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Consultant Relations Associate

4 months ago

Chicago, United States Northern Trust Full time

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Consultant Relations Associate

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locations

Chicago, IL

time type

Full time

posted on

Posted 2 Days Ago

job requisition id

R128671

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. Role Summary: The Consultant Relations team is responsible for establishing and cultivating partnerships with institutional investment consulting firms. Coverage spans from global consulting firms to regional focused firms throughout the US. Efforts focused on building credibility and securing formal strategy ratings across asset management capabilities including 50 South Capital. Requires collaboration with internal partners focused on distribution and servicing efforts across client segments. The Consultant Relations team focuses a large percentage of their time raising visibility of our firm and capabilities amongst field consultant that advise institutional clients. Given the nature of the Consultant Relations effort, the Associate will get exposure to a mixture of Distribution, Client Service, and Investment-related activities. Primary Duties and Responsibilities: Communicate with prospective clients and consultants to gain in-depth understanding of client servicing needs and opportunities.

Formulate, coordinate and implement plans and solutions in conjunction with internal and external partners.

Act as the initial point of contact for complex prospect or partner inquiries for Asset Management products and services.

Respond to inquiries by providing the requested information/analysis or referring the inquiry to the appropriate partners for resolution. Keep abreast of new and existing investment products and services.

Research and compile competitive information.

Assist the Sales Team with the tracking and development of sales opportunities.

Prepare presentations for meetings primarily focused on deepening partnerships with consultants .

Provide oversight of the RFP/RFI process.

Recommend enhancements to management for changes in processes, products, or services based on inquiries received and the client's experience.

Ensures overall satisfaction by facilitating efforts of service team, coordinating resources to ensure timely delivery and issue-resolution, and effectively communicating concerns/needs to partners.

Knowledge and Skills to be Gained: Development of a broad understanding of asset management services and an in-depth knowledge of the complexities the Institutional Consultant segment.

Direct exposure to Consultant Relations Directors, a view into differing engagement approaches across consultants, understanding of how different investment consulting firms are structure, and where this is alignment across NTAM investment capabilities.

Exposure to Client Portfolio Managers across asset classes to build knowledge of NTAM capabilities and differentiators in the market place.

Market knowledge of asset management competitors and key trends.

Hands on research, problem solving, and analytical projects with opportunities to present findings to team members, including members of leadership.

Necessary Knowledge and Skills: Analytical and organizational skills.

Negotiation and leadership skills.

Ability to manage conflicting priorities and workflows.

Curious mindset, analytical thinker, problem solver, and can-do attitude

Necessary Experience and Education: 3-5 years of Institutional client servicing and a minimum of 2 years of investment related experience desired but not required.

Experience with eVestment, Salesforce, Excel, PowerPoint and Adobe Writer a plus.

Series 7 and 63 licenses required and must be obtained with the first 90 days of employment.

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. Similar Jobs (1)

Relationship Manager, Asset Servicing Consultant Relations, North America

remote type

Hybrid

locations

Chicago, IL

time type

Full time

posted on

Posted 30+ Days Ago

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