Wealth Relationship Advisor for UHNW Clients

Northern Trust; Winnetka (IL); On-site; USD 115,000 - 195,000; Full time

Benefits offered by this job

Discretionary bonus program

Inclusive workplace culture

Job summary

Northern Trust is seeking a Relationship Advisor for our Private Client Advisory team in the United States. You will manage complex relationships, deliver fiduciary and administrative services, and coordinate with clients’ advisors to implement advisory solutions, ensuring exceptional service and client satisfaction.

You will lead high-level discussions, provide proactive guidance on NT products, and mentor staff while traveling as needed to deepen client relationships and expand the business

Qualifications

• 7–10 years’ experience as a relationship manager in trust administration, estate administration, estate planning, or related fields.
• Experience with high net worth (HNW) and ultra-high net worth (UHNW) clients preferred.
• Ability to manage a complex portfolio of over a million and/or billion in AUM.
• Knowledge of fiduciary standards, powers, and applicable laws.
• Leadership and mentoring capabilities; strong negotiation and sales skills.

Responsibilities

• Lead client conversations for life-driven wealth management and provide proactive advice on NT’s products and regulatory changes.
• Explain complex concepts in non-technical terms and develop advisory solutions for clients.
• Maintain fiduciary standards knowledge and apply prudent risk management.
• Build relationships with referral sources and external advisors to expand business.
• Travel to meet clients as needed; collaborate with internal partners and external advisors.
• Mentor less experienced partners and lead fiduciary projects and committees.
• Drive complex initiatives across multiple disciplines and ensure timely client service.

Job description

Northern Trust is seeking a Relationship Advisor for our Private Client Advisory team in the United States. You will manage complex relationships, deliver fiduciary and administrative services, and coordinate with clients’ advisors to implement advisory solutions, ensuring exceptional service and client satisfaction.

You will lead high-level discussions, provide proactive guidance on NT products, and mentor staff while traveling as needed to deepen client relationships and expand the business