Senior UHNW Wealth Advisor & Relationship Lead

Northern Trust Corp; New York (NY); On-site; USD 189,000 - 331,000; Full time

Benefits offered by this job

401k and pension

Health and welfare benefits

Paid time off

Parental and caregiver leave

Life & accident insurance

Discretionary bonus program with可能 an

Job summary

Northern Trust in New York seeks a Senior Relationship Advisor to manage sophisticated wealth management relationships and serve as a trusted advisor to clients and their families. You will coordinate with investment, banking, wealth planning, fiduciary and other specialists to deliver integrated, advice-driven solutions while aiming for exceptional service and deepening client relationships.

The role emphasizes business development, mentoring junior colleagues, and maintaining a strong

Qualifications

• Bachelor's degree or equivalent relevant professional experience.
• 10+ years of experience in wealth management, relationship management, personal trust, estate administration, estate planning, investment management, or related disciplines.
• Experience in working with ultra-high net worth (UHNW) clients is preferred.
• Strong knowledge of fiduciary principles, financial products, and applicable laws and regulations.
• Working technical knowledge across investments, tax, legal, fiduciary, and operational matters.
• Demonstrated ability to develop trusted client relationships, solve complex problems, exercise sound judgment, and communicate sophisticated concepts clearly.
• Strong interpersonal, communication, organization, negotiation, and business-development skills.
• Professional credentials such as CFP, CTFA, JD, CPWA, CPA, MBA, or similar designations are highly valued.

Responsibilities

• Manage a portfolio of sophisticated wealth management relationships, developing a comprehensive understanding of clients' financial circumstances, family dynamics, goals, and priorities.
• Serve as a primary point of contact and trusted advisor, coordinating the broader client service team and Northern Trust resources.
• Deliver proactive, responsive service with sound judgment, diplomacy, and professionalism.
• Build strong relationships with clients' attorneys, accountants, family office professionals, and other external advisors.
• Translate complex financial, fiduciary, tax, investment, and planning concepts into clear, understandable client conversations.
• Lead holistic, goals-based wealth management conversations.
• Maintain strong knowledge of wealth planning, estate and financial planning, investments, banking, capital markets, and fiduciary matters.
• Understand governing documents, account agreements, fiduciary responsibilities, and applicable trust and tax considerations.
• Apply established fiduciary standards, policies, and processes in overseeing client relationships.
• Recognize potential fiduciary and relationship risks and engage appropriate internal resources to resolve issues.
• Identify opportunities to deepen existing relationships and introduce Northern Trust capabilities.
• Develop new business through relationships with prospects, referral sources, professional advisors, and centers of influence.
• Represent Northern Trust in appropriate professional and community organizations and help showcase the firm's expertise and thought leadership.

Skills

Interpersonal skills

Communication

Negotiation

Business development

Relationship management

Education

Bachelor's degree or equivalent

Professional credentials encouraged: CFP, CTFA, JD, CPWA, CPA, MBA

Job description

Northern Trust in New York seeks a Senior Relationship Advisor to manage sophisticated wealth management relationships and serve as a trusted advisor to clients and their families. You will coordinate with investment, banking, wealth planning, fiduciary and other specialists to deliver integrated, advice-driven solutions while aiming for exceptional service and deepening client relationships.

The role emphasizes business development, mentoring junior colleagues, and maintaining a strong