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Unit Trust Jobs (NOW HIRING)

Northern Trust

Business Unit Administrator

Montecito, CA

$64K - $102K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset ... Participates in the planning and administration of the business unit. * Collects, compiles, and ...

Northern Trust

Business Unit Administrator

Montecito, CA · On-site

$64K - $102K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset ... Participates in the planning and administration of the business unit. * Collects, compiles, and ...

Northern Trust

Business Unit Administrator

Montecito, CA · On-site

$64K - $102K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset ... Participates in the planning and administration of the business unit. * Collects, compiles, and ...

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How much do unit trust jobs pay per hour?

As of Aug 15, 2026, the average hourly pay for unit trust in the United States is $19.79, according to ZipRecruiter salary data. Most workers in this role earn between $14.90 and $21.15 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a unit trust fund manager, and why are they important?

To thrive as a Unit Trust Fund Manager, you need a solid understanding of finance, investment strategies, portfolio management, and usually a degree in finance or economics, sometimes supported by CFA or equivalent certifications. Familiarity with financial analysis software, Bloomberg terminals, and portfolio management systems is typically required. Strong analytical thinking, effective communication, and decision-making skills set successful fund managers apart. These skills and qualifications are vital for making informed investment decisions, managing risk, and maximizing returns for clients.

What are unit trusts?

Unit Trusts are a type of collective investment scheme where investors' money is pooled together and managed by professional fund managers. The pooled funds are then used to invest in a diversified portfolio of assets, such as stocks, bonds, or properties. Each investor owns 'units' in the trust, which represent a share of the fund's overall assets. Unit Trusts offer diversification, professional management, and access to a broader range of investments than most individuals could achieve on their own. They are commonly used for medium to long-term investment goals.

What is the difference between Unit Trust vs Financial Advisor?

AspectUnit TrustFinancial Advisor
RoleInvestment vehicle pooling funds from investors to buy securitiesProfessional providing financial planning and investment advice
CredentialsFund management license, investment expertiseFinancial planning certifications, licenses
Work EnvironmentFund management companies, investment firmsFinancial advisory firms, banks, independent practice
Industry UsageInvestment products offered by financial institutionsAdvising clients on investments including unit trusts

While a Unit Trust is an investment product managed by fund managers, a Financial Advisor is a professional who recommends such products to clients. Both play vital roles in the investment industry, with the Unit Trust serving as the vehicle and the Financial Advisor as the guide for investors.

What are the typical challenges faced by professionals working in unit trust management, and how can they be addressed?

Professionals in Unit Trust management often face challenges such as staying updated with constantly changing market conditions, ensuring regulatory compliance, and effectively communicating investment strategies to clients. Managing diverse portfolios requires close attention to risk management and performance monitoring. Building strong relationships with clients and collaborating closely with research analysts, compliance officers, and sales teams are essential for success. Continuous professional development and leveraging analytical tools can help address these challenges and support career growth within the industry.
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What job categories do people searching Unit Trust jobs look for?

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Unit Trust jobs near you
Infographic showing various Unit Trust job openings in the United States as of August 2026, with employment types broken down into 2% As Needed, 80% Full Time, 11% Part Time, and 7% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $41,170 per year, or $19.8 per hour.

Senior Relationship/Trust Advisor, WM

Northern Trust

Chicago, IL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 18 days ago

Northern Trust rating

8.2

Company rating: 8.2 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

Job description

About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
SENIOR RELATIONSHIP/TRUST ADVISOR, WEALTH MANAGEMENT
OH: R153403
The Senior Relationship Advisor role manages complex wealth management high net worth (HNW) and ultra-high net worth (UHNW) client relationships and delivers high quality fiduciary and administrative services. Partner assumes primary responsibility for overall client satisfaction by collaborating with other members of the service team and appropriate NT resources to ensure timely delivery of exceptional service, issue resolution, effective communication of client needs to others, and coordination with client's professional advisors to identify and implement advisory solutions.
  • 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. Exhibits clear knowledge of governing documents and account agreements, depth of knowledge of fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, financial planning, asset management and prudent investment principles. Pursues ongoing development of fiduciary and advisory knowledge and skills through training and experience.
  • Primarily responsible for leading client conversations for life driven wealth management, providing proactive advice to clients on NT's products/services, emerging issues, regulatory/tax changes, and appropriate actions for the client. Explains complicated concepts to clients in a thoughtful way using non-technical terminology and offers advisory solutions. Maintains a working knowledge of various NT resources and utilizes fiduciary knowledge, experience, and NT resources to identify opportunities for relationship enhancement.
  • Proactive client service with responsiveness, diplomacy and tact, using written and verbal communication with suitable frequency.
  • Builds and maintains knowledge of NT fiduciary standards and practices, applies fiduciary knowledge and judgment to 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. Provides leadership on fiduciary projects and committees. Work collaboratively with internal partners and external professional advisors in identifying client needs and goals and developing advice-driven solutions for clients.
  • Implements complex initiatives involving multiple disciplines and/or ambiguous issues.
The successful candidate will benefit from having the following competencies:
  • 12 - 15 years' experience as a relationship manager in trust administration, estate administration, estate planning, or related fields.
  • Due to the complexity of this portfolio, experience in working with high net worth (HNW) and ultra-high net worth (UHNW) clients is preferred.
  • The ability to manage a complex portfolio of over a million and/or billion in account under management (AUM).
  • Knowledge of fiduciary and financial products and services, usually acquired through related work experience, needed to manage client accounts.
  • Technical knowledge of investments, tax, legal, and operations usually acquired through formal education or related experience.
  • Knowledge of fiduciary standards, principles, and applicable laws and regulations usually acquired through training, seminars, or law school.
  • Skills in negotiating, problem solving, delegating, leadership, and sales are necessary to service the client relationship. In addition, a JD, and/or a CFP, CPWA and other related professional designations are strongly desired for this role.
  • Leadership and organizational skills are required to determine the Business Unit's goals, resources needed, and to assess and develop the skills of staff.
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).
Salary Range:
$164,600 - 288,000 USD
Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com .
We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.

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