CAREERS
📁
Personal Trust
📅
80854 Requisition #
The Trust Advisor, GFO (TA) is responsible for managing a 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 TA works closely with family office professionals, family members and their advisors to understand the needs and goals of all the stakeholders. The TA assumes responsibility for overall client satisfaction as the Lead Relationship Manager and 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 resource for fiduciary matters within their regions. The TA must work alongside the family advisors to identify and implement multi-generational solutions. The TA must have deep fiduciary knowledge and a commitment to continuing education. In discretionary investment management situations, works closely with the Portfolio Manager (PM) and, in investment delegation situations, the external investment advisors on portfolio design asset allocation and implementation. In delegated situations, they are required to perform the PM compliance role. The TA acts a regional resource, collaborating with their team on matters of fiduciary administration and issue spotting.  
  • 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 
  • Fiduciary Administration: Exhibits thorough knowledge of governing documents and account agreements. Responsible for administering trusts according to document terms, Northern Trust fiduciary policies and guidelines, and applicable laws 
  • Investment Oversight: Implements and oversees delegation of investment functions to third party investment advisors 
  • Regional Fiduciary Support: Acts as an initial contact for fiduciary appointments and problem solving within their GFO region 
  • 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 Operates independently; has in-depth knowledge of business unit / function 
  • As subject area expert, provides comprehensive, in-depth consulting and leadership to team and partners at a high technical level 
  • Carries out activities that are large in scope, cross-functional and technically difficult 
  • Role is balanced between high level operational execution and development, and execution of strategic direction of business function activities
  • Strategic in developing, implementing and administering programs within functional areas
Qualifications:
  • 3-5 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
  • Knowledge of fiduciary and financial products and services
  • Knowledge of fiduciary standards, principles, and applicable laws and regulations usually acquired through training, seminars, or law school
  • 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


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Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), +630-276-5353 (Asia Pacific), 1800-425-0333 (India), +44(0)207 982 4357 (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.

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    • APAC/INDIA EEO STATEMENT

      It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

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