Senior UHNW Wealth Relationship Advisor

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

Benefits offered by this job

Retirement benefits (401k and pension)

Health and welfare benefits (medical, 

Dental

Vision

Paid time off

Parental and caregiver leave

Life & accident insurance

Discretionary bonus program (equity)

Job summary

Northern Trust in New York is seeking a Senior Relationship Advisor to manage sophisticated wealth management relationships and serve as a trusted advisor to clients and their families. The role coordinates with investment, banking, wealth planning, fiduciary, and other specialists to deliver integrated, advice-driven solutions.

The Senior Relationship Advisor drives client satisfaction, mentors colleagues, and develops new business through centers of influence and professional referrals.

Qualifications

• Bachelor’s degree or equivalent.
• 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/regulations.
• Working knowledge across investments, tax, legal, fiduciary, and operational matters.
• Proven ability to develop trusted client relationships, solve complex problems, exercise sound judgment, and communicate sophisticated concepts clearly.

Responsibilities

• Manage a portfolio of sophisticated wealth management relationships, understanding clients’ financial circumstances and goals.
• Serve as primary point of contact and trusted advisor, coordinating the broader client service team.
• Deliver proactive, responsive service with sound judgment, diplomacy, and professionalism.
• Build relationships with clients’ attorneys, accountants, family office professionals, and other external advisors.
• Translate complex financial and fiduciary concepts into clear client conversations.
• Lead holistic, goals-based wealth management conversations.
• Maintain strong knowledge of wealth planning, investments, banking, and fiduciary matters.
• Understand governing documents, account agreements, and fiduciary responsibilities.

Skills

Relationship management

Communication

Client advisory

Negotiation

Business development

Education

Bachelor’s degree or equivalent

CFP/CTFA/JD/CPWA/CPA/MBA or similar designations

Job description

Northern Trust in New York is seeking a Senior Relationship Advisor to manage sophisticated wealth management relationships and serve as a trusted advisor to clients and their families. The role coordinates with investment, banking, wealth planning, fiduciary, and other specialists to deliver integrated, advice-driven solutions.

The Senior Relationship Advisor drives client satisfaction, mentors colleagues, and develops new business through centers of influence and professional referrals.