Senior Trust Advisor

Profile

Senior Trust Advisor

Duties: 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 thorough knowledge of governing documents and account agreements. Exhibits 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. Seeks continued development of fiduciary and advisory skills through training and experience. Primarily responsible for leading client conversations for life driven wealth management. Provides proactive advice to clients on NT’s products/services, emerging issues, regulatory/tax changes, and appropriate actions for the client. Combines technical knowledge with fact-finding and analysis to develop advice-driven solutions for clients. Explains complicated concepts to clients in a thoughtful way using non-technical terminology. Maintains a working knowledge of various NT resources and utilizes fiduciary knowledge, experience, and NT resources to identify opportunities for relationship enhancement. Focused client service with responsiveness, diplomacy and tact; proactive client contact through 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. Seasoned multi-disciplinary expert with extensive technical and/or business knowledge and functional expertise. Carries out complex initiatives involving multiple disciplines and/or ambiguous issues. Displays a balanced, cross-functional perspective, liaising with the business to improve efficiency, effectiveness and productivity.

Company info

Northern Trust Corporation
190 Carondelet Plaza
Saint Louis
Missouri
United States 63105
Website : https://www.northerntrust.com/