About Northern Trust
As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.
Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. 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.
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.
Sr Relationship Advisor
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 has primary responsibility for developing a deep understanding of each client’s goals, circumstances, and governing documents and coordinating the resources of Northern Trust to deliver integrated, advice-driven solutions.
The Senior Relationship Advisor assumes responsibility for overall client satisfaction, partnering closely with investment, banking, wealth planning, fiduciary, and other specialists to provide exceptional service, resolve issues, anticipate client needs, and deepen relationships. The position also plays an important role in developing new business, cultivating centers of influence, and mentoring less experienced colleagues.
Key Responsibilities
- Manage a portfolio of sophisticated wealth management relationships, developing a comprehensive understanding of 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.
- Translate complex financial, fiduciary, tax, investment, and planning concepts into clear, understandable client conversations.
- Lead holistic, goals-based wealth management conversations.
- Maintain strong 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 relationships with prospects, referral sources, professional advisors, and centers of influence.
- Represent Northern Trust in appropriate professional and community organizations and help showcase the firm's expertise and thought leadership.
Qualifications & Experience
- Bachelor’s degree or equivalent relevant professional experience.
- 10+ years of experience in wealth management, relationship management, personal trust, estate administration, estate planning, investment management, or related disciplines.
- Experience in working with ultra-high net worth (UHNW) clients is preferred.
- 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.
- Professional credentials such as CFP, CTFA, JD, CPWA, CPA, MBA, or similar designations are highly valued.
Salary Range:
$189,290 - 331,200 USDSalary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.
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).
Working with Us
As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. 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.
Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.
Reasonable Accommodation
Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected], or alternatively you can discuss your individual requirements with the recruiter you are working with.
Skills Required
- Bachelor's degree or equivalent relevant experience
- 7-10 years of experience in fiduciary services, personal trust, estate administration, or related fields
- Strong knowledge of fiduciary principles, financial products, and applicable laws and regulations
- Technical expertise in investments, tax, legal, and operational areas
- Strong communication, relationship management, problem-solving, negotiation, and business development skills
- Progress toward or attainment of CFP, CTFA, JD, MBA, or similar designation
Northern Trust Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Northern Trust and has not been reviewed or approved by Northern Trust.
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Retirement Support — A 401(k) with company match alongside an employer‑funded defined‑benefit pension is highlighted in employer‑verified materials and filings, setting the retirement package apart from many private employers.
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Leave & Time Off Breadth — PTO is portrayed as solid overall, and two paid volunteer days per year are clearly documented across corporate materials.
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Parental & Family Support — Company sources and postings reference paid parental and caregiver leave and recent enhancements to parental benefits, indicating meaningful family support within the package.
Northern Trust Insights
What We Do
As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families and institutions by remaining true to our enduring principles of service, expertise and integrity. A globally recognized Fortune 500 Company in continuous operation since 1889, we’ve built a legacy of empowering clients to reach their goals with confidence. Since our roots as a trust bank, we’ve grown to a global presence with more than 24,000 employees in more than 20 countries and across six core business units: Wealth Management Asset Management Asset Servicing Technology Corporate Functions Enterprise Operations Join a Team That’s Achieving Greater At Northern Trust, we refer to our employees as partners – with good reason. We understand that relationships are the key to our success. Here you’ll join a diverse and inclusive team of innovators with the drive to challenge the way things have always been done. Instead of choosing between a dynamic career and work-life balance, enjoy working with a team that supports your goals in the office and at home. We’ll help you get where you want to go without sacrificing what matters most to you. Delivering value and adhering to our enduring principles What are enduring principles? Since our founding, they have guided our strategy and success. Thanks to the dedication of our partners, Northern Trust continues to thrive by adhering to three enduring principles: service, expertise and integrity . What does this mean? Service Northern Trust has a relentless drive to provide exceptional service to our clients, our partners and our communities. We set new standards and go above and beyond in our commitment to delivering greater results. Expertise Expertise is at the core of who we are. We focus sharply on what we do well. From expanding our capabilities, to hiring talented professionals to developing innovative solutions, our expertise is why we continue to be a trusted advisor for generations of families and institutions. Integrity Operating with uncompromising ethics is central to Northern Trust’s heritage. As a result, our clients, partners and communities know they can rely on us. For more than 130 years, our integrity has been our guide – and that will never change.
Why Work With Us
At Northern Trust, we go further because we go together. We embrace flexibility, encourage balance, and prioritize inclusion at all levels, working together to keep you connected. We are committed to our employees—all 24,000 of them. Whether this is a first step or a bold new leap in your career, we’re here to help you move forward.
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