Senior Wealth & Fiduciary Advisor

Northern Trust; Sarasota (FL); On-site; USD 140,000 - 190,000; Full time

Job summary

Northern Trust in the United States seeks a Senior Relationship Advisor to manage complex fiduciary and wealth management client relationships. You will coordinate with client teams and professional advisors to deliver high-quality fiduciary services and ensure client satisfaction.

You will mentor less experienced partners, collaborate on advisory solutions, and travel as needed to meet client service and development goals.

Qualifications

• Extensive experience managing complex client relationships in fiduciary or wealth management settings.
• Knowledge of investments, tax, legal and operations related to fiduciary accounts.

Responsibilities

• Manage an assigned base of sophisticated wealth management clients with client service teams and advisors.
• Lead client conversations on goals-driven wealth management and holistic advisory services.
• Identify opportunities to enhance relationships using Northern Trust resources.

Skills

Relationship management

Fiduciary knowledge

Leadership

Negotiation

Communication

Education

JD or equivalent credential

Bachelor degree

Job description

Northern Trust in the United States seeks a Senior Relationship Advisor to manage complex fiduciary and wealth management client relationships. You will coordinate with client teams and professional advisors to deliver high-quality fiduciary services and ensure client satisfaction.

You will mentor less experienced partners, collaborate on advisory solutions, and travel as needed to meet client service and development goals.