Relationship Advisor, Wealth Management

New York City, NY - USA

Monthly Salary: $ 109940 - 186760

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

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.

Manages Wealth Management client relationships and ensures high-quality service. Serves as the main contact for client satisfaction working with the service team and Northern Trust resources to deliver account services resolve issues communicate client needs and build an advisory-focused relationship.

Major Duties:

Manages a designated portfolio of wealth management clients by engaging both clients and their professional advisors to thoroughly understand client objectives and needs.
Maintains broad familiarity with Advisory Practice services and offeringsincluding estate and financial planningalongside capital markets banking products asset management and prudent investment principles.
Identifies relevant issues and planning opportunities cross-sell and referral prospects and introduces specialized experts as necessary for tailored advice. Facilitates client discussions centered on life-driven wealth management proactively providing guidance on Northern Trusts products and services emerging industry issues and recommended courses of action.
Integrates technical expertise and analysis to formulate advice-based solutions for clients.
Utilizes extensive knowledge of Northern Trust resources to identify and pursue opportunities for enhancing client relationships.
Oversee all client service activities and takes a leadership role in addressing and resolving problems promptly.
Ensures compliance with internal policies processes and procedures to support prudent risk management and sound judgment; recognizes and seeks resolution for relationship risk matters as needed.
Builds relationships with referral sources and key contacts to grow business; uncovers new opportunities.
Works with internal partners and external advisors to identify client needs and create tailored solutions.

Qualifications:

At least 7 years of experience in wealth management relationship management personal trust investment management or closely related fields is required.
A bachelors degree or equivalent professional experience is required.
Superior verbal and written communication skills.
Extensive functional and industry-specific understanding of financial products and services acquired through relevant work experience.
Moderate proficiency in investments fiduciary relationships estate planning financial planning capital markets banking and operations.
High adaptability and flexibility to change.
Proficient technical skills including systems such as PeopleSoft.
Strong negotiation problem-solving delegation leadership and sales capabilities.

Salary Range:

$109940 - 186760 USD

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension) health and welfare benefits (medical dental vision spending accounts and disability) paid time off parental and caregiver leave life & accident insurance and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

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 andapply 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:

Unclear Seniority

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...