Senior Fiduciary Relationship Advisor

Knowledge of fiduciary and financial products and services, usually acquired through related work experience, is required to manage client accounts.
Technical knowledge of investments, tax, legal, and operations usually acquired through formal education or related experience is required to service clients.
Knowledge of fiduciary standards, principles, and applicable laws and regulations usually acquired through training, seminars, or law school is required to administer accounts.
Skills in negotiating, problem solving, delegating, leadership, and sales are necessary to service the client relationship.
Leadership and organizational skills are required to determine the Business Unit’s goals, resources needed, and to assess and develop the skills of staff.
7-10 years’ experience as a relationship manager in trust administration, estate administration, estate planning, or related fields.

Manages assigned account base of wealth management clients by working with client service team, clients and their professional advisors to develop a thorough understanding of the client’s needs and goals.
Primarily responsible for leading client conversations for life driven wealth management.
Provides proactive advice to clients on NT’s products/services, emerging issues, regulatory/tax changes, and appropriate actions for the client.
Exhibits excellent time management skills.
Builds and maintains knowledge of NT fiduciary standards and practices, applies fiduciary knowledge and judgment to fiduciary relationships.
Cultivates relationships with referral sources and external professional advisors to build the business; identifies and develops new business opportunities.
Travels to meet with clients where appropriate considering revenue, new business opportunities, or servicing requirements.
Teaches and mentors less experienced partners.
Carries out complex initiatives involving multiple disciplines and/or ambiguous issues.

No preferred qualifications provided.