Strategic Account Manager
3 weeks ago
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 expertise in wealth management, asset management, and banking services.
The Strategic Account Manager - Wealth role is a key position in advancing our relationships with our partners in Wealth. This role requires a unique combination of sales expertise, financial acumen, and strong communication skills.
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 NTAM provides to wealth and conduct systematic review of services/products/pricing and SLAs.
- 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 ability to build rapport and influence key stakeholders.
- Prefer advanced degree or designations such as CFA, CAIA, CIMA, CFP, CPA.
Working with Us:
Northern Trust is committed to creating a workplace where our employees can thrive and grow. We offer a flexible and collaborative work culture, opportunities for professional development, and a commitment to diversity and inclusion.
We are proud to be a part of a company that is dedicated to making a positive impact in the communities we serve.
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