Senior Relationship Advisor

Northern Trust • Houston, TX

80d

About The Position

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.

Requirements

• College or university degree &/or relevant proven work experience required.
• JD or similar credential strongly preferred.
• 12-15 years' experience as a relationship manager or attorney in trust administration, estate administration, estate planning, or related fields.
• Extensive knowledge of fiduciary and financial products and services, usually acquired through related work experience.
• Specific experience with fiduciary accounts and issues required to service complex relationships.
• Technical knowledge of investments, tax, legal, and operations usually acquired through formal education or related experience.
• Extensive knowledge of fiduciary standards, principles, and applicable laws and regulations usually acquired through training, seminars, or law school.

Nice To Haves

• Skills in negotiating, problem solving, delegating, leadership, and sales are necessary to service the client relationship.
• Leadership and organizational skills are required to determine the Business Unit's goals.
• Interprets internal/external business challenges and recommends best practices to improve products, processes or services.

Responsibilities

• Manages assigned account base of sophisticated wealth management clients by working with client service team, clients and their professional advisors to develop a thorough understanding of the client's needs and goals.
• Primarily responsible for leading client conversations for goals driven wealth management and holistic advice.
• Maintains extensive knowledge of various NT resources and utilizes fiduciary knowledge, experience, and NT resources to identify opportunities for relationship enhancement.
• Focused client service with responsiveness, diplomacy and tact; proactive client contact through written and verbal communication with suitable frequency.
• Builds and maintains extensive knowledge of NT fiduciary standards and practices, applying fiduciary knowledge and judgment to complex fiduciary relationships.
• Cultivates relationships with referral sources and external professional advisors to build the business; identifies and develops new business opportunities.
• Travels to meet with clients where appropriate considering revenue, new business opportunities, or servicing requirements.
• Teaches and mentors less experienced partners.
• Seeks continued development of fiduciary and advisory skills through training and experience.
• Uses sophisticated analytical thought to exercise judgement and identify innovative solutions.

Benefits

• Flexible and collaborative work culture.
• Encouragement for movement within the organization.
• Accessibility to senior leaders.
• Commitment to assisting the communities served.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees