Act as a trusted advisor and technical expert in complex individual and family client relationships for high and ultra‑high net worth clients who require sophisticated, multi‑disciplinary wealth planning. This role is responsible for the development of a comprehensive personal and financial wealth profile, identification of wealth‑related goals, and the design and implementation of integrated wealth plans. The role combines deep technical expertise with collaborative delivery of Northern Trust's full wealth management capabilities.
Responsibilities
Client & Wealth Planning Advisory
Develop a comprehensive personal and financial wealth profile for clients and their families, including identification of wealth‑related life goals, in collaboration with the Lead Relationship Manager, if applicable.
Design and implement wealth plans integrating wealth management, wealth transfer, and tax efficiency objectives in collaboration with client professional advisors and Northern Trust partners.
Collaborate with the Regional Wealth Advisor in the design and modeling of wealth plans for ultra‑high net worth clients, where a Regional Wealth Advisor is engaged.
Work closely with the Portfolio Manager, Regional Wealth Advisor, Trust Advisor, Banker, and other Northern Trust professionals to implement client wealth plans.
Monitor, review, and periodically update client wealth plans to reflect changes in goals, circumstances, and regulatory or tax environments.
Apply advanced technical and analytical expertise to deliver customized, advice‑driven solutions aligned with client objectives.
Business Development & Relationship Expansion
Actively assist in the sales process and identify opportunities to expand client relationships through the introduction of Northern Trust products and services.
Maintain a deep understanding of Northern Trust capabilities and partner across the organization to deliver integrated wealth management solutions.
Actively engage in the cultivation of professional advisor relationships, including attendance and participation in professional conferences and advisor networks.
Leadership & Subject Matter Expertise
Serve as a mentor to Associate Wealth Advisors and Wealth Advisors.
Operate independently with in‑depth knowledge of the business unit and function.
Provide comprehensive, high‑level consulting and leadership as a subject matter expert to teams and partners.
Carry out activities that are large in scope, cross‑functional, and technically complex.
Balance high‑level operational execution with development and execution of strategic direction for business function activities.
Conduct preliminary analyses and provide technical guidance for complex planning matters.
Interact directly with committees and/or management as required.
Strategically develop, implement, and administer programs within functional areas.
What Will Make You Successful in the Role
Strong consultative orientation supported by advanced technical expertise in wealth planning and related disciplines.
Ability to manage complex, cross‑functional initiatives while delivering high‑quality client outcomes.
Proven leadership, mentoring, and collaboration skills across multi‑disciplinary teams.
Knowledge
Requirements
7-10 years of comprehensive wealth planning experience working with high and ultra‑high net worth individuals and families. Advanced educational and professional designations such as CFP, JD, MBA, or similar evidence of advanced learning and professional consulting qualifications are desired.
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can tak
Benefits
Flexible schedule
Additional Information
About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
Ntrs · Atlanta, GA