Senior UHNW Wealth & Trust Advisor

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

Job summary

Northern Trust is seeking a Senior Relationship/Trust Advisor in Wealth Management, based in the United States. The role manages complex HNW/UHNW client relationships and delivers fiduciary and administrative services with a focus on compliant, advisory solutions and exceptional service.

You will lead client conversations, coordinate with client’s professional advisors, and mentor others while expanding trusted relationships and business opportunities across the Wealth Management team.

Qualifications

• 12-15 years of 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 preferred.
• Ability to manage a complex portfolio of over a million and/or billion in AUM.
• Knowledge of fiduciary standards and applicable laws and regulations.
• Skills in negotiating, problem solving, delegating, leadership, and sales.
• A JD and/or CFP, CPWA and related professional designations are strongly desired.

Responsibilities

• Manage complex wealth management client relationships (HNW/UHNW).
• Lead client conversations for life-driven wealth management and proactive advisory solutions.
• Coordinate with client’s professional advisors to identify needs and implement solutions.
• Provide fiduciary and administrative services with compliance and risk management.
• Build relationships with referral sources and external advisors to grow the business.
• Mentor and lead fiduciary projects and committees.

Skills

Relationship management

Fiduciary knowledge

Leadership

Negotiation

Sales

Communication

Education

J.D. degree

CFP

CPWA

Job description

Northern Trust is seeking a Senior Relationship/Trust Advisor in Wealth Management, based in the United States. The role manages complex HNW/UHNW client relationships and delivers fiduciary and administrative services with a focus on compliant, advisory solutions and exceptional service.

You will lead client conversations, coordinate with client’s professional advisors, and mentor others while expanding trusted relationships and business opportunities across the Wealth Management team.