Wealth Relationship Advisor

Northern Trust Corp.; Houston (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

Northern Trust Corp. is seeking a seasoned relationship manager to support wealth management and asset servicing for high-net-worth clients in the Houston area. You will coordinate with clients and advisors, manage a book of accounts, and deliver holistic advice across banking, investment, and fiduciary services.

The role emphasizes proactive client contact, accurate documentation, and cross-functional collaboration with internal partners to identify opportunities and solutions.

Qualifications

• Knowledge of financial products, operations and accounting systems typically gained through related experience.
• Experience managing wealth client relationships and delivering advisory services.
• Ability to explain complex information clearly to clients and advisors.

Responsibilities

• Coordinate with clients and advisors to understand needs and goals.
• Maintain knowledge of governing documents and account agreements.
• Prepare client presentations and support business development efforts.
• Build relationships with referral sources to grow the business.

Skills

Financial products

Analytical skills

Negotiation

Client relationships

Sales skills

Problem solving

Education

Bachelor's degree

Tools

Accounting systems

Job description

Northern Trust Corp. is seeking a seasoned relationship manager to support wealth management and asset servicing for high-net-worth clients in the Houston area. You will coordinate with clients and advisors, manage a book of accounts, and deliver holistic advice across banking, investment, and fiduciary services.

The role emphasizes proactive client contact, accurate documentation, and cross-functional collaboration with internal partners to identify opportunities and solutions.