Relationship Advisor

About Northern Trust

Northern Trust is a global leader in wealth management, asset servicing, asset management and banking services, dedicated to guiding successful individuals, families, corporations and institutions through ethical and professional practices.
Role Overview

The Relationship Advisor manages fiduciary and agency client relationships, ensuring client satisfaction through collaborative work with the service team and delivering timely, accurate, and compliant fiduciary support.
Key Responsibilities

Manage a portfolio of wealth management clients, developing a deep understanding of client needs and goals in collaboration with clients and their advisors.
Exhibit expertise in governing documents, fiduciary duties, trust and tax law, estate planning, financial planning, and prudent investment principles.
Lead client conversations around goals‑based wealth management and holistic advisory solutions, communicating complex topics in non‑technical terms.
Provide proactive guidance on Northern Trust products, regulatory/tax changes, and appropriate strategies to address evolving client needs.
Utilize internal fiduciary resources and expertise to identify opportunities for relationship growth and improved client outcomes.
Deliver responsive and tactful client service through clear written and verbal communication, exhibiting strong time‑management skills.
Apply sound fiduciary judgment and Northern Trust standards in managing risk, ensuring compliance with internal procedures and external regulations.
Cultivate business development by maintaining and expanding relationships with referral sources and centers of influence.
Serve as a mentor and subject‑matter expert, guiding Relationship Advisors and junior partners on fiduciary matters and best practices.
Travel to meet with clients when appropriate to support relationship development, business growth, or servicing needs.
Actively pursue professional development to deepen fiduciary and advisory skills.
Use sound judgment to analyze multiple inputs and determine appropriate client solutions.
Eligible to serve as LRM in Private Client Advisory (PCA) and Private Client Services (PCS).
Required Knowledge, Skills & Abilities

Strong knowledge of fiduciary and financial products and services acquired through related work experience.
Technical understanding of investments, tax, legal, and operations gained through formal education or relevant experience.
Thorough knowledge of fiduciary principles, standards, and laws/regulations necessary to effectively administer trust accounts.
Well‑developed skills in negotiation, problem‑solving, delegation, leadership, and relationship management.
Excellent communication skills and the ability to explain complex or sensitive topics to clients and stakeholders.
Strong judgment and the ability to build consensus while working collaboratively across teams.
Experience & Education

Bachelor’s degree or equivalent combination of education and work experience required.
7–10 years of experience in fiduciary servicing, personal trust, estate administration, or a closely related field.
Applicants must be authorized to work in the U.S. without the need for employment‑based visa sponsorship now or in the future.
EEO & Reasonable Accommodation Statement

Northern Trust is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex, national origin, disability, or any other characteristic protected by law. We are committed to providing reasonable accommodations to qualified individuals with disabilities and to fostering a diverse and inclusive workplace.

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