Senior Wealth & Fiduciary Relationship Manager

001 The Northern Trust Company; Coral Gables (FL); Vor Ort; USD 140.000 - 210.000; Vollzeit

Zusammenfassung

Northern Trust in the United States is seeking a Sr. Relationship Advisor who manages sophisticated wealth management client relationships, coordinating with client service teams and professional advisors to ensure fiduciary services meet client objectives.

You will translate complex fiduciary concepts into clear guidance and collaborate to deliver timely outcomes. The role emphasizes leadership, risk awareness, and the ability to cultivate new opportunities while mentoring junior colleagues.

Qualifikationen

• Bachelor or JD required or equivalent professional experience.
• Extensive knowledge of fiduciary standards and wealth management.
• Experience managing complex fiduciary relationships with clients and advisors.
• Strong leadership, communication, and strategic thinking.

Aufgaben

• Manage an assigned base of sophisticated wealth management clients with service teams.
• Lead client conversations on goals-driven wealth management and fiduciary services.
• Identify opportunities to deepen relationships using Northern Trust resources.
• Maintain proactive client service with clear written and verbal communication.
• Mentor junior partners and serve as a subject matter expert on fiduciary matters.
• Travel as needed to meet client needs.

Kenntnisse

Fiduciary knowledge

Leadership

Communication

Problem solving

Negotiation

Sales

Organizational effectiveness

Ausbildung

JD or equivalent credential

Jobbeschreibung

Northern Trust in the United States is seeking a Sr. Relationship Advisor who manages sophisticated wealth management client relationships, coordinating with client service teams and professional advisors to ensure fiduciary services meet client objectives.

You will translate complex fiduciary concepts into clear guidance and collaborate to deliver timely outcomes. The role emphasizes leadership, risk awareness, and the ability to cultivate new opportunities while mentoring junior colleagues.