Northern Trust US | Sr. Relationship Advisor

Key responsibilities

• 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 position also plays an important role in developing new business, cultivating centers of influence, and mentoring less experienced colleagues.
• 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.
• 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.
• Lead holistic, goals-based wealth management conversations.
• Maintain strong knowledge of wealth planning, estate and financial planning, investments, banking, capital markets, and fiduciary matters.
• 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.
• Translate complex financial, fiduciary, tax, investment, and planning concepts into clear, understandable client conversations.

Qualifications & 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.

Northern Trust US

Northern Trust US is an employer hiring in India (sector: BFSI / Investments / Insurance).

Its finance, accounts, audit and tax openings in India are mostly in Chicago, Tempe, New York and Miami.

• Industry: BFSI / Investments / Insurance