The Senior Trust Advisor (Sr. TA) within Global Family Office (GFO) is responsible for managing a complex book of relationships consisting of principal and single family office clients that require a mix of fiduciary, asset servicing, advisory services, banking, technology & reporting, and investment solutions.

The Sr. TA works closely with family office professionals, family members and their advisors to understand the needs and goals of all the stakeholders. The Sr. TA assumes primary responsibility for overall client satisfaction as the Lead Relationship Manager administers all fiduciary relationships in accordance with the trust terms and Northern Trust's fiduciary policies and guidelines, is responsible for oversight of delegated investment functions and acts as a regional resource for fiduciary matters within their regions.

The Sr. TA must work alongside the family advisors to identify and implement multi-generational solutions. In discretionary investment management situations, they work closely with the Portfolio Manager (PM) and, in investment delegation situations, with the external investment advisors on portfolio design asset allocation and implementation. In delegated situations, they are required to perform the PM compliance role.

The Sr. TA acts a regional resource by overseeing fiduciary appointments in their region, collaborating with their team on matters of fiduciary administration and issue spotting, and working collaboratively on fiduciary cross-sell and new business. They must have deep fiduciary knowledge and a commitment to continuing education.

Responsibilities include:

1. Lead Relationship Manager: Responsible for the overall relationship of fiduciary ultra-high net worth clients. Works with family members, family office professionals and their external advisors to develop a thorough understanding of the needs and goals

2. Fiduciary Administration: Exhibits thorough knowledge of complex governing documents and account agreements. Responsible for administering trusts according to document terms, Northern Trust fiduciary policies and guidelines, and applicable laws

3. Investment Oversight: Implements and oversees delegation of investment functions to third party investment advisors

4. Regional Fiduciary Lead: Serves as a resource for fiduciary oversight and acceptance of fiduciary appointments within the designated GFO region

5. Builds relationships both internally and externally in order to service multidisciplinary needs. Confidently presents Northern Trust (NT) offerings as well as understands major trends in the Family Office space

6. Seasoned multi-disciplinary expert with extensive technical and / or business knowledge and functional expertise

7. Focus of role is on execution of business function activities and furthering strategic direction of business

8. Carries out complex initiatives involving multiple disciplines and/or ambiguous issues

9. Displays a balanced, cross-functional perspective, liaising with the business to improve efficiency, effectiveness and productivity

Qualifications:

• 7-10 years' experience as a relationship manager in trust administration, estate administration, estate planning, or related fields• JD, MBA, CTFA, CPWA or STEP Certification in International Trust Management is preferred• Excellent oral and written communication skills are required• Understanding of sophisticated fiduciary principles, complex entity structures, and applicable laws and regulations usually acquired through training, seminars, or law school• Technical knowledge of investments, tax, legal, and operations usually acquired through formal education or related experience• Knowledge of fiduciary and financial products and services• Skills in negotiating, presenting, problem solving, delegating, leadership, and sales are required• Presentation/sales skills and proven risk management skills required• Highly flexible and adaptable to change• Leadership and organizational skills are required to determine the Business Unit's goals, resources needed, and to assess and develop the skills of staff

Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally.With more than 130 years of financial experience and over 20,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.

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 that is committed to strengthening the communities we serve!

We'd love to learn more about how your interests and experience could be a fit with one of America's best banks and most sustainable companies! Build your career with us andapply today.