Full-Time
Senior Relationship Advisor
Posted on 12/10/2025
Northern Trust
10,001+ employees
Global wealth management and asset servicing
Compensation Overview
$189.3k - $331.2k/yr
Newport Beach, CA, USA
In Person
 Finance & Banking (1) |
|---|
- College or university degree and/or relevant proven work experience required.
- JD or similar credential strongly preferred.
- 12-15 years’ experience as a relationship manager or attorney in trust administration, estate administration, estate planning, or related fields.
- Extensive knowledge of fiduciary and financial products and services, usually acquired through related work experience, is required to manage client accounts.
- Specific experience with fiduciary accounts and issues required to service complex relationships.
- Technical knowledge of investments, tax, legal, and operations usually acquired through formal education or related experience is required to service clients.
- Extensive 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.
- Interprets internal/external business challenges and recommends best practices to improve products, processes or services.
- Manages assigned account base of sophisticated 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.
- Exhibits thorough knowledge of governing documents and account agreements.
- Exhibits mastery of fiduciary duties, applicable laws and oversight, including trust and tax law, estate planning techniques, financial planning, asset management and prudent investment principles.
- Primarily responsible for leading client conversations for goals driven wealth management and holistic advice.
- Provides proactive advice to clients on NT’s products/services, emerging issues, regulatory/tax changes, and appropriate actions for the client.
- Combines technical knowledge with fact finding and analysis to develop advice-driven solutions for clients.
- Explains complicated concepts to clients in a thoughtful way using non-technical terminology.
- Maintains extensive knowledge of various NT resources and utilizes fiduciary knowledge, experience, and NT resources to identify opportunities for relationship enhancement.
- Focused client service with responsiveness, diplomacy and tact; proactive client contact through written and verbal communication with suitable frequency.
- Exhibits excellent time management skills.
- Builds and maintains extensive knowledge of NT fiduciary standards and practices, applying fiduciary knowledge and judgment to complex fiduciary relationships.
- Understands and complies with internal policies, processes and procedures to effect prudent risk management and judgment.
- Recognizes fiduciary risk issues and seeks appropriate resolution.
- Cultivates relationships with referral sources and external professional advisors to build the business; identifies and develops new business opportunities.
- Participates in community and professional organizations representing NT.
- Identifies opportunities to showcase NT expertise and thought leadership.
- Travels to meet with clients where appropriate considering revenue, new business opportunities, or servicing requirements.
- Teaches and mentors less experienced partners.
- Advises Relationship Advisors on fiduciary issues and serves as subject matter expert on fiduciary relationships managed by Relationship Advisors.
- Provides leadership on fiduciary projects and committees.
- Seeks continued development of fiduciary and advisory skills through training and experience.
- Uses sophisticated analytical thought to exercise judgement and identify innovative solutions.
- Eligible to serve as LRM for all relationships.
Preparing company summary.
Company Size
10,001+
Company Stage
IPO
Headquarters
Menlo Park, California
Founded
1889
Simplify's Take
What believers are saying
- Q1 2026 earnings beat with $2.71 EPS, up 43% YoY; revenue grew 13.8% to $2.21B.
- BMO upgraded to Outperform citing shift toward higher-margin wealth and asset management businesses.
- Digital asset infrastructure positioning Northern Trust at center of institutional blockchain adoption.
What critics are saying
- Competitors BNY Mellon and State Street posted stronger Q1 revenue growth; market share erosion accelerating.
- Apprentice-powered ServiceNow delivery via Xchange creates compliance and operational risk in regulated environments.
- Digital asset custody initiatives face regulatory barriers and insufficient blockchain liquidity; investments may fail.
What makes Northern Trust unique
- Appointed David Sara to deepen Asia Pacific asset owner engagement and product strategy alignment.
- Partnering with Digital Asset Holdings and Canton Network for institutional-grade tokenized asset custody.
- Alyssa Quinlan building dedicated fine art and collectibles advisory platform for wealth clients.
Help us improve and share your feedback! Did you find this helpful?
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
401(k) Retirement Plan
401(k) Company Match
Paid Vacation
Paid Sick Leave
Paid Holidays
Parental Leave
Hybrid Work Options
Flexible Work Hours
Mental Health Support
Wellness Program
Company News
Northern Trust appoints Alyssa Quinlan as Head of Advisor Relationships & Strategic Partnerships. Northern Trust Wealth Management has appointed Alyssa Quinlan as Head of Advisor Relationships & Strategic Partnerships. She will report to Global Head of Sales David Albright. Quinlan will lead the firm's relationships with professional advisors, including law and accounting firms, business advisory and investment consultants. These collaborations often intersect with client needs around unique assets such as fine art and collectibles, which the firm has a long history of addressing through its comprehensive wealth planning and fiduciary services. Building on that foundation, Quinlan will develop a dedicated platform that addresses the increasingly sophisticated needs of collectors and families with significant art holdings. "Our clients rely on a network of trusted advisors, and those relationships are central to delivering sophisticated advice," Albright said. "With Alyssa's addition, we are strengthening our advisor engagement strategy while further integrating guidance around unique assets - from valuation and liquidity planning to estate and legacy strategies." Quinlan brings 25 years of experience across wealth management, private banking and fine art. She most recently served as CEO of Freeman's Auctions & Appraisals, where she oversaw firmwide operations, led strategic growth initiatives and guided a major merger integration. In addition, she launched and managed the Chicago office of Gurr Johns, an art advisory and appraisal group. Earlier in her career, Quinlan held leadership roles at J.P. Morgan Chase, BMO Private Bank and Smith Barney/Citigroup Asset Management. She also served in senior positions at Leslie Hindman Auctioneers and Peterson Consulting. Quinlan is an active member of YPO, The Economic Club of Chicago, The Chicago Network and the Chicago Estate Planning Council, and supports arts and cultural organizations in Chicago, including the Museum of Contemporary Art, the Luminarts Cultural Foundation and the Women's Board of Ravinia. She holds a BA from DePauw University.
