Wealth Management - Senior Trust Advisor

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Wealth Management - Senior Trust Advisor
Duties: Manages assigned account base of wealth management clients. Consult with the client service team, clients, and their professional advisors to develop an understanding of the client’s needs and goals. Emerge has a trusted partner vis thorough knowledge of governing documents and account agreements. Communicate complex concepts in a thoughtful non-technical way. Seek continued development of fiduciary and advisory skills through training and experience. Responsible for leading client conversations for life driven wealth management. Provide proactive advice to clients on NT’s products/services, emerging issues, regulatory/tax changes, and appropriate actions for the client. Leverage technical knowledge, fact-finding, and analysis to develop advice-driven solutions. Maintains a working knowledge of NT resources and uses fiduciary knowledge to identify opportunities for relationship enhancement. Proactive client service with responsiveness, diplomacy, and tact. Sustain client communication through written and verbal communication. Builds and maintains knowledge of NT fiduciary standards and practices, applies fiduciary expertise and judgment to fiduciary relationships. Understands and complies with internal policies, processes, and procedures, effectively manage fiduciary risk and seeks appropriate resolution. Cultivates relationships with referral sources and external professional advisors to build the business; identifies and develops new business opportunities. Represents Northern Trust in community and professional organizations; build productive professional centers of influence in the trust and estate community, thought leadership, identify opportunities to showcase NT expertise. Mentors less experienced partners Provides leadership on fiduciary projects and committees. Work collaboratively with internal partners and external advisors in identifying client needs, goals, and develop advice-driven solutions for clients. Trust Advisors are, “hands-on” consultative leaders with a strong technical understanding of; retirement & estate plans, business planning, investments, taxes, insurance, and cash management.

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