Senior Relationship Advisor
Northern Trust, Newport Beach, CA, United States
About Northern Trust
Northern Trust, a Fortune 500 company, has been in continuous operation since 1889 and is a globally recognized, award‑winning financial institution that provides innovative financial services and guidance to the world’s most successful individuals, families, and institutions.
Major Duties
Manage an assigned account base of sophisticated wealth management clients by working with the client service team, clients and their professional advisors to develop a thorough understanding of the client’s needs and goals.
Exhibit thorough knowledge of governing documents and account agreements, fiduciary duties, applicable laws and oversight, including trust and tax law, estate planning techniques, financial planning, asset management, and prudent investment principles.
Lead client conversations focused on goal‑driven wealth management and holistic advice, providing proactive guidance on Northern Trust products, regulatory and tax changes, and appropriate client actions.
Combine technical knowledge with fact‑finding and analysis to develop advice‑driven solutions and explain complex concepts in clear, non‑technical language.
Maintain extensive knowledge of Northern Trust resources and utilize fiduciary expertise to identify opportunities for relationship enhancement.
Provide responsive, diplomatic and tactical client service, proactively contacting clients through written and verbal communication at suitable intervals and exercising excellent time‑management skills.
Apply fiduciary knowledge and judgment to complex fiduciary relationships while complying with internal policies to achieve prudent risk management, recognizing fiduciary risk issues and seeking resolution.
Cultivate relationships with referral sources and external professional advisors, build business by identifying new opportunities, and represent Northern Trust in community and professional organizations to showcase expertise and thought leadership.
Travel as needed to meet clients where appropriate for revenue, new business or servicing requirements.
Teach and mentor less‑experienced partners, advise Relationship Advisors on fiduciary issues and lead fiduciary projects and committees.
Continue to develop fiduciary and advisory skills through training and experience.
Use sophisticated analytical thinking to exercise judgment and identify innovative solutions.
Eligible to serve as LRM for all relationships.
Knowledge
Extensive knowledge of fiduciary and financial products and services, normally acquired through related work experience.
Experience with fiduciary accounts and issues required to service complex relationships, including technical knowledge of investments, tax, legal and operations.
In‑depth understanding of fiduciary standards, principles and applicable laws and regulations, usually acquired through training, seminars or law school.
Negotiation, problem‑solving, delegation, leadership and sales skills.
Leadership and organizational skills to achieve business‑unit goals.
Ability to interpret internal and external business challenges and recommend best practices for improving products, processes or services.
Experience
College or university degree and/or relevant proven work experience.
JD or a comparable credential strongly preferred.
12–15 years of experience as a relationship manager or attorney in trust administration, estate administration, estate planning or related fields.
Salary Range $189,290 – $331,200 USD
Benefits North Trust provides a comprehensive benefits package including retirement benefits (401(k) and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life and accident insurance, and other voluntary and well‑being benefits. The company also offers a discretionary bonus program that may include an equity component.
Reasonable Accommodation North 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 MyHRHelp@ntrs.com.
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Major Duties
Manage an assigned account base of sophisticated wealth management clients by working with the client service team, clients and their professional advisors to develop a thorough understanding of the client’s needs and goals.
Exhibit thorough knowledge of governing documents and account agreements, fiduciary duties, applicable laws and oversight, including trust and tax law, estate planning techniques, financial planning, asset management, and prudent investment principles.
Lead client conversations focused on goal‑driven wealth management and holistic advice, providing proactive guidance on Northern Trust products, regulatory and tax changes, and appropriate client actions.
Combine technical knowledge with fact‑finding and analysis to develop advice‑driven solutions and explain complex concepts in clear, non‑technical language.
Maintain extensive knowledge of Northern Trust resources and utilize fiduciary expertise to identify opportunities for relationship enhancement.
Provide responsive, diplomatic and tactical client service, proactively contacting clients through written and verbal communication at suitable intervals and exercising excellent time‑management skills.
Apply fiduciary knowledge and judgment to complex fiduciary relationships while complying with internal policies to achieve prudent risk management, recognizing fiduciary risk issues and seeking resolution.
Cultivate relationships with referral sources and external professional advisors, build business by identifying new opportunities, and represent Northern Trust in community and professional organizations to showcase expertise and thought leadership.
Travel as needed to meet clients where appropriate for revenue, new business or servicing requirements.
Teach and mentor less‑experienced partners, advise Relationship Advisors on fiduciary issues and lead fiduciary projects and committees.
Continue to develop fiduciary and advisory skills through training and experience.
Use sophisticated analytical thinking to exercise judgment and identify innovative solutions.
Eligible to serve as LRM for all relationships.
Knowledge
Extensive knowledge of fiduciary and financial products and services, normally acquired through related work experience.
Experience with fiduciary accounts and issues required to service complex relationships, including technical knowledge of investments, tax, legal and operations.
In‑depth understanding of fiduciary standards, principles and applicable laws and regulations, usually acquired through training, seminars or law school.
Negotiation, problem‑solving, delegation, leadership and sales skills.
Leadership and organizational skills to achieve business‑unit goals.
Ability to interpret internal and external business challenges and recommend best practices for improving products, processes or services.
Experience
College or university degree and/or relevant proven work experience.
JD or a comparable credential strongly preferred.
12–15 years of experience as a relationship manager or attorney in trust administration, estate administration, estate planning or related fields.
Salary Range $189,290 – $331,200 USD
Benefits North Trust provides a comprehensive benefits package including retirement benefits (401(k) and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life and accident insurance, and other voluntary and well‑being benefits. The company also offers a discretionary bonus program that may include an equity component.
Reasonable Accommodation North 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 MyHRHelp@ntrs.com.
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