Senior Wealth & Fiduciary Advisor

ntrs; Houston (TX); On-site; USD 150,000 - 230,000; Full time

Job summary

Northern Trust is seeking a Sr. Relationship Advisor to manage sophisticated fiduciary and wealth management client relationships. You will collaborate with client service teams and professional advisors to ensure timely fiduciary services and high client satisfaction.

The role emphasizes guiding clients on fiduciary matters, leveraging Northern Trust resources, and mentoring others, while traveling as needed to meet client service and growth goals.

Qualifications

• Extensive knowledge of fiduciary standards and financial products.
• Experience managing complex client relationships in wealth management or trusts.
• Proven leadership, negotiation, and organizational skills.

Responsibilities

• Manage an assigned base of sophisticated wealth management clients with service teams and advisors.
• Lead client conversations on goals-driven wealth management and fiduciary guidance.
• Leverage Northern Trust resources to identify relationship enhancement opportunities.
• Maintain proactive client service through clear written and verbal communication.
• Identify fiduciary risk and ensure compliance with internal policies.

Skills

Relationship management

Fiduciary knowledge

Leadership

Negotiation

Communication

Education

College degree or equivalent

JD or similar credential preferred

Job description

Northern Trust is seeking a Sr. Relationship Advisor to manage sophisticated fiduciary and wealth management client relationships. You will collaborate with client service teams and professional advisors to ensure timely fiduciary services and high client satisfaction.

The role emphasizes guiding clients on fiduciary matters, leveraging Northern Trust resources, and mentoring others, while traveling as needed to meet client service and growth goals.