Senior Fiduciary Relationship Advisor
Senior Fiduciary Relationship Advisor
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Salary Not Disclosed
1 Vacancy
Job Description
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 worlds 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 22000 partners we serve the worlds most sophisticated clients using leading technology and exceptional service.
The Senior Fiduciary Relationship Advisor serves as a trusted advisor to high-net-worth clients delivering comprehensive fiduciary services and managing complex relationships. This role is responsible for overall client satisfaction coordinating a team-based approach to service delivery and leveraging Northern Trust resources to provide customized solutions. The advisor partners closely with internal and external professionals to ensure fiduciary needs are met while deepening client relationships through proactive guidance.
Key Responsibilities
- Manage a portfolio of high-net-worth fiduciary relationships by understanding each clients goals needs and governing documents.
- Lead client conversations centered on life-driven wealth management and provide proactive advice-based recommendations.
- Interpret complex fiduciary and estate planning concepts using clear client-friendly language.
- Ensure consistent timely communication and issue resolution across all client interactions.
- Apply sound fiduciary judgment and adhere to internal policies legal requirements and risk management standards.
- Identify opportunities to expand relationships and provide tailored advice using Northern Trusts capabilities and network.
- Develop and maintain relationships with referral sources and centers of influence; actively participate in community and professional organizations.
- Mentor junior staff and lead fiduciary initiatives or projects as needed.
- Travel to client meetings based on business needs and relationship complexity.
- Execute strategic business initiatives involving multiple stakeholders or disciplines.
Qualifications
- Minimum 10 years of experience as a fiduciary relationship manager trust officer or estate planning advisor.
- Extensive knowledge of fiduciary principles estate and trust law financial planning and investment management.
- Bachelors degree required; JD CTFA CFP or other advanced certification preferred.
- Proven ability to navigate complex client situations and develop long-term advisory solutions.
- Strong negotiation leadership and interpersonal communication skills.
- Experience working collaboratively with internal teams and external professional advisors.
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.
Wed love to learn more about how your interests and experience could be a fit with one of the worlds most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
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 .
We hope youre 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.
Required Experience:
Senior IC
Employment Type
Full-Time
