Northern Trust

Sr Relationship Advisor

Northern Trust$100K — $120K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7-10 years of experience in fiduciary servicing, personal trust, estate administration or related fields.
  • Bachelor's degree or relevant proven work experience.
  • Expertise in fiduciary standards, applicable laws, and financial products/services acquired through formal education or training.
  • Proficient in negotiation, problem solving, leadership, and sales skills.
  • Strong ability to simplify complex information for clients.

Responsibilities

  • Manage a portfolio of wealth management clients and their advisors to address needs and goals.
  • Provide proactive, advice-driven solutions to clients regarding NT's offerings and regulatory changes.
  • Utilize NT resources and fiduciary knowledge to enhance client relationships and identify new opportunities.
  • Maintain excellent client communication and time management skills in service delivery.
  • Teach and mentor junior partners and advisors on fiduciary issues and solutions.
  • Develop and cultivate relationships with referral sources to expand business.
  • Continuously improve fiduciary and advisory skills through training and experience.

Benefits

  • Flexible and collaborative work culture
  • Opportunities for movement within the organization
  • Accessible senior leadership
  • Commitment to community assistance and social responsibility
  • Inclusive workplace with focus on flexibility for employees
Full Job Description
Sr Relationship Advisor

The Sr Relationship Advisor manages fiduciary and agency client relationships, serving as the fiduciary specialist responsible for overall client satisfaction. This role partners with internal teams and utilizes Northern Trust (NT) 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 relevant 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 NT 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 escalate fiduciary risks as appropriate.


  • Develop new business by cultivating relationships with referral sources and centers of influence. Represent NT 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


Experience

  • 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

About Northern Trust

Northern Trust is a global leader in delivering innovative investment management, asset and fund administration, and fiduciary and banking solutions to corporations, institutions, and affluent individuals. They have evolved with the changing needs of their clients and their world.

Northern Trust Careers

Joining Northern Trust means becoming part of a global financial services institution that is dedicated to providing expert guidance and innovative solutions to its clients. At Northern Trust, we pride ourselves on fostering a culture of leadership, diversity, and innovation, which makes us a premier destination for career growth in the financial industry.

Work You’ll Do

At Northern Trust, you will collaborate with some of the most talented professionals in the financial sector. Our team is committed to excellence and equipped with a diverse range of skills that contribute to our dynamic environment. Here, you will have the opportunity to lead projects that transform our services and drive significant value for our clients across the globe.

Explore Job Opportunities and Internships

Whether you are starting your career or looking to make a significant impact in the financial industry, Northern Trust offers a variety of job opportunities and internships that will help you achieve your professional goals. From entry-level positions to leadership roles, our company is actively hiring individuals who are passionate, curious, and driven to excel.

Innovative Work

Northern Trust is at the forefront of financial innovation. Our employees are encouraged to think creatively and leverage cutting-edge technologies to solve complex problems. By joining our team, you will work on pioneering solutions that redefine the standards of financial services.

Be Part of a Great Team

Our team at Northern Trust is more than just a group of employees – we are a community. We value collaboration, and our culture is built on mutual respect and a commitment to diversity and inclusion. Working with us, you will experience a supportive network that is passionate about sharing knowledge and ideas.

Future-Proof Your Career

Northern Trust is dedicated to your professional development. We offer comprehensive benefits, diversity training, and numerous resources to help you grow your career. With our support, you can expand your skills, gain valuable experience, and achieve professional certifications that will enhance your career trajectory.

Stay Connected

Join Our Team

Discover the perfect role for you at Northern Trust by exploring our current job openings that match your skills and interests. We are looking for professionals who are solution-driven and eager to contribute to our legacy of financial excellence.

Keep Up to Date

Stay informed with the latest career tips, industry insights, and professional growth opportunities—all available through our careers blog. At Northern Trust, we ensure that our team members are always ahead in the industry.

Job Alert Emails

Customize your experience by subscribing to job alerts and insider tips tailored to your preferences. At Northern Trust, exciting and rewarding opportunities are always on the horizon, and we are eager to see where your talents can take us. Join Northern Trust today and be part of a company that values innovation, leadership, and a diverse and inclusive workplace. Here, every position is a chance to contribute to something bigger and to turn your job into a meaningful career.
Learn more about Northern Trust
Size
21,100 employees
Market Cap
$18.1 billion
Industry
Net Income
$1.2 billion
Founded
1889
5 Year Trend
+4.9%
Revenue
$6.1 billion
NASDAQ

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