Senior Wealth Relationship Advisor (UHNW)

ntrs; Winnetka (IL); On-site; USD 120,000 - 180,000; Full time

Job summary

Northern Trust is seeking a Relationship Advisor in Wealth Management to manage complex HNW and UHNW client relationships, delivering fiduciary and administrative services. The role collaborates with service teams and client advisors to ensure timely, high-quality outcomes.

Responsibilities include leading conversations on life-driven wealth management, proactively advising on NT products, and coordinating with clients’ professionals to implement advisory solutions.

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.
• Knowledge of fiduciary standards and applicable laws and regulations.

Responsibilities

• Lead client conversations for life-driven wealth management and provide proactive advice on NT products/services.
• Communicate complex concepts in plain language and coordinate with clients’ advisors.
• Develop and maintain fiduciary relationships and manage risk with NT resources.
• Cultivate referral sources and external advisors to grow the business.
• Travel to meet clients as needed.
• Mentor and lead junior partners on fiduciary projects.

Skills

Relationship management

Fiduciary knowledge

Financial planning

Negotiation

Leadership

Communication

Education

JD or CFP/CPWA preferred

Job description

Northern Trust is seeking a Relationship Advisor in Wealth Management to manage complex HNW and UHNW client relationships, delivering fiduciary and administrative services. The role collaborates with service teams and client advisors to ensure timely, high-quality outcomes.

Responsibilities include leading conversations on life-driven wealth management, proactively advising on NT products, and coordinating with clients’ professionals to implement advisory solutions.