Senior Wealth & Fiduciary Advisor

Northern Trust Corp; Menlo Park (CA); On-site; USD 189,290 - 331,200; Full time

Benefits offered by this job

Comprehensive benefits package

Retirement benefits (401k and pension)

Paid time off

Discretionary bonus program

Job summary

Northern Trust Corp based in Menlo Park is seeking a Sr. Relationship Advisor to manage a portfolio of sophisticated wealth management clients. The ideal candidate should possess extensive fiduciary knowledge and a proven track record in trust administration or estate planning.

This position involves providing proactive financial advice, maintaining exceptional client relationships, and cultivating new business opportunities through engagement with referral sources.

A comprehensive benefits package including retirement plans and health benefits will be provided.

Qualifications

• 12-15 years’ experience as a relationship manager or attorney in trust administration, estate administration, or estate planning.
• Extensive knowledge of fiduciary and financial products and services required to manage client accounts.
• Specific experience with fiduciary accounts and issues to service complex relationships.

Responsibilities

• Manage assigned account base of sophisticated wealth management clients.
• Provide proactive advice to clients on Northern Trust’s products/services.
• Cultivate relationships with referral sources and professional advisors.

Skills

Fiduciary knowledge

Problem solving

Negotiating

Sales

Leadership

Education

College or university degree

JD or similar credential preferred

Job description

Northern Trust Corp based in Menlo Park is seeking a Sr. Relationship Advisor to manage a portfolio of sophisticated wealth management clients. The ideal candidate should possess extensive fiduciary knowledge and a proven track record in trust administration or estate planning.

This position involves providing proactive financial advice, maintaining exceptional client relationships, and cultivating new business opportunities through engagement with referral sources.

A comprehensive benefits package including retirement plans and health benefits will be provided.