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Senior Relationship Advisor

Senior Relationship Advisor

Northern TrustHouston, TX, US
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Overview

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. 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 client's 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 Trust's 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

  • 12-15 years of experience as a fiduciary relationship manager or attorney in trust administration and / or estate planning.
  • Extensive knowledge of fiduciary principles, estate and trust law, financial planning, and investment management.
  • Bachelor's 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, 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.

    Details

  • Location : Houston, TX
  • Seniority level : Mid-Senior level
  • Employment type : Full-time
  • Job function : Other

    • J-18808-Ljbffr

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    Relationship Advisor • Houston, TX, US