Senior Relationship Advisor

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.

SENIOR RELATIONSHIP / TRUST ADVISOR WEALTH MANAGEMENT

OH : R144750

The Senior Relationship Advisor role manages complex wealth management (high net worth (HNW) and ultra-high net worth (UHNW) client relationships and delivers high quality fiduciary and administrative services. Partner assumes primary responsibility for overall client satisfaction by collaborating with other members of the service team and appropriate NT resources to ensure timely delivery of exceptional service issue resolution effective communication of client needs to others and coordination with clients professional advisors to identify and implement advisory solutions.

• Manages assigned account base of wealth management clients by working with client service team clients and their professional advisors to develop a thorough understanding of the clients needs and goals. Exhibits clear knowledge of governing documents and account agreements depth of knowledge of fiduciary duties and applicable laws including trust and tax law estate planning techniques financial planning asset management and prudent investment principles. Pursues ongoing development of fiduciary and advisory knowledge and skills through training and experience.
• Primarily responsible for leading client conversations for life driven wealth management providing proactive advice to clients on NTs products / services emerging issues regulatory / tax changes and appropriate actions for the client. Explains complicated concepts to clients in a thoughtful way using non-technical terminology and offers advisory solutions. Maintains a working knowledge of various NT resources and utilizes fiduciary knowledge experience and NT resources to identify opportunities for relationship enhancement.
• Proactive client service with responsiveness diplomacy and tact using written and verbal communication with suitable frequency.
• Builds and maintains knowledge of NT fiduciary standards and practices applies fiduciary knowledge and judgment to fiduciary relationships. Understands and complies with internal policies processes and procedures to effect prudent risk management and judgment. Recognizes fiduciary risk issues and seeks appropriate resolution.
• Cultivates relationships with referral sources and external professional advisors to build the business; identifies and develops new business opportunities. Participates in community and professional organizations representing NT. Identifies opportunities to showcase NT expertise and thought leadership.
• Travels to meet with clients where appropriate considering revenue new business opportunities or servicing requirements.
• Teaches and mentors less experienced partners. Provides leadership on fiduciary projects and committees. Work collaboratively with internal partners and external professional advisors in identifying client needs and goals and developing advice-driven solutions for clients.
• Implements complex initiatives involving multiple disciplines and / or ambiguous issues.

The successful candidate will benefit from having the following competencies :

Salary Range : $164600 - 288000 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 :

Senior IC

Key Skills

Account Management,Attorney,Data Warehousing,Corporate Risk Management,Leaflet Distribution,Lighting

Employment Type : Full-Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 164600 - 288000