Fiduciary Relationship Manager

2 days ago


Houston, Texas, United States Northern Trust Full time
About Northern Trust

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 Summary

We 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.
Requirements

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.
What We Offer

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 dynamic work environment that values flexibility and work-life balance.



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