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 world’s 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 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

The Sr. Relationship Advisor II is responsible for managing primarily complex wealth management fiduciary and agency relationships while delivering high quality fiduciary and client services and ongoing outreach for new business. Partner assumes responsibility for overall client satisfaction as the Relationship Advisor by collaborating with the service team and appropriate NT resources to ensure timely delivery of high-quality account service, issue resolution, effective communication of client needs to partners, and development of overall advisory relationship with client. Leverages deep legal and fiduciary expertise to deliver management and oversight of complex fiduciary relationships.  Actively involved in new business efforts by cultivating COIs and ongoing involvement with prospective clients.

Major Duties:

Manages assigned account base of highly sophisticated wealth management and trust relationships by working with clients and their professional advisors to develop a thorough understanding of the clients’ needs and goals. Exhibits thorough knowledge of governing documents and account agreements. Exhibits 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. Exhibits mastery in knowledge of Advisory Practice services/offerings (including estate and financial planning), capital markets, banking products/offerings, asset management and prudent investment principles. Seeks continued development of fiduciary and advisory skills through ongoing continuing education. 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.  

Guides client conversations for goals driven wealth management and holistic advice. Provides sophisticated proactive advice to clients on NT’s products/services, emerging issues, regulatory/tax changes, and appropriate actions for the client. Combines technical expertise with fact finding and analysis to develop deep advice-driven solutions for clients. Explains complicated concepts to clients in a thoughtful way using non-technical terminology.

Actively cultivates relationships with referral sources and centers of influence 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. Regularly involved with prospect and new client opportunities.

Maintains a thorough knowledge of various NT resources and utilizes knowledge, experience and NT resources to identify opportunities for relationship enhancement.

Focused client service with responsiveness, diplomacy and tact; proactive client contact through written and verbal communication with suitable frequency. Exhibits excellent time management skills.

Uses sophisticated analytical thought to exercise judgement and identify innovative solutions.

Carries out complex initiatives involving multiple disciplines and/or ambiguous issues.

Displays a balanced, cross-functional perspective, liaising with the business to improve efficiency, effectiveness and productivity.

Teaches and mentors less experienced partners. Provides leadership on fiduciary products and committees.

Travels to meet with clients where appropriate considering revenue, new business opportunities, or servicing requirements.

Seeks continued development of fiduciary and advisory skills through training and experience.

Focus of role is on execution of strategic direction of business function activities.

Knowledge:

Extensive knowledge of fiduciary standards, principles, and applicable laws and regulations usually acquired through training, seminars, or continuing education seminars is required to administer accounts Extensive knowledge of financial products and services, usually acquired through related work experience, is required to manage complex client accountsExtensive technical knowledge of investments, tax, legal, and operations usually acquired through formal education or related experience is required to service clientsSkills in negotiating, problem solving, delegating, leadership, and sales are necessary to service the client relationshipInterprets internal/external business challenges and recommends best practices to improve products, processes or servicesLeadership and organizational skills are required to determine the Business Unit's goals, resources needed, and to assess and develop the skills of staff.

Experience:

A College or University degree and advanced degree (JD, MBA, CPA) is required. Advanced certification (CFP, CPWA) strongly preferred.A minimum of 12-15 years of experience in trust administration, estate administration, estate planning, relationship management, or related fields is 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.

We’d love to learn more about how your interests and experience could be a fit with one of the world’s 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 MyHRHelp@ntrs.com.

We hope you’re 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.