Senior Wealth Fiduciary Advisor

001 The Northern Trust Company; Sarasota (FL); 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 and deliver high-quality fiduciary services.

You will lead client conversations, coordinate with client service teams, and utilize resources to ensure timely delivery and effective issue resolution. The role requires deep fiduciary knowledge, leadership, and collaboration with professional advisors, with opportunities to mentor others and contribute to risk management

Qualifications

• Extensive fiduciary and advisory experience required.
• Experience managing complex client relationships with fiduciary duties.
• Strong knowledge of fiduciary standards and applicable laws.

Responsibilities

• Manage an assigned account base of sophisticated wealth management clients with client service teams and advisors to understand needs and goals.
• Lead client conversations focused on goals-driven wealth management and holistic advice.
• Provide proactive guidance on Northern Trust products and services, regulatory or tax changes.
• Maintain proactive client service through effective written and verbal communication and strong time management.
• Recognize fiduciary risk issues and apply sound judgment in compliance with internal policies.
• Cultivate relationships with referral sources and external advisors to grow the business.
• Travel as needed to meet client service, revenue, and new business development needs.
• Teach and mentor less experienced partners and serve as a fiduciary subject-matter expert.
• Pursue continued development of fiduciary and advisory skills.

Education

College or university degree

JD or similar credential

Job description

Northern Trust is seeking a Sr. Relationship Advisor to manage sophisticated fiduciary and wealth management client relationships and deliver high-quality fiduciary services.

You will lead client conversations, coordinate with client service teams, and utilize resources to ensure timely delivery and effective issue resolution. The role requires deep fiduciary knowledge, leadership, and collaboration with professional advisors, with opportunities to mentor others and contribute to risk management