Sr Relationship Advisor

About Northern Trust

Northern Trust (Nasdaq: NTRS) is a global leader in wealth management, asset servicing, asset management and banking services. With more than 135 years of financial experience and over 24,000 partners, we serve sophisticated clients worldwide using leading technology and exceptional service.
Sr Relationship Advisor

The Sr Relationship Advisor manages fiduciary and agency client relationships, acting as the fiduciary specialist responsible for overall client satisfaction. The role partners with internal teams and utilizes Northern Trust resources to deliver high‑quality service, resolve issues, communicate client needs, and develop advisory relationships. The Trust Advisor also supports fiduciary accounts not directly assigned to a primary advisor.
Key Responsibilities

Manage a portfolio of wealth management clients by developing a thorough understanding of client needs, goals, and governing documents.
Apply fiduciary expertise, including trust, tax, estate planning, financial planning, and investment principles.
Provide holistic, goals‑based advice and proactively guide clients on products, services, regulatory changes, and appropriate actions.
Translate complex concepts into clear, client‑friendly communication.
Deliver responsive, high‑quality client service, maintaining proactive communication and strong relationship management with professionalism, diplomacy, and sound judgment.
Leverage Northern Trust resources and cross‑functional partnerships to enhance client relationships, identify opportunities, and provide advice‑driven solutions.
Apply fiduciary standards, policies, and procedures to ensure prudent risk management.
Identify and elevate fiduciary risks as appropriate.
Develop new business by cultivating relationships with referral sources and centers of influence.
Represent Northern Trust in community and professional organizations.
Mentor and support less experienced partners and serve as a fiduciary resource for Relationship Advisors.
Travel to meet with clients as needed based on servicing requirements and business opportunities.
Pursue ongoing professional development to strengthen fiduciary and advisory expertise.
Exercise sound judgment in decision‑making based on analysis of multiple information sources.
Eligible to serve as Lead Relationship Manager in Private Client Advisory and Private Client Services.
Qualifications

Strong knowledge of fiduciary principles, financial products, and applicable laws and regulations.
Technical expertise in investments, tax, legal, and operational areas.
Ability to communicate complex or sensitive information clearly and build consensus.
Demonstrated skills in relationship management, problem solving, negotiation, and business development.
Bachelor’s degree or equivalent relevant experience.
7–10 years of experience in fiduciary services, including personal trust, estate administration, or related fields.
Preferred progress toward or attainment of professional designations such as CFP, CTFA, JD, MBA, or similar.
Work Authorization

Applicants must be authorized to work in the United States without the need for employment‑based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H‑1B, L‑1, TN, O‑1, E‑3, H‑1B1, F‑1, J‑1, OPT, CPT or any other employment‑based visa).
EEO Statement

Northern Trust is an equal opportunity employer. We provide equal employment opportunities to all employees and applicants, and make employment decisions without regard to race, color, religion, ethnicity, gender, sexual orientation, disability, age, or any other protected status. Northern Trust is committed to creating a diverse and inclusive workplace.

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