Senior Fiduciary Officer

Overview

The Senior Fiduciary Officer serves as a Senior Relationship Advisor, responsible for delivering comprehensive fiduciary wealth management services to complex client relationships while also leading fiduciary oversight for the region.
Client & Relationship Management (Senior Relationship Advisor)

Manage an assigned account base of wealth management clients by working in partnership with client service teams, clients, and their professional advisors to develop a thorough understanding of client needs and goals.
Deliver responsive, proactive, and client‑focused service with appropriate frequency through written and verbal communication, exercising diplomacy, tact, and sound judgment.
Lead client conversations under the Goals Driven Wealth Management framework, providing proactive advice related to Northern Trust products and services, emerging planning considerations, and regulatory or tax changes.
Combine technical expertise with fact‑finding and analysis to develop advice‑driven, customized solutions that address client objectives.
Explain complex fiduciary, trust, tax, investment, and planning concepts clearly and effectively using non‑technical language.
Maintain a working knowledge of Northern Trust resources and partner as appropriate to identify opportunities to enhance and deepen client relationships.
Fiduciary Expertise & Risk Management

Demonstrate deep knowledge of governing documents, account agreements, fiduciary duties, and applicable laws, including trust and tax law, estate planning techniques, prudent investment principles, asset management, and financial planning.
Apply fiduciary judgment and Northern Trust fiduciary standards to administer accounts prudently while identifying, escalating, and resolving fiduciary and risk matters appropriately.
Adhere to internal policies, processes, and procedures to ensure effective risk management and compliance with regulatory and fiduciary requirements.
Pursue continued development of fiduciary and advisory expertise through training and experience.
Regional Fiduciary Leadership (Senior Fiduciary Officer)

Provide regional oversight of fiduciary, compliance, and risk matters, including ongoing monitoring, consultation, and resolution.
Serve as a resource to Relationship Advisors on day‑to‑day fiduciary, trust administration, risk management, and compliance matters, including aspects of Goals Driven Wealth Management implementation.
Engage trust counsel and Regional CFO and Advisory Practice Leader, as appropriate, on fiduciary and risk matters.
Support implementation of national initiatives and programs and provide fiduciary expertise in business development efforts.
Participate in hiring processes for Relationship Advisors and contribute input to performance, compensation, and development discussions, with a focus on fiduciary expertise and adherence to best practices.
Participate, as requested, on fiduciary oversight committees, including account acceptance and discretionary action committees.
Maintain a balanced, cross‑functional perspective across disciplines and regions to reduce risk and improve operational effectiveness.
Leadership & Business Development

Contribute to the development of fiduciary strategic plans, establishing goals and priorities aligned with business unit direction and ensuring execution of objectives.
Provide leadership and guidance to staff, fostering an environment that promotes collaboration, teamwork, communication, and employee development.
Cultivate relationships with referral sources and centers of influence to support new business development.
Represent Northern Trust in community and professional organizations, identifying opportunities to showcase fiduciary expertise and thought leadership.
What Will Make You Successful in the Role

Strong fiduciary judgment combined with advanced relationship management and advisory skills.
Ability to lead complex client conversations and regional fiduciary initiatives with credibility and influence.
Demonstrated leadership, communication, and organizational skills across client, advisor, and risk stakeholders.
High degree of professionalism, adaptability, and accountability in a regulated fiduciary environment.
Knowledge

Broad knowledge of fiduciary and financial products and services, typically acquired through substantial related experience, required to manage complex client relationships.
Technical knowledge of investments, tax, legal, and operational considerations, generally acquired through formal education or relevant experience.
Thorough understanding of fiduciary standards, principles, and applicable laws and regulations, developed through experience, training, seminars, or formal legal education.
Proven skills in negotiation, problem resolution, delegation, and leadership.
Strong organizational and leadership capabilities to establish priorities, allocate resources, and assess and develop staff.
Experience

Minimum of 10 years of experience as a lead relationship manager in trust administration, estate administration, estate planning, or related fiduciary disciplines.
Legal background or commensurate fiduciary experience strongly preferred.
Work Authorization

Applicants must be authorized to work in the U.S. 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, E3, H‑1B1, F‑1, J‑1, OPT, CPT or any other employment‑based visa).
Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com, or alternatively you can discuss your individual requirements with the recruiter you are working with.
EEO Statements

APAC/INDIA EEO STATEMENT It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non‑discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.
Canada EEO STATEMENT Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance.
EMEA EEO STATEMENT It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non‑discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.
USA EEO STATEMENT It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status.

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