Senior Wealth Relationship Advisor (HNW/UHNW)

Northern Trust Corp.; Winnetka (IL); On-site; USD 115,000 - 195,000; Full time

Job summary

Northern Trust in the United States seeks a Relationship Advisor for its Private Client Advisory team. You will manage complex wealth management relationships, deliver fiduciary guidance, and coordinate with clients’ professional advisors to implement advisory solutions.

This role emphasizes proactive client service, depth of fiduciary knowledge, and leadership in fiduciary projects, with opportunities to mentor colleagues and expand advisory offerings.

Qualifications

• 7–10 years’ experience as a relationship manager in trust administration, estate administration, estate planning, or related fields.
• Experience with high net worth (HNW) and ultra-high net worth (UHNW) clients preferred.
• Ability to manage a complex portfolio of over a million and/or billion in account under management (AUM).
• JD or CFP/CPWA and other related professional designations are strongly desired.
• Strong negotiating, problem solving, delegation, leadership, and sales skills in client service.

Responsibilities

• Lead client conversations for life-driven wealth management and provide proactive advisory guidance on Northern Trust products and services.
• Explain complex concepts clearly to clients using non-technical language and coordinate with clients’ professional advisors.
• Build and maintain relationships with referral sources and external professionals to grow the business.
• Mentor less experienced partners and provide leadership on fiduciary projects and committees.
• Collaborate with internal teams to identify client needs and develop advisory solutions.

Skills

Relationship management

Communication

Negotiation

Leadership

Sales

Problem solving

Delegation

Team leadership

Education

JD

CFP/CPWA

Job description

Northern Trust in the United States seeks a Relationship Advisor for its Private Client Advisory team. You will manage complex wealth management relationships, deliver fiduciary guidance, and coordinate with clients’ professional advisors to implement advisory solutions.

This role emphasizes proactive client service, depth of fiduciary knowledge, and leadership in fiduciary projects, with opportunities to mentor colleagues and expand advisory offerings.