Northern Trust Wealth Management has appointed Alyssa Quinlan as Head of Advisor Relationships & Strategic Partnerships, reporting to Global Head of Sales David Albright. Quinlan will lead relationships with professional advisors including law, accounting and investment consulting firms. The former CEO of Freeman's Auctions & Appraisals will also develop a dedicated platform addressing the needs of collectors and families with significant art holdings. This builds on Northern Trust's existing wealth planning and fiduciary services for unique assets such as fine art and collectibles. Quinlan brings 25 years of experience across wealth management, private banking and fine art, including leadership roles at JP Morgan Chase, BMO Private Bank and Smith Barney. Northern Trust had $507.2 billion in assets under management as of 31 December 2025.
Retirement industry people moves - 3/13/2026. Blackstone announces leadership appointments in private wealth division; Lenox Advisors announces partner promotions; Northern Trust Wealth Management adds global head of sales. Reported by Blackstone announces leadership appointments in private wealth division. Blackstone Inc. made two senior appointments to its private wealth leadership team. Rashmi Madan, a 15-year veteran of the firm, was promoted to the newly created post of global head of portfolio solutions for private wealth. She will oversee the worldwide scaling of Blackstone's multi-strategy investment solutions for individual investors. Simona Maellare, formerly global co-head of the alternative capital group at UBS, joins Blackstone as head of EMEA for private wealth. Maellare brings more than three decades of experience in alternative asset management and will lead the firm's expansion across Europe and the Middle East. The appointments are designed to accelerate growth in Blackstone's private wealth business, which now manages more than $300 billion globally, according to the company. Lenox Advisors announces partner promotions. Lenox Advisors Inc., a wealth and insurance advisory firm and an affiliate of NFP, an Aon company, announced the promotions of Russell Rolnick, Matthew Sendach and Zachary Kriftcher to partner. Rolnick joined Lenox Advisors nearly 20 years ago and serves high-net-worth individuals and corporate clients, with a focus on estate planning, retirement strategies, risk management, wealth management and employee benefits consulting. Sendach has been at Lenox Advisors since 2009, developing expertise across wealth management, insurance, estate planning and employee benefits strategies for both individual and corporate clients. Kriftcher joined Lenox Advisors in 2013 and most recently served as managing director. He focuses on estate, insurance and investment management strategies for individual clients, as well as employee benefits and executive carve-out programs for corporate clients. Northern Trust Wealth Management appoints global head of sales. Northern Trust Wealth Management named David Albright as global head of sales. Albright will lead client development strategy, sales execution and strategic partnerships, reporting to Wealth Management President Jason Tyler. Albright steps into the position during a period of sustained growth for Northern Trust Wealth Management, as the business expands within key segments and deepens its investment and advisory capabilities. In the announcement, Tyler highlighted Albright's institutional knowledge and execution-focused mindset as key assets for the firm's continued momentum. Previously, Albright led client development for global family and private investment offices and later co-led business activity in the Eastern U.S.
Northern Trust has been appointed to provide asset servicing solutions for Netherlands-based CK Capital Partners' CK Capital Value Fund, which launched in the fourth quarter of 2025. Services include fund administration, global custody, financial reporting and transfer agency. The company has also appointed David Albright as Global Head of Sales for Wealth Management, signalling a focus on deepening relationships with high-value clients. The move comes alongside Northern Trust's expansion of its dynamic currency hedging framework with Berenberg. Northern Trust's narrative projects $8.2 billion revenue and $1.4 billion earnings by 2028, implying a 1.6% yearly revenue decline. The company's fair value is estimated at $157.11, representing a 12% upside to its current price.
Northern Trust has partnered with Intercontinental Exchange to use ICE ETF Hub as the order-taking platform for its new US exchange-traded funds servicing capability for institutional investors. The integration marks a significant step in Northern Trust's strategic entry into the US institutional investor ETF servicing market. ICE ETF Hub provides secure, scalable technology infrastructure that streamlines ETF primary market workflows and connects with authorised participants, market makers and distributors. The platform will integrate with Northern Trust's automated ETF servicing application. Since inception, ICE ETF Hub has processed over $5 trillion in order notional. The partnership comes as institutional demand for ETFs continues to surge, driven by strong inflows and innovation across passive and active strategies. Northern Trust had $18.7 trillion in assets under custody as of 31 December 2025.