Top 27 Senior relationship advisor Jobs in Stuart, Fl

Senior Relationship Advisor
Northern Trust Corp. —Stuart, FL
- Full-time
- 11+ years
- Business development
- Mentoring
Senior Litigation Attorney
Aero Law Center —Florida
- $180,000 - $200,000 a year
- Full-time
- Remote
- Writing skills
- Quality control
- Mentoring
- 401(k)
- Paid time off
Quick Apply
14d
Accounting Senior Associate [Family Office]
CohnReznick —Jupiter, FL
- Hybrid work
- Office
- 3 years
- Finance
AL Resident Care Specialist
Watercrest Senior Living —Port Saint Lucie, FL
- Full-time
- CPR Certification
- Customer service
- BLS Certification
- Health insurance
- Dental insurance
Quick Apply
Key Account Executive
Premier —Port Saint Lucie, FL
- Full-time
- Business development
- Bachelor's degree
- In-person
- Health insurance
- 401(k)
Quick Apply
14d
MC Resident Care Specialist - Full Time
Watercrest Senior Living —Port Saint Lucie, FL
- Full-time
- CPR Certification
- Customer service
- BLS Certification
- Health insurance
- Dental insurance
Quick Apply
Licensed Medicare Insurance Agent (Remote)
HEALTHPLANONE, LLC —Port Saint Lucie, FL
- Weekends as needed
- 18 years or older
- Mid-level
- High school diploma or GED
- Health insurance
Quick Apply
Account Manager - Commercial Insurance (Construction/Contractors)
Insurance Office of America, Inc. —Port Saint Lucie, FL
- $60,000 - $115,000 a year
- Full-time
- 3 years
- High school diploma or GED
- Business development
- Paid holidays
- Health insurance
Quick Apply
8d
Sr. Software Engineering Manager, Salesforce
Information Technology Senior Management Forum —Stuart, FL
- Full-time
- Computer Science
- HIPAA
- Office
Tax Manager
HBK CPAs & Consultants —Stuart, FL
- Full-time
- CPA
- Mid-level
- 4 years
- Profit sharing
- Paid holidays
Quick Apply
7d
Key Account Executive - LATAM Sales
Premier Lab Supply —Saint Lucie West, FL
- Full-time
- Bilingual
- Business development
- Bachelor's degree
- Health insurance
- 401(k)
Quick Apply
Tax Senior Associate - Private Client Services (PCS)
Hill, Barth & King LLC —Stuart, FL
- Full-time
- Management
- CPA
- Writing skills
- Profit sharing
- Paid holidays
Quick Apply
Wills - Trusts & Estates Senior Associate Attorney
Beacon Legacy Law —Palm City, FL
- $125,000 - $150,000 a year
- Management
- Writing skills
- Research
- Health insurance
- Dental insurance
Quick Apply
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply

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Senior Relationship Advisor

Northern Trust Corp. -
Stuart, FL

Apply Now

Job Details

Full-time

Qualifications

Estate administration
Business development management
Financial sales
Customer relationship building
Law
Referral-based lead generation
Team leadership
Sales referrals
Regulatory compliance
Legal risk management
Process improvement
11+ years
Estate planning advisory services
Doctor of Law (JD)
Business development
Professional development support
Client retention
Investment client management
Team training
Fiduciary duties
Financial product expertise
Industry knowledge of financial regulations
Mentoring
Financial goal setting advisory services
Business development within finance
Banking business development
Banking product expertise
Client referrals
Senior level
Account management

Full Job Description

About Northern Trust

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.

Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.

With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Overview

At Northern Trust, the Sr. Relationship Advisor manages complex fiduciary and wealth management client relationships and delivers high-quality fiduciary services for sophisticated clients. As a senior member of the service team, this role assumes primary responsibility for overall client satisfaction by collaborating with partners and utilizing appropriate Northern Trust resources to ensure timely delivery of fiduciary services, effective issue resolution, and clear communication of client needs.

The Sr. Relationship Advisor coordinates with clients’ professional advisors to identify and implement advisory solutions, manages complex fiduciary relationships with sound judgment, and considers fiduciary duties, client objectives, and internal procedures. The role also supports Relationship Advisors on fiduciary matters, including serving as Fiduciary Specialist background on fiduciary accounts not directly assigned.

What You’ll Do

Manage an assigned account base of sophisticated wealth management clients by working closely with client service teams, clients, and their professional advisors to develop a thorough understanding of client needs and goals, while maintaining mastery of governing documents, fiduciary duties, and applicable laws.
Lead client conversations focused on goals-driven wealth management and holistic advice, providing proactive guidance on Northern Trust products and services, emerging issues, and regulatory or tax changes, while translating complex concepts into clear, client-friendly language.
Leverage extensive knowledge of Northern Trust resources, fiduciary standards, and practices to identify opportunities for relationship enhancement and deliver high-quality fiduciary service.
Maintain proactive and responsive client service through effective written and verbal communication, exercising strong time management, diplomacy, and tact.
Recognize fiduciary risk issues and apply sound judgment in compliance with internal policies, processes, and procedures to support prudent risk management.
Cultivate relationships with referral sources and external professional advisors to build the business, identify new opportunities, and represent Northern Trust through participation in community and professional organizations.
Travel as appropriate to meet client service, revenue, and new business development needs.
Teach and mentor less experienced partners, advise Relationship Advisors on fiduciary issues, and serve as a subject matter expert on complex fiduciary relationships.
Pursue continued development of fiduciary and advisory skills through ongoing training and experience, applying sophisticated analytical thought to identify innovative solutions.
Be eligible to serve as Lead Relationship Manager for all relationship types.

What Will Make You Successful in the Role

Extensive knowledge of fiduciary and financial products and services, typically acquired through significant related work experience managing complex client relationships.
Demonstrated experience with fiduciary accounts, including technical knowledge of investments, tax, legal, and operational considerations, gained through formal education or professional experience.
Deep understanding of fiduciary standards, principles, and applicable laws and regulations, supported by training, seminars, or advanced education.
Strong skills in leadership, problem solving, negotiation, delegation, sales, and organizational effectiveness.
Ability to interpret internal and external business challenges and recommend best practices to improve products, processes, or services.
College or university degree and/or equivalent professional experience required; JD or similar credential strongly preferred.
Typically 12–15 years of experience as a relationship manager or attorney in trust administration, estate administration, estate planning, or related fields.

Work Authorization

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

Working with Us

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.

Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected], or alternatively you can discuss your individual requirements with the recruiter you are working with.

Apply Now

Refine Your Search

senior relationship advisor jobs in stuart, fl

Senior Relationship Advisor

Senior Litigation Attorney

Accounting Senior Associate [Family Office]

AL Resident Care Specialist

Key Account Executive

MC Resident Care Specialist - Full Time

Licensed Medicare Insurance Agent (Remote)

Account Manager - Commercial Insurance (Construction/Contractors)

Sr. Software Engineering Manager, Salesforce

Tax Manager

Key Account Executive - LATAM Sales

Tax Senior Associate - Private Client Services (PCS)

Wills - Trusts & Estates Senior Associate Attorney

Relationship Manager – Private Wealth & Tax Solutions

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