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Sr. Relationship Advisor at ntrs

Compensation

$189,290 – $331,200/yr

Setup
Hybrid
Location
Menlo Park, California
Type
Full-time
Level
not_specified
Posted

Description

Northern Trust is seeking a highly experienced and knowledgeable Wealth Management Relationship Manager to lead a portfolio of sophisticated wealth management clients. The role involves managing client accounts, developing tailored financial strategies, advising on product offerings and market trends, and cultivating relationships with both existing and potential clients. This position requires a deep understanding of fiduciary duties, tax law, estate planning, and investment principles, along with strong interpersonal and leadership skills.

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