Fiduciary Relationship Manager
2 days ago
Northern Trust is a leading global financial institution with a rich history dating back to 1889. As a Fortune 500 company, we have established ourselves as a trusted partner for individuals, families, and institutions seeking innovative financial solutions.
Job SummaryWe are seeking a seasoned Fiduciary Relationship Manager to join our team. In this role, you will be responsible for managing a portfolio of high-net-worth clients, providing expert guidance on fiduciary duties, trust and tax law, estate planning, and asset management.
Key Responsibilities- Develop and maintain strong relationships with clients, understanding their unique needs and goals.
- Provide proactive advice on Northern Trust's products and services, emerging issues, and regulatory changes.
- Collaborate with internal partners and external advisors to identify client needs and develop tailored solutions.
- Stay up-to-date with industry developments and best practices, applying knowledge to enhance client relationships and drive business growth.
- Travel to meet with clients, as needed, to build relationships and identify new business opportunities.
To be successful in this role, you will need:
- 7-10 years of experience in trust administration, estate administration, or a related field.
- Strong knowledge of fiduciary standards, principles, and applicable laws and regulations.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Leadership and organizational skills, with the ability to determine business goals and assess staff skills.
As a Northern Trust partner, you will have the opportunity to work with a talented team of professionals, develop your skills and expertise, and contribute to the success of a leading financial institution. We offer a competitive compensation package, comprehensive benefits, and a collaborative work environment that values diversity, equity, and inclusion.
We are committed to creating a workplace where everyone feels valued, respected, and empowered to succeed. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.
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