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Senior Relationship Advisor
Customer Service
Austin, TX, USA
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.
The Senior Relationship Advisor works closely with high-net-worth and ultra-high-net-worth clients on some of the most important financial and personal decisions. The Senior Relationship Advisor builds long-term relationships, delivers personalized advice, and collaborates within a team-based model that brings together deep expertise across disciplines. At Northern Trust, our fiduciary mindset shapes how we work—focusing on long-term outcomes and helping clients move forward with confidence.
KEY RESPONSIBILITIES
Manage and deepen client relationships - Manage a portfolio of sophisticated wealth management high touch clients. Serve as a trusted advisor, building strong relationships and developing a deep understanding of each client’s goals, priorities, and family dynamics.
Guide clients through complex decisions - Lead client conversations and translate complex wealth planning topics into clear, practical advice that helps clients make informed decisions. Using fiduciary expertise, guide decisions, identify risk, and ensure clients are supported with care, integrity, and precision.
Bring together the right expertise - Partner across trust, tax, estate, investment, and planning to deliver integrated solutions—working within a coordinated team.
Contribute to the broader team - Support colleagues, and help shape solutions in complex situations.
KNOWLEDGE/EXPERIENCE
Experience: A College or University degree is required/preferred. 12 -15 years industry experience required in trust administration, estate administration, estate planning, or a related field, ideally with high net worth and ultra-high net worth clients.
Strong track record of managing complex client relationships and navigating sophisticated investment, tax, legal, and operational matters.
Solid foundation in fiduciary and financial products and services, along with knowledge of the laws, regulations, and standards that support strong client outcomes.
Excellent communication and relationship-building skills, plus strengths in problem solving, leadership, and business development.
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 MyHRHelp@ntrs.com, or alternatively you can discuss your individual requirements with the recruiter you are working with.