Senior UHNW Wealth Advisor & Trusted Partner

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

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 families. You will coordinate investment, banking, wealth planning, fiduciary, and other specialists to deliver integrated, advice-driven solutions.

The role emphasizes goals-based conversations, deep client understanding, and developing new business through centers of influence while mentoring junior colleagues.

Qualifications

• Bachelor’s degree or equivalent in wealth management or related field.
• 10+ years of experience in wealth management, relationship management, or related disciplines.
• Experience with ultra-high net worth (UHNW) clients preferred.
• Strong fiduciary, financial products, and regulatory knowledge.

Responsibilities

• Manage a portfolio of sophisticated wealth management relationships and serve as primary point of contact.
• Coordinate the broader client service team and Northern Trust resources.
• Translate complex financial, fiduciary, tax, and planning concepts into clear client conversations.
• Develop new business through relationships with prospects, referral sources, and centers of influence.
• Represent Northern Trust in professional and community organizations.

Skills

Relationship management

Wealth management

Client advisory

Financial planning

UHNW experience

Education

Bachelor’s degree

Professional credentials such as CFP/CTFA/JD/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 families. You will coordinate investment, banking, wealth planning, fiduciary, and other specialists to deliver integrated, advice-driven solutions.

The role emphasizes goals-based conversations, deep client understanding, and developing new business through centers of influence while mentoring junior colleagues.