Head of Strategic Accounts- Wealth

2 weeks ago


Chicago, United States Northern Trust Full time

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.

Strategic Account Manager – Wealth

The Strategic Account Manager role – Wealth is a unique and pivotal role in advancing the relationship with our partners in Wealth as a key strategic relationship. This role requires a combination of sales expertise, financial acumen and strong communication skills.

Responsibilities include:
  1. Develop and implement strategic plans to achieve revenue targets within Wealth.
  2. Identify and prioritize opportunities for growth.
  3. Align with distribution to achieve revenue targets.
  4. Maintain and deepen relationships with the Northern Trust Wealth Investment Practice to maximize coverage with product, due diligence, advisory sales leadership, operations and logistics.
  5. Develop a full understanding/articulation of the services NTAM provides to wealth and conduct systematic review of services/products/pricing and SLA’s.
  6. Exhibit a deep expertise with product and portfolio construction across fixed income, equities, and alternatives.
  7. Collaborate with cross-functional teams including product development, marketing and operations to ensure alignment and delivery of solutions that meet Wealth needs.
  8. Negotiate fee and pricing agreements to ensure profitability and sustainable growth for Northern Trust.
  9. Stay abreast of industry regulations, compliance requirements and market dynamics to inform strategic decision making and mitigate risk.
Requirements:
  1. Proven track record of success in sales, account management and business development within the financial services industry.
  2. Strong understanding of financial products and services.
  3. 15+ years financial services experience.
  4. Excellent communication and interpersonal skills with ability to build rapport and influence key stakeholders.
  5. Prefer advanced degree or designations such as CFA, CAIA, CIMA, CFP, CPA.
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.

#J-18808-Ljbffr

  • Chicago, United States Northern Trust Full time

    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...


  • Chicago, Illinois, United States Northern Trust Full time

    About Northern Trust:Northern Trust is a leading global financial institution with a rich history dating back to 1889. We are committed to providing innovative financial services and guidance to the world's most successful individuals, families, and institutions.Our team of experts is dedicated to helping our clients achieve their financial goals through our...


  • Chicago, United States Northern Trust Full time

    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...


  • Chicago, United States Northern Trust Full time

    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...


  • Chicago, Illinois, United States The Judson Group Full time

    The Judson Group is seeking a Strategic Wealth Management Leader to join their team. This individual will be responsible for managing high net worth clients and developing comprehensive financial plans and long-term investment strategies. The ideal candidate will have a strong investment background, knowledge of UHNW wealth planning strategies, and a proven...


  • Chicago, Illinois, United States Vigilant Wealth Management Full time

    Company OverviewVigilant Wealth Management is a leading wealth management firm that provides investment, financial, and retirement planning services to individuals, foundations, and family offices. We also offer 401(k) consulting and cash management services to corporations. Our capital solutions, operational support services, size, and scale empower our...


  • Chicago, Illinois, United States The LaSalle Group Full time

    Job Title: Head of Business DevelopmentLaSalle Network is seeking a seasoned professional to lead our business development efforts. As the Head of Business Development, you will be responsible for driving revenue growth, enhancing market presence, and increasing Assets Under Management (AUM).Key Responsibilities:Develop and execute a comprehensive business...


  • Chicago, Illinois, United States Red Bull Full time

    Main Responsibilities:As a Regional Account Manager - Strategic Partnerships, you will oversee regional key account volume quotas, spending budgets, and results within a specific national chain. You will develop productive business relationships with assigned accounts and align all regional programming or promotional activity with the overarching chain...


  • Chicago, Illinois, United States LaSalle Network Full time

    Job Title: Head of Practice ManagementAbout the Role:We are seeking a highly skilled and experienced Head of Practice Management to join our team at LaSalle Network. As a key member of our organization, you will be responsible for leading the practice management function and developing strategies to improve the operational and financial performance of our...


  • Chicago, United States Calculated Hire Full time

    Wealth AnalystOverviewProvides support and product expertise for the financial planning business development, sales and service delivered by private wealth advisors and relationship managers. Services relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the overall...


  • chicago, United States Calculated Hire Full time

    Wealth AnalystOverviewProvides support and product expertise for the financial planning business development, sales and service delivered by private wealth advisors and relationship managers. Services relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the overall...


  • chicago, United States Calculated Hire Full time

    Wealth AnalystOverviewProvides support and product expertise for the financial planning business development, sales and service delivered by private wealth advisors and relationship managers. Services relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the overall...


  • Chicago, Illinois, United States LaSalle Network Full time

    Head of Practice ManagementLaSalle Network is seeking a seasoned professional to lead our practice management function. As Head of Practice Management, you will be responsible for developing and executing strategies to improve the operational and financial performance of our partner RIAs.Key Responsibilities:Develop and execute strategies to improve...


  • Chicago, Illinois, United States Northern Trust Full time

    About Northern Trust:Northern Trust is a globally recognized, award-winning financial institution with a rich history dating back to 1889. As a Fortune 500 company, we provide innovative financial services and guidance to the world's most successful individuals, families, and institutions.We are committed to delivering exceptional service, expertise, and...


  • Chicago, Illinois, United States Calculated Hire Full time

    **Wealth Management Financial Analyst Role**We are seeking an experienced Wealth Management Financial Analyst to join our team at Calculated Hire. The successful candidate will be responsible for providing support and product expertise for the financial planning business development, sales, and service delivered by private wealth advisors and relationship...


  • Chicago, Illinois, United States Rockefeller Financial Full time

    About Rockefeller Capital ManagementRockefeller Capital Management is a leading independent financial advisory services firm, established in 2018. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from...


  • Chicago, Illinois, United States Northern Trust Full time

    Job SummaryNorthern Trust, a leading financial institution, seeks a skilled Wealth Channel Marketing Manager to develop and execute integrated campaigns that expand and deepen relationships with clients and prospects.This role will serve as a strategic business partner, working closely with Northern Trust Wealth Management and NTAM's Wealth Client Group to...


  • Chicago, United States Rockefeller Capital Management Full time

    About Rockefeller Capital ManagementRockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from...


  • Chicago, Illinois, United States BMO US Full time

    Job DescriptionJob Title: Wealth Management DirectorJob Summary: We are seeking a highly skilled and experienced Wealth Management Director to join our team at BMO US. The successful candidate will be responsible for managing a portfolio of high net worth clients, providing advisory-based sales and relationship management, and delivering exceptional client...


  • Chicago, Illinois, United States Synchrony Full time

    Job SummaryThe Head of Strategic Partnerships will contribute to business growth by expanding Synchrony's distribution channels through partnerships with external platform providers. This role is responsible for acquiring new merchants and customers and executing on product delivery for the next generation of consumer financial technology.Key...