Sr Relationship Advisor

001 The Northern Trust Company; Las Vegas (NV); On-site; USD 110,000 - 170,000; Full time

Job summary

The Northern Trust Company seeks a Sr Relationship Advisor to manage fiduciary and agency client relationships within our Wealth Management practice.

You will deliver advisory services, guide clients on investments, tax, and estate planning, and collaborate with internal teams to meet client needs. Strong fiduciary knowledge and client-management skills are essential.

Qualifications

• Strong knowledge of fiduciary principles, financial products, and applicable laws and regulations.
• Ability to translate complex financial concepts into clear client guidance.
• Experience building and managing long-term client relationships in wealth management.

Responsibilities

• Manage a portfolio of wealth management clients by understanding client needs and governing documents.
• Apply fiduciary expertise across trust, tax, estate planning, and investment principles.
• Provide holistic, goals-based advice and keep clients informed of regulatory changes.
• Deliver responsive client service with proactive communication and strong relationship management.
• Develop new business by cultivating referrals and cross-functional partnerships.

Skills

Fiduciary principles

Client relationship management

Wealth management

Communication

Cross-functional collaboration

Regulatory knowledge

Education

Bachelor’s degree or equivalent relevant experience

CFP/CTFA/JD/MBA preferred

Job description

About Northern Trust

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions. Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Sr Relationship Advisor

The Sr Relationship Advisor manages fiduciary and agency client relationships, serving as the fiduciary specialist responsible for overall client satisfaction. This role partners with internal teams and utilizes Northern Trust (NT) resources to deliver high-quality service, resolve issues, communicate client needs, and develop advisory relationships. The Trust Advisor also supports fiduciary accounts not directly assigned to a primary advisor.

Key Responsibilities

• Manage a portfolio of wealth management clients by developing a thorough understanding of client needs, goals, and governing documents.
• Apply fiduciary expertise, including relevant trust, tax, estate planning, financial planning, and investment principles.
• Provide holistic, goals-based advice and proactively guide clients on products, services, regulatory changes, and appropriate actions.
• Translate complex concepts into clear, client-friendly communication.
• Deliver responsive, high-quality client service, maintaining proactive communication and strong relationship management with professionalism, diplomacy, and sound judgment.
• Leverage NT resources and cross-functional partnerships to enhance client relationships, identify opportunities, and provide advice-driven solutions.
• Apply fiduciary standards, policies, and procedures to ensure prudent risk management.
• Identify and elevate fiduciary risks as appropriate.
• Develop new business by cultivating relationships with referral sources and centers of influence.
• Represent NT in community and professional organizations.
• Mentor and support less experienced partners and serve as a fiduciary resource for Relationship Advisors.
• Travel to meet with clients as needed based on servicing requirements and business opportunities.
• Pursue ongoing professional development to strengthen fiduciary and advisory expertise.
• Exercise sound judgment in decision-making based on analysis of multiple information sources.
• Eligible to serve as Lead Relationship Manager in Private Client Advisory and Private Client Services.

Qualifications

• Strong knowledge of fiduciary principles, financial products, and applicable laws and regulations.
• Technical expertise in investments, tax, legal, and operational areas.
• Ability to communicate complex or sensitive information clearly and build consensus.
• Demonstrated skills in relationship management, problem solving, negotiation, and business development.
• Experience: Bachelor’s degree or equivalent relevant experience.
• 7–10 years of experience in fiduciary services, including personal trust, estate administration, or related fields.
• Preferred: Progress toward or attainment of professional designations such as CFP, CTFA, JD, MBA, or similar.

Work Authorization

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

Working with Us

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve. Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [e-mail], or alternatively you can discuss your individual requirements with the recruiter you are working with.

Looking for greater? You found it.

A global financial leader with more than 22,000 employees in 23 locations worldwide, Northern Trust empowers our employees to achieve more than just business goals. Our focus on work-life balance, career mobility and unique opportunities are just a few of the reasons we’ve been named one of the world’s most admired companies.

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), [phone] (Asia Pacific), 1800-425-0333 (India), [phone] (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.

APAC/INDIA EEO STATEMENT It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

Canada EEO STATEMENT Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance.

EMEA EEO STATEMENT It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

USA EEO STATEMENT It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status.

EEO Know Your Rights (U.S.)