Senior Fiduciary Relationship Manager
1 week ago
Northern Trust is a globally recognized financial institution with a rich history dating back to 1889. As a Fortune 500 company, we provide innovative financial services and guidance to the world's most successful individuals, families, and institutions.
Job SummaryWe are seeking a seasoned Senior Fiduciary Relationship Advisor to manage complex wealth management client relationships and deliver high-quality fiduciary services. The successful candidate will assume primary responsibility for overall client satisfaction, collaborating with the service team and NT resources to ensure timely delivery of fiduciary services, issue resolution, and effective communication of client needs.
Key Responsibilities- Manage assigned account base of wealth management clients, working with the client service team, clients, and their professional advisors to develop a thorough understanding of client needs and goals.
- Lead client conversations for life-driven wealth management, providing proactive advice on NT's products and services, emerging issues, regulatory changes, and suitable actions for the client.
- Focus on client service with responsiveness, diplomacy, and tact, maintaining a working knowledge of various NT resources and utilizing fiduciary knowledge to identify opportunities for relationship enhancement.
- Build and maintain knowledge of NT fiduciary standards and practices, applying fiduciary knowledge and judgment to fiduciary relationships.
- Cultivate relationships with referral sources and external professional advisors to build the business, identifying and developing new business opportunities.
- Travel to meet with clients as necessary, considering revenue, new business opportunities, or servicing requirements.
- Teach and mentor less experienced partners, providing leadership on fiduciary projects and committees.
The ideal candidate will have 7-10 years of experience as a relationship manager in trust administration, estate administration, estate planning, or related fields. Knowledge of fiduciary and financial products and services, as well as technical knowledge of investments, tax, legal, and operations, is required. Leadership and organizational skills are necessary to determine the Business Unit's goals, resources needed, and to assess and develop the skills of staff.
About Working with UsAs 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. We encourage movement within the organization, and senior leaders are accessible. Join a workplace with a greater purpose and build your career with us.
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