Top 49 Senior relationship advisor Jobs in Venice Fl

Senior Relationship Advisor
Northern Trust Corp. —Sarasota, FL
- Full-time
- 11+ years
- Business development
- Mentoring
9d
Senior Care Advisor - Sarasota County - **COMMISSION ONLY**
My Care Finders —Sarasota, FL
- $80,000 - $150,000 a year
- Weekends as needed
- Hybrid work
- Background check
- Computer literacy
- Mid-level
- Work from home
- Flexible schedule
Quick Apply
Senior Wealth Advisor
Beacon Pointe Advisors LLC —Sarasota, FL
- $125,000 - $175,000 a year
- 5 years
- Finance
- Bachelor's degree
Associate Portfolio Advisor
Northern Trust Corp. —Sarasota, FL
- Full-time
- Mid-level
- Analysis skills
- 2 years
Senior Talent Acquisition Partner
CERES ENVIRONMENTAL SERVICES INC —Sarasota, FL
- $90,000 - $120,000 a year
- Extended hours
- Spanish
- 6 years
- English
- Travel reimbursement
- Health insurance
Quick Apply
Assistant Director of Transportation
Sarasota County Government —Sarasota County, FL
- $123,000 - $140,000 a year
- Full-time
- Customer service
- Engineering
- Pass drug screening
- Wellness program
- Paid holidays
Account Manager, WM Advisory
Northern Trust Corp. —Sarasota, FL
- Full-time
- Mid-level
- Business development
- Continuous improvement
3d
Senior Estate Administrator
Northern Trust Corp. —Sarasota, FL
- Full-time
- 8 years
- Senior level
Experienced Talent Acquisition Senior Recruiter
Crowe —Sarasota, FL
- $65,000 - $128,500 a year
- Full-time
- Remote
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Quick Apply
9d
NetSuite Senior Manager
Crowe —Sarasota, FL
- $152,200 - $251,400 a year
- Full-time
- Inventory management
- Bachelor's degree
- Travel
Quick Apply
9d
Sr Wealth Advisor-Team Leader
Canandaigua National Bank & Trust Co —Sarasota, FL
- $125,500 - $155,500 a year
- Full-time
- Office
- Business development
- Bachelor's degree
Quick Apply
Banking Advisor I (MLO)
PNC Financial Services Group —Sarasota, FL
- Full-time
- Office
- Bachelor's degree
- 2 years
- Wellness program
- Health savings account
Senior Surety Underwriter - Small to Mid Contract (Florida)
Liberty Mutual —Sarasota, FL
- $69,000 - $179,000 a year
- Full-time
- Hybrid work
- Office
- 3 years
- Business development
Elite B2B Sales
PRAXIS S-10 —Sarasota, FL
- $150,000 - $225,000 a year
- Full-time
- Senior level
- Health insurance
- Dental insurance
Quick Apply
Senior Accountant
Sound Decisions —Venice, FL
- $70,000 - $115,000 a year
- Full-time
- Hybrid work
- CPA
- Mid-level
- Office
Quick Apply
Senior Accountant
Sarasota Paradise —Sarasota, FL
- Full-time
- Hybrid work
- CPA
- 5 years
- Research
Commercial & Revenue Development Manager
Sarasota Manatee Airport Authority —Sarasota, FL
- $88,917 - $133,376 a year
- Customer service
- 5 years
- Writing skills
1d
General Manager
Laser Lens Tek LLC —Sarasota, FL
- Full-time
- Engineering
- ERP systems
- 11+ years
- Paid holidays
- Health insurance
Quick Apply
Senior Home Lending Advisor, Sarasota, FL
JPMorganChase —Sarasota, FL
- Online Application
- Computer literacy
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Human Resources Business Partner, Clinical Leadership Support
Dental Care Alliance —Sarasota, FL
- Full-time
- Ability to walk for extended periods
- Computer literacy
- High school diploma or GED

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senior relationship advisor jobs near venice fl

Senior Relationship Advisor

Northern Trust Corp. -
Sarasota, FL

Apply Now

Job Details

Full-time
9 days ago

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
Decision making
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

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 o 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 venice fl

Senior Relationship Advisor

Senior Care Advisor - Sarasota County - COMMISSION ONLY

Senior Wealth Advisor

Associate Portfolio Advisor

Senior Talent Acquisition Partner

Assistant Director of Transportation

Account Manager, WM Advisory

Senior Estate Administrator

Experienced Talent Acquisition Senior Recruiter

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Elite B2B Sales

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General Manager

Senior Home Lending Advisor, Sarasota, FL

Human Resources Business Partner, Clinical Leadership Support

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