Senior Wealth Relationship Advisor

Northern Trust Corp; Wilmington (DE); On-site; USD 150,000 - 190,000; Full time

Job summary

Northern Trust is a global financial services firm seeking an experienced fiduciary servicing professional in the United States. The role focuses on managing a wealth management client base, delivering holistic advice, and expanding trusted relationships through fiduciary excellence.

The position requires 7+ years in fiduciary servicing, strong knowledge of legal and tax frameworks, and the ability to translate complex concepts for clients. Travel and collaboration across NT teams are expected.

Qualifications

• Knowledge of fiduciary and financial products and services.
• Technical knowledge of investments, tax, legal, and operations.
• Knowledge of fiduciary standards, principles, and applicable laws and regulations.
• Skills in negotiating, problem solving, delegating, leadership, and sales.
• Ability to explain difficult or sensitive information; ability to work to build consensus.

Responsibilities

• Manages assigned account base of wealth management clients by understanding client needs, goals, and fiduciary requirements.
• Guides client conversations for goals-driven wealth management and holistic advice; provides proactive advice on NT products and regulations.
• Maintains knowledge of NT resources and fiduciary standards to identify opportunities for relationship enhancement.
• Exhibits timely, professional client service and clear communication; manages time effectively.
• Cultivates relationships with referral sources and centers of influence to grow business; represents NT externally.
• Teaches and mentors less experienced partners and advises Relationship Advisors on fiduciary issues.

Skills

Fiduciary knowledge

Negotiation skills

Problem solving

Leadership

Sales skills

Communication

Relationship management

Education

College degree

Job description

Northern Trust is a global financial services firm seeking an experienced fiduciary servicing professional in the United States. The role focuses on managing a wealth management client base, delivering holistic advice, and expanding trusted relationships through fiduciary excellence.

The position requires 7+ years in fiduciary servicing, strong knowledge of legal and tax frameworks, and the ability to translate complex concepts for clients. Travel and collaboration across NT teams are expected.