Senior Wealth Advisor – Fiduciary Expert; Equity Eligible

001 The Northern Trust Company; Menlo Park (CA); Vor Ort; USD 189.000 - 331.000; Vollzeit

Benefits dieser Stelle

401k and pension

Health and welfare benefits

Paid time off

Parental and caregiver leave

Life & accident insurance

Zusammenfassung

Northern Trust is seeking a senior Relationship Manager to oversee a sophisticated wealth‑management client base in Menlo Park, CA. You will apply fiduciary knowledge and advisory skills to deliver holistic financial strategies and prudent investment guidance to high‑net‑worth clients.

You will lead client conversations, simplify complex tax and trust concepts, and collaborate with advisors to protect and grow client wealth while expanding the business through trusted relationships.

Qualifikationen

• College degree required; JD or similar credential strongly preferred.
• 12–15 years of experience as a relationship manager or attorney in trust or estate work.
• Extensive knowledge of fiduciary standards and applicable laws.

Aufgaben

• Lead client conversations to understand goals and provide holistic wealth advice.
• Explain complex fiduciary concepts in clear terms to clients and advisors.
• Develop advice-driven solutions leveraging NT products and regulatory knowledge.
• Cultivate referral networks and identify opportunities for new business.
• Mentor junior partners and provide leadership on fiduciary projects.

Kenntnisse

Fiduciary knowledge

Client relationships

Negotiation

Leadership

Sales

Ausbildung

JD or similar credential

College degree

Jobbeschreibung

Northern Trust is seeking a senior Relationship Manager to oversee a sophisticated wealth‑management client base in Menlo Park, CA. You will apply fiduciary knowledge and advisory skills to deliver holistic financial strategies and prudent investment guidance to high‑net‑worth clients.

You will lead client conversations, simplify complex tax and trust concepts, and collaborate with advisors to protect and grow client wealth while expanding the business through trusted relationships.