Northern Trust · 4 months ago
Sr. Relationship Advisor
Newport Beach, CA
Full-time
Onsite
Senior Level, Lead/Staff
$189K/yr - $331K/yr
12+ years expNorthern Trust is a globally recognized financial institution that provides innovative financial services and guidance to successful clients. The Sr. Relationship Advisor is responsible for managing a portfolio of wealth management clients, providing holistic advice, and leading client conversations while ensuring compliance with fiduciary standards.
BankingFinanceFinancial ServicesWealth Management
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. Exhibits thorough knowledge of governing documents and account agreements. Exhibits mastery of fiduciary duties, applicable laws and oversight, including trust and tax law, estate planning techniques, financial planning, asset management and prudent investment principles
Primarily responsible for leading client conversations for goals driven wealth management and holistic advice. Provides proactive advice to clients on NT’s products/services, emerging issues, regulatory/tax changes, and appropriate actions for the client. Combines technical knowledge with fact finding and analysis to develop advice-driven solutions for clients. Explains complicated concepts to clients in a thoughtful way using non-technical terminology
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. Exhibits excellent time management skills
Builds and maintains extensive knowledge of NT fiduciary standards and practices, applying fiduciary knowledge and judgment to complex fiduciary relationships. Understands and complies with internal policies, processes and procedures to effect prudent risk management and judgment. Recognizes fiduciary risk issues and seeks appropriate resolution
Cultivates relationships with referral sources and external professional advisors to build the business; identifies and develops new business opportunities. Participates in community and professional organizations representing NT. Identifies opportunities to showcase NT expertise and thought leadership
Travels to meet with clients where appropriate considering revenue, new business opportunities, or servicing requirements
Teaches and mentors less experienced partners. Advises Relationship Advisors on fiduciary issues and serves as subject matter expert on fiduciary relationships managed by Relationship Advisors. Provides leadership on fiduciary projects and committees
Seeks continued development of fiduciary and advisory skills through training and experience
Uses sophisticated analytical thought to exercise judgement and identify innovative solutions
Eligible to serve as LRM for all relationships
Qualification
Required
Extensive knowledge of fiduciary and financial products and services, usually acquired through related work experience, is required to manage client accounts
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 is required to service clients
Extensive knowledge of fiduciary standards, principles, and applicable laws and regulations usually acquired through training, seminars, or law school is required to administer accounts
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
College or university degree &/or relevant proven work experience required
12-15 years' experience as a relationship manager or attorney in trust administration, estate administration, estate planning, or related fields
Preferred
JD or similar credential strongly preferred
Benefits
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
Other voluntary and well-being benefits
Discretionary bonus program that may include an equity component
Company
Northern Trust
Northern Trust is a global leader in delivering innovative investment management, asset and fund administration, fiduciary and banking.
10001+ employees
H1B Sponsorship
Northern Trust has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (180)
2024 (203)
2023 (102)
2022 (74)
2021 (298)
2020 (83)
Funding
Current Stage
Public CompanyTotal Funding
$1.25B2025-11-20Post Ipo Debt· $1.25B
1978-01-13IPO
Leadership Team
Michael O'Grady
President, Chief Executive Officer & Director
Peter Cherecwich
Chief Operating Officer
Recent News
Business Wire
2025-12-18
2025-12-11
Company data provided by crunchbase