Strategic Wealth & Fiduciary Advisor

Northern Trust

Houston (TX)

In loco

USD 130.000 - 170.000

Tempo pieno

41 ore fa

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Descrizione del lavoro

Northern Trust is seeking a Sr. Relationship Advisor to manage complex fiduciary and wealth management client relationships. You will collaborate with client service teams and professional advisors to deliver high-quality fiduciary services and timely advisory solutions.

The role emphasizes strong communication, judgment, and fiduciary risk management. As a senior member of the service team, you will mentor colleagues, pursue continued development, and represent Northern Trust with clients and

Competenze

Extensive fiduciary and wealth management knowledge.
Experience managing complex client relationships.
Understanding of fiduciary standards and applicable laws.

Mansioni

Manage assigned sophisticated wealth management client relationships with service teams and advisors.
Lead client conversations on goals-driven wealth management and holistic advice.
Provide proactive guidance on Northern Trust products, issues, and regulatory changes.
Maintain proactive client service through clear written and verbal communication.
Identify fiduciary risk and ensure adherence to internal policies and procedures.
Cultivate relationships with referral sources and external advisors to grow business.
Travel as needed to meet client service and development goals.
Mentor junior partners and advise on fiduciary issues as SME.
Pursue ongoing fiduciary and advisory skills development.