Senior Wealth & Fiduciary Advisor (Travel)

Northern Trust; Dallas (TX); On-site; USD 150,000 - 250,000; Full time

Job summary

Northern Trust in Dallas seeks a Sr. Relationship Advisor to manage complex fiduciary and wealth management client relationships and deliver high-quality fiduciary services for sophisticated clients.

As a senior member of the service team, you will ensure timely delivery of fiduciary services and clear communication of client needs. You will coordinate with clients’ professional advisors, identify advisory solutions, lead conversations on goals-driven wealth management, and mentor other partners

Qualifications

• Extensive fiduciary and wealth management knowledge gained through significant experience.
• Experience managing complex fiduciary accounts, investments, tax, legal and operational considerations.

Responsibilities

• Manage an assigned base of sophisticated wealth management clients with fiduciary duties, aligning client needs with governing documents and applicable laws.
• Lead client conversations on goals-driven wealth management, and provide proactive guidance on products, services, and regulatory changes.
• Utilize Northern Trust resources and fiduciary standards to identify opportunities for relationship enhancement and high-quality service.
• Maintain proactive client service through clear written and verbal communication, with strong time management and diplomacy.
• Identify fiduciary risk issues and ensure compliance with internal policies and procedures for prudent risk management.
• Develop relationships with referral sources and external advisors to grow business and represent Northern Trust publicly.
• Travel as needed to meet client service, revenue, and new business development needs.
• Mentor less experienced partners and serve as a subject matter expert on fiduciary relationships.
• Pursue ongoing development of fiduciary and advisory skills through training and experience.

Job description

Northern Trust in Dallas seeks a Sr. Relationship Advisor to manage complex fiduciary and wealth management client relationships and deliver high-quality fiduciary services for sophisticated clients.

As a senior member of the service team, you will ensure timely delivery of fiduciary services and clear communication of client needs. You will coordinate with clients’ professional advisors, identify advisory solutions, lead conversations on goals-driven wealth management, and mentor other partners