About Northern Trust:

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Relationship Advisor

The Relationship Advisor manages fiduciary and agency client relationships and delivers fiduciary services. This role is accountable for overall client satisfaction by coordinating with the service team and leveraging Northern Trust (NT) resources to ensure timely execution, issue resolution, and clear communication.

This partner manages fiduciary relationships in accordance with fiduciary duties, client needs, and internal procedures, and may also support various fiduciary accounts as a Fiduciary Specialist when a Relationship Advisor is not assigned.

What You’ll Do

• Manage an assigned book of wealth management clients; partner with clients and their professional advisors to understand goals and needs.
• Demonstrate knowledge of governing documents and account agreements, fiduciary duties, and applicable laws/oversight (including trust and tax law), estate planning techniques, financial planning, asset management, and prudent investment principles.
• Lead goals-driven client conversations and deliver holistic advice.
• Provide proactive guidance on NT products/services, emerging issues, regulatory/tax changes, and recommended client actions.
• Translate complex concepts into clear, non-technical language for clients.
• Maintain working knowledge of NT resources; apply fiduciary expertise to enhance relationships and identify opportunities.
• Deliver responsive client service with diplomacy and tact; maintain proactive written and verbal communication at an appropriate frequency and manage time effectively.
• Apply NT fiduciary standards, practices, and sound judgment; comply with internal policies, processes, and procedures to support prudent risk management and issue escalation/resolution.
• Cultivate referral sources and centers of influence; identify and develop new business opportunities; represent NT in community and professional organizations.
• Mentor less experienced partners; advise Relationship Advisors on fiduciary issues and serve as a fiduciary resource.
• Travel to meet with clients as appropriate based on revenue, new business opportunities, and servicing requirements.
• Pursue continued development of fiduciary and advisory skills through training and experience.
• Exercise judgment based on analysis of multiple sources of information.
• Eligible to serve as Lead Relationship Manager in Private Client Advisory and Private Client Services.

What Will Make You Successful in the Role

• Knowledge of fiduciary and financial products and services, typically gained through relevant work experience, required to manage client accounts.

• Technical knowledge of investments, tax, legal, and operations, typically gained through formal education and/or relevant experience, required to service clients.

• Knowledge of fiduciary standards, principles, and applicable laws and regulations, typically gained through training and continuing education, required to administer accounts.

• Skills in negotiation, problem solving, delegation, leadership, and business development required to service and grow the client relationship.

• Ability to explain difficult or sensitive information and build consensus.

• Bachelor’s degree and/or equivalent relevant experience.

• 7–10 years of experience in fiduciary servicing, personal trust, estate administration, or related fields.

Preferred

• Progress toward or attainment of professional designations such as CTFA, MBA, JD or similar advanced credentials.

Working with Us:

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.

We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #Made For Greater

Reasonable accommodation

Northern 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.

We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.