Senior Wealth & Fiduciary Advisor

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

Benefits offered by this job

401k and pension

Medical, dental, vision benefits

Paid time off

Job summary

Northern Trust is seeking a Sr Relationship Advisor to manage fiduciary and agency client relationships, delivering high-quality service and advisory solutions. You will collaborate with internal teams, assess clients' needs, and advocate fiduciary standards while pursuing new business opportunities.

The role emphasizes cross-functional collaboration, risk awareness, and ongoing professional development, with travel as needed to meet client needs.

Qualifications

• Bachelor's degree required in a relevant field.
• 7-10 years of experience in fiduciary services or related fields preferred.
• CFP/CTFA/JD/MBA or similar designations preferred.

Responsibilities

• Manage a portfolio of wealth management clients with fiduciary expertise and governance documents.
• Provide holistic, goals-based advisory services and communicate complex concepts clearly.
• Deliver high-quality client service with proactive communication and relationship management.
• Leverage internal resources to enhance client relationships and provide advisory solutions.
• Identify fiduciary risks and ensure prudent risk management.

Skills

Fiduciary principles

Client relationship management

Financial products knowledge

Communication skills

Education

Bachelor's degree or equivalent

Job description

Northern Trust is seeking a Sr Relationship Advisor to manage fiduciary and agency client relationships, delivering high-quality service and advisory solutions. You will collaborate with internal teams, assess clients' needs, and advocate fiduciary standards while pursuing new business opportunities.

The role emphasizes cross-functional collaboration, risk awareness, and ongoing professional development, with travel as needed to meet client needs.