Wealth Relationship Advisor

Northern Trust; Lake Forest (IL); On-site; USD 99,600 - 169,200; Full time

Job summary

Northern Trust is seeking an Associate Relationship Advisor in the United States to manage select wealth management client relationships, coordinate service delivery, and collaborate with internal teams for timely, high-quality outcomes.

Under supervision, you will support account management, advisory services, and fiduciary considerations, building trusted advisor relationships with clients and their advisers. This role emphasizes service excellence and growth opportunities.

Qualifications

• Knowledge of financial products, operations and accounting systems.
• General business knowledge to oversee client transactions and understand key drivers.
• Developing knowledge of investments, advisory services, estate planning and capital markets.

Responsibilities

• Coordinates account management and ensures prompt execution and follow-up with clients and partners.
• Manages wealth management client bases, understanding needs and goals, and communicates governed documents and advisory services.

Skills

Client relationships

Wealth planning

Communication

Analytical skills

Negotiation

Sales

Time management

Education

College or university degree

3-5 years in asset servicing / relationship management

Job description

Northern Trust is seeking an Associate Relationship Advisor in the United States to manage select wealth management client relationships, coordinate service delivery, and collaborate with internal teams for timely, high-quality outcomes.

Under supervision, you will support account management, advisory services, and fiduciary considerations, building trusted advisor relationships with clients and their advisers. This role emphasizes service excellence and growth opportunities.