Northern Trust

Northern Trust

Senior Relationship Advisor

Dallas, TX · Senior

No sponsorship$12k-$15kDetected 4 days ago
Business DevelopmentNegotiationLeadershipCommunicationProblem SolvingTime Management

About the role

  • Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity.
  • Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).
  • Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.

Responsibilities

  • Manage an assigned account base of sophisticated wealth management clients by working closely with client service teams, clients, and their professional advisors to develop a thorough understanding of client needs and goals, while maintaining mastery of governing documents, fiduciary duties, and applicable laws.
  • Lead client conversations focused on goals-driven wealth management and holistic advice, providing proactive guidance on Northern Trust products and services, emerging issues, and regulatory or tax changes, while translating complex concepts into clear, client-friendly language.
  • Leverage extensive knowledge of Northern Trust resources, fiduciary standards, and practices to identify opportunities for relationship enhancement and deliver high-quality fiduciary service.
  • Maintain proactive and responsive client service through effective written and verbal communication, exercising strong time management, diplomacy, and tact.
  • Recognize fiduciary risk issues and apply sound judgment in compliance with internal policies, processes, and procedures to support prudent risk management.
  • Cultivate relationships with referral sources and external professional advisors to build the business, identify new opportunities, and represent Northern Trust through participation in community and professional organizations.
  • Teach and mentor less experienced partners, advise Relationship Advisors on fiduciary issues, and serve as a subject matter expert on complex fiduciary relationships.
  • Be eligible to serve as Lead Relationship Manager for all relationship types.
  • With more than 135 years of financial experience and over 24,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
  • Relationship Advisor manages complex fiduciary and wealth management client relationships and delivers high-quality fiduciary services for sophisticated clients.

Requirements

  • Typically 12-15 years of experience as a relationship manager or attorney in trust administration, estate administration, estate planning, or related fields.

Nice to have

  • College or university degree and/or equivalent professional experience required
  • JD or similar credential strongly preferred.

Compensation

  • $12k-$15k

Benefits

  • Demonstrated experience with fiduciary accounts, including technical knowledge of investments, tax, legal, and operational considerations, gained through formal education or professional experience.
  • Deep understanding of fiduciary standards, principles, and applicable laws and regulations, supported by training, seminars, or advanced education.

Company info

  • Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.

Equal opportunity

  • Reasonable Accommodation
  • If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com, or alternatively you can discuss your individual requirements with the recruiter you are working with.

Visa & Work Authorization

  • Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future.
  • Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).
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This listing is sourced directly from Northern Trust's careers page and normalized into a canonical job model.