Strategic Account Manager
4 weeks ago
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 take pride in our enduring principles of service, expertise, and integrity, which have enabled us to build long-lasting relationships with our clients. With over 130 years of financial experience and a network of over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
Role Overview:
The Strategic Account Manager - Wealth role is a critical position in advancing our relationships with key partners in the Wealth sector. This role requires a unique blend of sales expertise, financial acumen, and strong communication skills.
Key Responsibilities:
- Develop and implement strategic plans to achieve revenue targets within Wealth.
- Identify and prioritize opportunities for growth.
- Align with distribution to achieve revenue targets.
- Maintain and deepen relationships with the Northern Trust Wealth Investment Practice to maximize coverage with product, due diligence, advisory sales leadership, operations, and logistics.
- Develop a full understanding of the services provided by NTAM to Wealth and conduct systematic reviews of services, products, pricing, and SLAs.
- Exhibit deep expertise with product and portfolio construction across fixed income, equities, and alternatives.
- Collaborate with cross-functional teams, including product development, marketing, and operations, to ensure alignment and delivery of solutions that meet Wealth needs.
- Negotiate fee and pricing agreements to ensure profitability and sustainable growth for Northern Trust.
- Stay abreast of industry regulations, compliance requirements, and market dynamics to inform strategic decision-making and mitigate risk.
Requirements:
- Proven track record of success in sales, account management, and business development within the financial services industry.
- Strong understanding of financial products and services.
- 15+ years of financial services experience.
- Excellent communication and interpersonal skills with the ability to build rapport and influence key stakeholders.
- Prefer advanced degree or designations such as CFA, CAIA, CIMA, CFP, or CPA.
Working with Us:
As a Northern Trust partner, you will be part of a flexible and collaborative work culture in an organization where financial strength and stability are assets that enable us to explore new ideas. We encourage movement within the organization, our 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 and build your career with us.
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