Lead Relationship Manager

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.

1.    Cultivates and manages deep, long-term relationships with clients, serving as the central point of contact and helping navigate complex financial needs.

2.    Develops referrals and leads from internal and external sources including centers of influence working with clients. 

3.    Understands each client’s unique family dynamics, financial goals, and philanthropic aspirations.

4.    Works with team of experts to  develop and implement customized Wealth Management strategies for clients.

5.    Orchestrates specialists to provide holistic financial services including wealth structuring, credit facilities, banking, asset management, budgeting, insurance, charitable giving, wealth transfer, and tax services.

6.    Develops tailored meeting agendas and presentations with proactive, targeted advice and a relationship timeline to fulfill client goals in the short, medium and long term.

7.    Reviews accounts to determine the banking, investment and advisory needs of clients; anticipates and creates opportunities for enhancing the client relationships.

8.    Contributes to organic growth by expanding current relationships and sourcing new ones. 

9.    Actively participates in the development of new and integrated solutions to meet client needs. 

10.    Brings in experts, when appropriate, and closes the sales. 

11.    Ensures smooth delivery of new services and communicates emerging needs.

12.    Incorporates digital solutions and capabilities to enhance the client experience. 

Knowledge: 
•    Broad understanding of Wealth Management principles including investment, tax planning, estate planning, and family governance
•    Proven ability to work across multiple disciplines and synthesize complex information
•    Outstanding communication skills with ability to translate technical concepts for various audiences
•    Strong relationship management capabilities and high emotional intelligence
•    Exceptional interpersonal, verbal, written, and presentation skills with ability to influence and negotiate

Experience: 
•    Degree or equivalent in a relevant field (Business Administration, Finance, Economics)
•    10 - 15 years industry experience, including significant experience in relationship management and portfolio management
•    MBA or Post-Graduate Degree preferred
•    CFP, CPA, CFA, CTFA, CFM certificate preferred
•    Series 7 and 63 required

Salary Range:

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.

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 MyHRHelp@ntrs.com, or alternatively you can discuss your individual requirements with the recruiter you are working with.