Equal Employment Opportunity:
It is our policy to provide equal employment opportunities for all employees and applicants without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws.
Job Title: Senior Relationship/Trust Advisor
Location: St. Louis, MO
Time Type: Full Time
Job Requisition ID: R138388
About the Company:
- Fortune 500 company with over 130 years of financial experience
- Globally recognized and award-winning financial institution
- Committed to providing innovative financial services and guidance to successful individuals, families, and institutions
- Values service, expertise, and integrity in all aspects of business
- Utilizes leading technology and exceptional service to serve sophisticated clients
Job Summary:
The Senior Relationship/Trust Advisor will be responsible for managing a portfolio of sophisticated wealth management clients. This role requires a thorough understanding of client needs and goals, as well as fiduciary duties, applicable laws and oversight, trust and tax law, estate planning techniques, financial planning, asset management, and prudent investment principles. The successful candidate will have a strong knowledge of NT resources and utilize fiduciary knowledge and experience to identify opportunities for relationship enhancement. They will also provide proactive advice to clients and maintain a high level of client service through effective communication and time management skills.
Key Duties and Responsibilities:
- Manage a portfolio of sophisticated wealth management clients
- Develop a thorough understanding of client needs and goals
- Exhibit mastery of fiduciary duties, applicable laws and oversight
- Utilize NT resources to identify opportunities for relationship enhancement
- Provide proactive advice to clients on NT products/services, emerging issues, regulatory/tax changes, and appropriate actions
- Maintain a high level of client service through effective communication and time management skills
- Cultivate relationships with referral sources and external professional advisors to build the business
- Identify and develop new business opportunities
- Participate in community and professional organizations to showcase NT expertise and thought leadership
- Travel to meet with clients as needed
- Teach and mentor less experienced partners
- Serve as subject matter expert on fiduciary relationships managed by Relationship Advisors
- Seek continued development of fiduciary and advisory skills through training and experience
- Exercise judgement and identify innovative solutions through sophisticated analytical thought
- Eligible to serve as LRM for all relationships
Qualifications:
- 10-15 years of experience as a relationship manager or attorney in trust administration, estate administration, estate planning, or related fields
- Undergraduate, Graduate, JD, CFP, CTFA or other professional designation strongly preferred
- Extensive knowledge of fiduciary and financial products and services
- Specific experience with fiduciary accounts and issues required to service complex relationships
- Technical knowledge of investments, tax, legal, and operations
- Extensive knowledge of fiduciary standards, principles, and applicable laws and regulations
- Skills in negotiating, problem solving, delegating, leadership, and sales
- Leadership and organizational skills
- Ability to interpret internal/external business challenges and recommend best practices to improve products, processes, or services
Working with the Company:
- Flexible and collaborative work culture
- Opportunity for movement within the organization
- Accessible senior leaders
- Commitment to assisting the communities served
- Committed to diversity and equal employment opportunities for all employees and applicants
Join a company with a greater purpose and build your career with Northern Trust today. #MadeForGreater
