Senior UHNW Wealth Relationship Advisor

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

Benefits offered by this job

Retirement benefits

Discretionary bonus program (possible 

Job summary

Northern Trust is seeking a Sr 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.

You will mentor colleagues, develop new business through centers of influence, and maintain strong knowledge of fiduciary duties and regulatory considerations.

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 with ultra-high net worth (UHNW) clients preferred.
• Strong knowledge of fiduciary principles, financial products, and applicable laws and regulations.
• Working 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 highly valued.

Responsibilities

• Manage a portfolio of sophisticated wealth management relationships and understand clients’ goals.
• Serve as primary contact, coordinating the client service team and Northern Trust resources.
• Deliver proactive, responsive service with sound judgment and professionalism.
• Build relationships with clients’ attorneys, accountants, family office professionals, and other advisors.
• Translate complex financial, fiduciary, tax, investment, and planning concepts into clear conversations.
• Lead holistic, goals-based wealth management conversations.
• Maintain strong knowledge of wealth planning, fiduciary matters, investments, and capital markets.
• Understand governing documents, account agreements, and fiduciary responsibilities.

Education

Bachelor’s degree or equivalent relevant professional experience

10+ years of experience in wealth management / related disciplines

Job description

Northern Trust is seeking a Sr 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.

You will mentor colleagues, develop new business through centers of influence, and maintain strong knowledge of fiduciary duties and regulatory considerations.