Sr. Relationship Advisor

Northern Trust•New York, NY

About The Position

The Sr. Relationship Advisor is a senior, client-facing professional responsible for managing sophisticated wealth management relationships and serving as a trusted advisor to clients and their families. The role develops a deep understanding of each client’s goals, circumstances, and governing documents, then coordinates Northern Trust resources to deliver integrated, advice-driven solutions. The Senior Relationship Advisor is accountable for overall client satisfaction and partners with investment, banking, wealth planning, fiduciary, and other specialists to provide exceptional service, resolve issues, anticipate client needs, and deepen relationships. The position also contributes to new business development, cultivates centers of influence, represents the firm in professional and community organizations, and mentors less experienced colleagues.

Requirements

Bachelor’s degree or equivalent relevant professional experience.
At least 10 years of experience in wealth management, relationship management, personal trust, estate administration, estate planning, investment management, or related disciplines.
Strong knowledge of fiduciary principles, financial products, and applicable laws and regulations.
Working technical knowledge across investments, tax, legal, fiduciary, and operational matters.
Demonstrated ability to develop trusted client relationships, solve complex problems, exercise sound judgment, and communicate sophisticated concepts clearly.
Strong interpersonal, communication, organization, negotiation, and business-development skills.
Applicants must be authorized to work in the U.S. without employment-based visa sponsorship now or in the future.

Nice To Haves

Experience working with ultra-high-net-worth (UHNW) clients.
Professional credentials such as CFP, CTFA, JD, CPWA, CPA, MBA, or similar designations.

Responsibilities

Manage a portfolio of sophisticated wealth management relationships and understand clients’ financial circumstances, family dynamics, goals, and priorities.
Serve as a primary point of contact and trusted advisor, coordinating the broader client service team and Northern Trust resources.
Deliver proactive, responsive service with sound judgment, diplomacy, and professionalism.
Build strong relationships with clients’ attorneys, accountants, family office professionals, and other external advisors.
Explain complex financial, fiduciary, tax, investment, and planning concepts clearly to clients.
Lead holistic, goals-based wealth management conversations.
Maintain knowledge of wealth planning, estate and financial planning, investments, banking, capital markets, and fiduciary matters.
Understand governing documents, account agreements, fiduciary responsibilities, and applicable trust and tax considerations.
Apply established fiduciary standards, policies, and processes in overseeing client relationships.
Recognize potential fiduciary and relationship risks and engage appropriate internal resources to resolve issues.
Identify opportunities to deepen existing relationships and introduce Northern Trust capabilities.
Develop new business through prospects, referral sources, professional advisors, and centers of influence.
Represent Northern Trust in appropriate professional and community organizations and showcase the firm’s expertise and thought leadership.
Mentor less experienced colleagues.