Northern Trust · 6 hours ago
Senior Relationship Advisor II, Wealth Management
Cleveland, OH
Part-time
Hybrid
Senior Level, Lead/Staff
$156K/yr - $274K/yr
12+ years expNorthern Trust is a globally recognized financial institution that provides innovative financial services to successful individuals and institutions. The Senior Relationship Advisor II role is responsible for managing complex wealth management client relationships, ensuring client satisfaction, and delivering high-quality fiduciary and administrative services.
BankingFinanceFinancial ServicesWealth Management
Responsibilities
Manages assigned account base of 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 clear knowledge of governing documents and account agreements, depth of knowledge of fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, financial planning, asset management and prudent investment principles
Pursues ongoing development of fiduciary and advisory knowledge and skills through training and experience
Primarily responsible for leading client conversations for life driven wealth management, providing proactive advice to clients on NT’s products/services, emerging issues, regulatory/tax changes, and appropriate actions for the client
Explains complicated concepts to clients in a thoughtful way using non-technical terminology and offers advisory solutions
Maintains a working knowledge of various NT resources and utilizes fiduciary knowledge, experience, and NT resources to identify opportunities for relationship enhancement
Proactive client service with responsiveness, diplomacy and tact, using written and verbal communication with suitable frequency
Builds and maintains knowledge of NT fiduciary standards and practices, applies fiduciary knowledge and judgment to 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
Provides leadership on fiduciary projects and committees
Work collaboratively with internal partners and external professional advisors in identifying client needs and goals and developing advice-driven solutions for clients
Implements complex initiatives involving multiple disciplines and/or ambiguous issues
Qualification
Required
12 - 15 years' experience as a relationship manager in trust administration, estate administration, estate planning, or related fields
The ability to manage a complex portfolio of over a billion in account under management (AUM)
Knowledge of fiduciary and financial products and services, usually acquired through related work experience, needed to manage client accounts
Technical knowledge of investments, tax, legal, and operations usually acquired through formal education or related experience
Knowledge of fiduciary standards, principles, and applicable laws and regulations usually acquired through training, seminars, or law school
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, resources needed, and to assess and develop the skills of staff
Preferred
Experience in working with ultra-high net worth (UHNW) clients is preferred
A JD, and/or a CFP, CPWA and other related professional designations are strongly desired for this role
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