Senior Wealth & Fiduciary Advisor

001 The Northern Trust Company; San Diego (CA); Presencial; USD 189.000 - 331.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Retirement plan

Health insurance

Paid time off

Parental leave

Life insurance

Bonus program

Descripción de la vacante

Northern Trust is seeking a senior wealth management professional to lead sophisticated client relationships. You will collaborate with client service teams and advisors to understand client needs and goals, applying fiduciary duties, tax, and estate planning techniques to deliver holistic advice with prudent risk management.

The role requires mentoring partners, exploring opportunities to expand business, and maintaining deep knowledge of fiduciary standards.

Formación

• Bachelor's degree or equivalent required; JD or similar credential strongly preferred.
• 12-15 years’ experience as a relationship manager or attorney in trust administration, estate administration, estate planning, or related fields.
• Extensive fiduciary knowledge of investments, tax, legal and operations; ability to navigate fiduciary standards and regulations.

Responsabilidades

• Lead client conversations for goals-driven wealth management and holistic advice.
• Provide proactive advice on NT products/services, regulatory/tax changes, and appropriate actions for clients.
• Develop and maintain relationships with referral sources and external advisors to grow the business.
• Mentor less experienced partners and provide leadership on fiduciary projects and committees.
• Travel to meet clients as needed to support revenue and servicing requirements.

Conocimientos

Client relationship management

Communication

Leadership

Fiduciary knowledge

Educación

College degree; JD preferred

Descripción del empleo

Northern Trust is seeking a senior wealth management professional to lead sophisticated client relationships. You will collaborate with client service teams and advisors to understand client needs and goals, applying fiduciary duties, tax, and estate planning techniques to deliver holistic advice with prudent risk management.

The role requires mentoring partners, exploring opportunities to expand business, and maintaining deep knowledge of fiduciary standards.