Sr. Relationship Advisor

001 The Northern Trust Company; San Diego (CA); Sur place; USD 189 000 - 331 000; Plein temps

Avantages offerts par ce poste

Retirement plan

Health insurance

Paid time off

Parental leave

Life insurance

Bonus program

Résumé du poste

Northern Trust is seeking a senior wealth management professional to lead sophisticated client relationships. You will collaborate with client service teams and advisors to understand client needs and goals, applying fiduciary duties, tax, and estate planning techniques to deliver holistic advice with prudent risk management.

The role requires mentoring partners, exploring opportunities to expand business, and maintaining deep knowledge of fiduciary standards.

Qualifications

• Bachelor's degree or equivalent required; JD or similar credential strongly preferred.
• 12-15 years’ experience as a relationship manager or attorney in trust administration, estate administration, estate planning, or related fields.
• Extensive fiduciary knowledge of investments, tax, legal and operations; ability to navigate fiduciary standards and regulations.

Responsabilités

• Lead client conversations for goals-driven wealth management and holistic advice.
• Provide proactive advice on NT products/services, regulatory/tax changes, and appropriate actions for clients.
• Develop and maintain relationships with referral sources and external advisors to grow the business.
• Mentor less experienced partners and provide leadership on fiduciary projects and committees.
• Travel to meet clients as needed to support revenue and servicing requirements.

Connaissances

Client relationship management

Communication

Leadership

Fiduciary knowledge

Formation

College degree; JD preferred

Description du poste

About Northern Trust

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Major Duties

1. Manages assigned account base of sophisticated wealth management clients by working with client service team, clients and their professional advisors to develop a thorough understanding of the client’s needs and goals. Exhibits thorough knowledge of governing documents and account agreements. Exhibits mastery of fiduciary duties, applicable laws and oversight, including trust and tax law, estate planning techniques, financial planning, asset management and prudent investment principles.
2. Primarily responsible for leading client conversations for goals driven wealth management and holistic advice. Provides proactive advice to clients on NT’s products/services, emerging issues, regulatory/tax changes, and appropriate actions for the client. Combines technical knowledge with fact finding and analysis to develop advice-driven solutions for clients. Explains complicated concepts to clients in a thoughtful way using non-technical terminology.
3. Maintains extensive knowledge of various NT resources and utilizes fiduciary knowledge, experience, and NT resources to identify opportunities for relationship enhancement.
4. Focused client service with responsiveness, diplomacy and tact; proactive client contact through written and verbal communication with suitable frequency. Exhibits excellent time management skills.
5. Builds and maintains extensive knowledge of NT fiduciary standards and practices, applying fiduciary knowledge and judgment to complex fiduciary relationships. Understands and complies with internal policies, processes and procedures to effect prudent risk management and judgment. Recognizes fiduciary risk issues and seeks appropriate resolution.
6. Cultivates relationships with referral sources and external professional advisors to build the business; identifies and develops new business opportunities. Participates in community and professional organizations representing NT. Identifies opportunities to showcase NT expertise and thought leadership.
7. Travels to meet with clients where appropriate considering revenue, new business opportunities, or servicing requirements.
8. Teaches and mentors less experienced partners. Advises Relationship Advisors on fiduciary issues and serves as subject matter expert on fiduciary relationships managed by Relationship Advisors. Provides leadership on fiduciary projects and committees.
9. Seeks continued development of fiduciary and advisory skills through training and experience.
10. Uses sophisticated analytical thought to exercise judgement and identify innovative solutions.
11. Eligible to serve as LRM for all relationships.

Knowledge

• Extensive knowledge of fiduciary and financial products and services, usually acquired through related work experience, is required to manage client accounts.
• Specific experience with fiduciary accounts and issues required to service complex relationships.
• Technical knowledge of investments, tax, legal, and operations usually acquired through formal education or related experience is required to service clients.
• Extensive knowledge of fiduciary standards, principles, and applicable laws and regulations usually acquired through training, seminars, or law school is required to administer accounts.
• Skills in negotiating, problem solving, delegating, leadership, and sales are necessary to service the client relationship.
• Leadership and organizational skills are required to determine the Business Unit’s goals.
• Interprets internal/external business challenges and recommends best practices to improve products, processes or services.

Experience

• College or university degree &/or relevant proven work experience required. JD or similar credential strongly preferred.
• 12-15 years’ experience as a relationship manager or attorney in trust administration, estate administration, estate planning, or related fields.

Salary Range: $189,290 - 331,200 USD. Salary range is a good faith estimate of base pay.

Benefits

• Retirement benefits (401k and pension)
• Health and welfare benefits (medical, dental, vision, spending accounts and disability)
• Paid time off
• Parental and caregiver leave
• Life & accident insurance
• Other voluntary and well-being benefits
• Discretionary bonus program that may include an equity component

Working with Us

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.

We value an inclusive workplace and understand flexibility means different things to different people.

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [e-mail].

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.