Act as a trusted advisor and technical expert in complex individual and family client relationships for high and ultra‑high net worth clients who require sophisticated, multi‑disciplinary wealth planning. This role is responsible for the development of a comprehensive personal and financial wealth profile, identification of wealth‑related goals, and the design and implementation of integrated wealth plans. The role combines deep technical expertise with collaborative delivery of Northern Trust’s full wealth management capabilities.

• Develop a comprehensive personal and financial wealth profile for clients and their families, including identification of wealth‑related life goals, in collaboration with the Lead Relationship Manager, if applicable.
• Design and implement wealth plans integrating wealth management, wealth transfer, and tax efficiency objectives in collaboration with client professional advisors and Northern Trust partners.
• Collaborate with the Regional Wealth Advisor in the design and modeling of wealth plans for ultra‑high net worth clients, where a Regional Wealth Advisor is engaged.
• Work closely with the Portfolio Manager, Regional Wealth Advisor, Trust Advisor, Banker, and other Northern Trust professionals to implement client wealth plans.
• Monitor, review, and periodically update client wealth plans to reflect changes in goals, circumstances, and regulatory or tax environments.
• Apply advanced technical and analytical expertise to deliver customized, advice‑driven solutions aligned with client objectives.

• Actively assist in the sales process and identify opportunities to expand client relationships through the introduction of Northern Trust products and services.
• Maintain a deep understanding of Northern Trust capabilities and partner across the organization to deliver integrated wealth management solutions.
• Actively engage in the cultivation of professional advisor relationships, including attendance and participation in professional conferences and advisor networks.

• Serve as a mentor to Associate Wealth Advisors and Wealth Advisors.
• Operate independently with in‑depth knowledge of the business unit and function.
• Provide comprehensive, high‑level consulting and leadership as a subject matter expert to teams and partners.
• Carry out activities that are large in scope, cross‑functional, and technically complex.
• Balance high‑level operational execution with development and execution of strategic direction for business function activities.
• Conduct preliminary analyses and provide technical guidance for complex planning matters.
• Interact directly with committees and/or management as required.
• Strategically develop, implement, and administer programs within functional areas.

• Strong consultative orientation supported by advanced technical expertise in wealth planning and related disciplines.
• Ability to manage complex, cross‑functional initiatives while delivering high‑quality client outcomes.
• Proven leadership, mentoring, and collaboration skills across multi‑disciplinary teams.

Strong knowledge of wealth transfer planning, taxation, estate planning solutions, and wealth management products and services, typically acquired through extensive experience working with high and ultra‑high net worth individuals and families in financial services, law, or consulting. Broad‑based technical and analytical expertise in wealth planning, wealth transfer, tax, philanthropy, fiduciary practice, asset location and preservation, and related disciplines. Strong interpersonal skills and proactive consultative approach.

7–10 years of comprehensive wealth planning experience working with high and ultra‑high net worth individuals and families. Advanced educational and professional designations such as CFP, JD, MBA, or similar evidence of advanced learning and professional consulting qualifications are desired.