About Northern Trust:

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.

Position Summary:

The Relationship Advisor manages fiduciary and agency client relationships while delivering high-quality fiduciary services. This role holds primary responsibility for ensuring overall client satisfaction through collaborative work with the service team, leveraging Northern Trust resources to deliver timely, accurate, and compliant fiduciary support. The Relationship Advisor addresses client needs, resolves issues, and serves as a trusted advisor while managing both assigned relationships and acting in the background for fiduciary accounts without a designated fiduciary lead.

Key Responsibilities:Manages a portfolio of wealth management clients, developing a deep understanding of client needs and goals in collaboration with clients and their advisors.Exhibits expertise in governing documents, fiduciary duties, trust and tax law, estate planning, financial planning, and prudent investment principles.Leads client conversations around goals-based wealth management and holistic advisory solutions, communicating complex topics in non-technical terms.Provides proactive guidance on Northern Trust products, regulatory/tax changes, and appropriate strategies to address evolving client needs.Utilizes internal fiduciary resources and expertise to identify opportunities for relationship growth and improved client outcomes.Delivers responsive and tactful client service through clear written and verbal communication, exhibiting strong time management skills.Applies sound fiduciary judgment and Northern Trust standards in managing risk, ensuring compliance with internal procedures and external regulations.Cultivates business development by maintaining and expanding relationships with referral sources and centers of influence.Serves as a mentor and subject matter expert, guiding Relationship Advisors and junior partners on fiduciary matters and best practices.Travels to meet with clients when appropriate to support relationship development, business growth, or servicing needs.Actively pursues professional development to deepen fiduciary and advisory skills.Uses sound judgment to analyze multiple inputs and determine appropriate client solutions.Eligible to serve as LRM in Private Client Advisory (PCA) and Private Client Services (PCS).

Required Knowledge, Skills & Abilities:Strong knowledge of fiduciary and financial products and services acquired through related work experience.Technical understanding of investments, tax, legal, and operations gained through formal education or relevant experience.Thorough knowledge of fiduciary principles, standards, and laws/regulations necessary to effectively administer trust accounts.Well-developed skills in negotiation, problem-solving, delegation, leadership, and relationship management.Excellent communication skills and the ability to explain complex or sensitive topics to clients and stakeholders.Strong judgment and the ability to build consensus while working collaboratively across teams.

Experience & Education:Bachelor’s degree or equivalent combination of education and work experience required.7–10 years of experience in fiduciary servicing, personal trust, estate administration, or a closely related field.

Working with Us:

As a Northern Trust partner, greater achievements await. 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.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.

We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater

Reasonable accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.

We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.