Sr Relationship Advisor

About the Role The Sr Relationship Advisor is responsible for managing fiduciary and agency client relationships, acting as fiduciary specialist to ensure client satisfaction. This role collaborates with internal teams and uses NT resources to deliver high-quality service, resolve issues, communicate client needs, and develop advisory relationships; it also supports fiduciary accounts not directly assigned to a primary advisor.

What You'll Do

• Manage a portfolio of wealth management clients by understanding client needs, goals, and governing documents.
• Apply fiduciary expertise including trust, tax, estate planning, financial planning, and investment principles.
• Provide holistic, goals-based advice and proactively guide clients on products, services, regulatory changes, and appropriate actions.
• Translate complex concepts into clear, client-friendly communication.
• Deliver responsive, high-quality client service with proactive communication and strong relationship management, professionalism, diplomacy, and sound judgment.
• Leverage NT resources and cross-functional partnerships to enhance client relationships, identify opportunities, and provide advice-driven solutions.
• Apply fiduciary standards, policies, and procedures to ensure prudent risk management; identify and escalate fiduciary risks as appropriate.
• Develop new business by cultivating relationships with referral sources and centers of influence.
• Represent NT in community and professional organizations.
• Mentor and support less experienced partners and serve as a fiduciary resource for Relationship Advisors.
• Travel to meet with clients as needed based on servicing requirements and business opportunities.
• Pursue ongoing professional development to strengthen fiduciary and advisory expertise.
• Exercise sound judgment in decision-making based on analysis of multiple information sources.
• Eligible to serve as Lead Relationship Manager in Private Client Advisory and Private Client Services.

What We're Looking For

• Strong knowledge of fiduciary principles, financial products, and applicable laws and regulations.
• Technical expertise in investments, tax, legal, and operational areas.
• Ability to communicate complex or sensitive information clearly and build consensus.
• Demonstrated skills in relationship management, problem solving, negotiation, and business development.
• Experience: Bachelor's degree or equivalent relevant experience; 7–10 years of experience in fiduciary services, including personal trust, estate administration, or related fields.

Nice to Have

• Progress toward or attainment of professional designations such as CFP, CTFA, JD, MBA, or similar.

Compensation & Benefits

• Salary information not disclosed in the posting.
• Benefits information not disclosed in the posting. The company notes a flexible and collaborative work culture, philanthropic engagement, and commitment to inclusion, with reasonable accommodations available upon request.