Senior Wealth Relationship Advisor

The Northern Trust Company; Wilmington (DE); On-site; USD 120,000 - 180,000; Full time

Job summary

Northern Trust is seeking an experienced fiduciary servicing professional to manage a wealth management client base and advise on fiduciary strategies. You will develop and communicate prudent investment, tax and estate planning advice while aligning with fiduciary standards and internal policies.

Travel to meet clients as needed, mentor colleagues, and identify opportunities for growth within a collaborative, inclusive workplace.

Qualifications

• Fiduciary knowledge across investments, tax, legal and operations.
• College or university degree or equivalent proven work experience.
• 7+ years fiduciary servicing experience in personal trust or estate administration.

Responsibilities

• Manage assigned wealth management client base with advisors to understand needs and goals.
• Provide proactive advice on NT products/services and regulatory changes in clear language.
• Develop relationship opportunities and handle fiduciary risk with prudent judgment.
• Mentor junior partners and travel to meet clients when required.

Skills

Negotiation

Problem solving

Delegation

Leadership

Sales

Job description

Northern Trust is seeking an experienced fiduciary servicing professional to manage a wealth management client base and advise on fiduciary strategies. You will develop and communicate prudent investment, tax and estate planning advice while aligning with fiduciary standards and internal policies.

Travel to meet clients as needed, mentor colleagues, and identify opportunities for growth within a collaborative, inclusive workplace.