Sr Fiduciary Officer

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.

Overview

The Senior Fiduciary Officer serving as Senior Relationship Advisor is responsible for the delivery of comprehensive fiduciary wealth management services to complex client relationships while also serving as a senior fiduciary leader for the region. This role combines primary relationship management responsibilities with regional fiduciary oversight risk management and advisory leadership ensuring alignment with Northern Trust fiduciary standards regulatory requirements and strategic objectives.

What Youll Do

Client & Relationship Management (Senior Relationship Advisor)

• Manage an assigned account base of wealth management clients by working in partnership with client service teams clients and their professional advisors to develop a thorough understanding of client needs and goals.
• Deliver responsive proactive and clientfocused service with appropriate frequency through written and verbal communication exercising diplomacy tact and sound judgment.
• Lead client conversations under the Goals Driven Wealth Management framework providing proactive advice related to Northern Trust products and services emerging planning considerations and regulatory or tax changes.
• Combine technical expertise with factfinding and analysis to develop advicedriven customized solutions that address client objectives.
• Explain complex fiduciary trust tax investment and planning concepts clearly and effectively using nontechnical language.
• Maintain a working knowledge of Northern Trust resources and partner as appropriate to identify opportunities to enhance and deepen client relationships.

Fiduciary Expertise & Risk Management

• Demonstrate deep knowledge of governing documents account agreements fiduciary duties and applicable laws including trust and tax law estate planning techniques prudent investment principles asset management and financial planning.
• Apply fiduciary judgment and Northern Trust fiduciary standards to administer accounts prudently while identifying escalating and resolving fiduciary and risk matters appropriately.
• Adhere to internal policies processes and procedures to ensure effective risk management and compliance with regulatory and fiduciary requirements.
• Pursue continued development of fiduciary and advisory expertise through training and experience.

Regional Fiduciary Leadership (Senior Fiduciary Officer)

• Provide regional oversight of fiduciary compliance and risk matters including ongoing monitoring consultation and resolution.
• Serve as a resource to Relationship Advisors on daytoday fiduciary trust administration risk management and compliance matters including aspects of Goals Driven Wealth Management implementation.
• Engage trust counsel and Regional CFO and Advisory Practice Leader as appropriate on fiduciary and risk matters.
• Support implementation of national initiatives and programs and provide fiduciary expertise in business development efforts.
• Participate in hiring processes for Relationship Advisors and contribute input to performance compensation and development discussions with a focus on fiduciary expertise and adherence to best practices.
• Participate as requested on fiduciary oversight committees including account acceptance and discretionary action committees.
• Maintain a balanced crossfunctional perspective across disciplines and regions to reduce risk and improve operational effectiveness.

Leadership & Business Development

• Contribute to the development of fiduciary strategic plans establishing goals and priorities aligned with business unit direction and ensuring execution of objectives.
• Provide leadership and guidance to staff fostering an environment that promotes collaboration teamwork communication and employee development.
• Cultivate relationships with referral sources and centers of influence to support new business development.
• Represent Northern Trust in community and professional organizations identifying opportunities to showcase fiduciary expertise and thought leadership.

What Will Make You Successful in the Role

• Strong fiduciary judgment combined with advanced relationship management and advisory skills.
• Ability to lead complex client conversations and regional fiduciary initiatives with credibility and influence.
• Demonstrated leadership communication and organizational skills across client advisor and risk stakeholders.
• High degree of professionalism adaptability and accountability in a regulated fiduciary environment.

Knowledge

• Broad knowledge of fiduciary and financial products and services typically acquired through substantial related experience required to manage complex client relationships.
• Technical knowledge of investments tax legal and operational considerations generally acquired through formal education or relevant experience.
• Thorough understanding of fiduciary standards principles and applicable laws and regulations developed through experience training seminars or formal legal education.
• Proven skills in negotiation problem resolution delegation and leadership.
• Strong organizational and leadership capabilities to establish priorities allocate resources and assess and develop staff.

Experience

• Minimum of 10 years of experience as a lead relationship manager in trust administration estate administration estate planning or related fiduciary disciplines.
• Legal background or commensurate fiduciary experience strongly preferred.

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.