotiating, problem solving, delegating, leadership, and sales.
• A JD, and/or a CFP, CPWA and other related professional designations are strongly desired.
• Leadership and organizational skills to determine the Business Unit's goals.

Responsibilities

• Lead client conversations for life driven wealth management, providing proactive advice on NT's products/services and regulatory/tax changes.
• Explain complex concepts in non-technical terms and offer advisory solutions to clients.
• Maintain knowledge of NT fiduciary standards and apply them to fiduciary relationships while ensuring risk management.
• Cultivate relationships with referral sources and external professional advisors to build business.
• Travel to meet with clients as needed and mentor less experienced partners.

Skills

Relationship management

Trust administration

Estate planning

Client advisory

Regulatory knowledge

Leadership

Negotiation

Education

J.D. or CFP/CPWA strongly desired

Job description

The Northern Trust Company is seeking a Senior Relationship/Trust Advisor in Wealth Management to manage complex HNW/UHNW portfolios, deliver fiduciary services, and provide advisory solutions. You will collaborate with service teams and external advisors, ensuring compliant, proactive client service and long-term relationship growth.

Responsibilities include leading client conversations, maintaining fiduciary knowledge, and mentoring junior staff while traveling as needed to meet client needs.