Senior Wealth & Fiduciary Advisor (UHNW)

Northern Trust; Chicago (IL); On-site; USD 165,000 - 288,000; Full time

Benefits offered by this job

Retirement benefits (401k and pension)

Discretionary bonus program

Healthcare benefits

Job summary

Northern Trust is seeking a Senior Trust/Fiduciary Advisor in Wealth Management to manage complex HNW and UHNW client relationships, delivering fiduciary and administrative services. You will coordinate with service teams and client advisors to ensure exceptional service and timely solutions.

The ideal candidate has 12–15 years in related fields, with strong fiduciary knowledge and relevant JD/CFP/CPWA designations. Travel for key client meetings may be required as part of growth strategy.

Qualifications

• 12–15 years’ experience as a relationship manager in trust, estate administration, estate planning, or related fields.
• Experience with high net worth (HNW) and ultra-high net worth (UHNW) clients preferred.
• JD, and/or CFP, CPWA and other related professional designations strongly desired.

Responsibilities

• Lead client conversations for life-driven wealth management and advise on Northern Trust products and services.
• Collaborate with client service teams and external advisors to ensure timely delivery and optimal satisfaction.
• Develop relationships with referral sources and professional advisors to grow business and opportunities.
• Mentor less experienced partners and lead fiduciary projects and committees.

Skills

Relationship management

Leadership

Negotiation

Communication

Sales

Problem solving

Education

JD and/or CFP/CPWA desirable

Job description

Northern Trust is seeking a Senior Trust/Fiduciary Advisor in Wealth Management to manage complex HNW and UHNW client relationships, delivering fiduciary and administrative services. You will coordinate with service teams and client advisors to ensure exceptional service and timely solutions.

The ideal candidate has 12–15 years in related fields, with strong fiduciary knowledge and relevant JD/CFP/CPWA designations. Travel for key client meetings may be required as part of growth strategy.