{"id":1373901,"url":"https://alion.io/job/northern-trust-relationship-advisor","title":"Relationship Advisor","company":{"id":1762433,"name":"Northern Trust","domain":"northerntrust.com","url":"https://alion.io/company/northerntrust","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":82,"open_postings":94,"ghost_share":0,"stale_share":0.926,"repost_share":0,"time_to_fill_p50_days":16,"computed_at":"2026-10-12T06:55:09Z"}},"role":"Finance","role_family":"Finance","seniority":"senior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"explicit","locations":["Houston, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":85000,"max_usd":162000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":3941},"experience_years_min":7,"visa_sponsorship":true,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-08-07T00:00:00Z","employer_posted_date":"2026-08-07","last_verified_at":"2026-10-12T08:44:47Z","board_verified":true,"closed_at":null,"days_open":66,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":66},"description":"About Northern Trust\nAs 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.\nSince 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.\nWith 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.\nThe Relationship Advisor manages fiduciary and agency client relationships while delivering high-quality fiduciary services. This role holds primary responsibility for ensuring overall client satisfaction through collaborative work with the service team, leveraging Northern Trust resources to deliver timely, accurate, and compliant fiduciary support. The Relationship Advisor addresses client needs, resolves issues, and serves as a trusted advisor while managing both assigned relationships and acting in the background for fiduciary accounts without a designated fiduciary lead.\nKey Responsibilities:\nManages a portfolio of wealth management clients, developing a deep understanding of client needs and goals in collaboration with clients and their advisors.\n\nExhibits expertise in governing documents, fiduciary duties, trust and tax law, estate planning, financial planning, and prudent investment principles.\n\nLeads client conversations around goals-based wealth management and holistic advisory solutions, communicating complex topics in non-technical terms.\n\nProvides proactive guidance on Northern Trust products, regulatory/tax changes, and appropriate strategies to address evolving client needs.\n\nUtilizes internal fiduciary resources and expertise to identify opportunities for relationship growth and improved client outcomes.\n\nDelivers responsive and tactful client service through clear written and verbal communication, exhibiting strong time management skills.\n\nApplies sound fiduciary judgment and Northern Trust standards in managing risk, ensuring compliance with internal procedures and external regulations.\n\nCultivates business development by maintaining and expanding relationships with referral sources and centers of influence.\n\nServes as a mentor and subject matter expert, guiding Relationship Advisors and junior partners on fiduciary matters and best practices.\n\nTravels to meet with clients when appropriate to support relationship development, business growth, or servicing needs.\n\nActively pursues professional development to deepen fiduciary and advisory skills.\n\nUses sound judgment to analyze multiple inputs and determine appropriate client solutions.\n\nEligible to serve as LRM in Private Client Advisory (PCA) and Private Client Services (PCS).\n\nRequired Knowledge, Skills & Abilities:\nStrong knowledge of fiduciary and financial products and services acquired through related work experience.\n\nTechnical understanding of investments, tax, legal, and operations gained through formal education or relevant experience.\n\nThorough knowledge of fiduciary principles, standards, and laws/regulations necessary to effectively administer trust accounts.\n\nWell-developed skills in negotiation, problem-solving, delegation, leadership, and relationship management.\n\nExcellent communication skills and the ability to explain complex or sensitive topics to clients and stakeholders.\n\nStrong judgment and the ability to build consensus while working collaboratively across teams.\n\nExperience & Education:\nBachelor’s degree or equivalent combination of education and work experience required.\n\n7-10 years of experience in fiduciary servicing, personal trust, estate administration, or a closely related field.\n\nWork Authorization\nApplicants 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).\nWorking with Us\nAs 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.\nPhilanthropy 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.\nReasonable Accommodation\nNorthern 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 , or alternatively you can discuss your individual requirements with the recruiter you are working with.","description_format":"text","description_chars":5324,"description_truncated":false,"requirements":{"experience_years_min":7,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Professional development"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Artificial Intelligence","Cybersecurity","Financial Services"],"lifecycle":[{"event":"open","at":"2026-09-28T05:44:31Z"}],"visa":[],"liveness":{"score":8,"band":"cold","label":"Long shot","p_open":1,"p_active":0.295,"p_room":0.28,"age_days":66,"expected_fill_days":16,"reasons":["conf:3","stale_co","velocity","win:tail","crowd:brand"],"computed_at":"2026-10-12T06:55:09Z"},"pay":null,"html_url":"https://alion.io/job/northern-trust-relationship-advisor","json_url":"https://alion.io/job/northern-trust-relationship-advisor.json","meta":{"generated_at":"2026-10-12T11:32:11Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":17884,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-13T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1762433},"rest":"https://alion.io/mcp/rest/get_company?id=1762433"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fnorthern-trust-relationship-advisor"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fnorthern-trust-relationship-advisor"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fnorthern-trust-relationship-advisor"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/northern-trust-relationship-advisor\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fnorthern-trust-relationship-advisor"}]}