Senior Relationship Manager
2 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.
Job Title: Senior Relationship Manager, GFOThe Global Family & Private Investment Offices team (GFO) is a sales and client servicing group within the Wealth Management division, dedicated to supporting ultra-high net worth individuals and families with over $500 million in investable assets. Our clients require a personal and high-touch approach, as well as the highest level of discretion.
Job Description SummaryAs a Senior Relationship Manager, you will be responsible for acting as our clients' lead relationship manager, providing technical and industry expertise in managing complex multi-generational wealth management relationships. You will anticipate and identify opportunities for expanding business relationships, act as a key consultant to senior client contacts, and assist in policy or process redesign.
Key Responsibilities:- Manage the delivery of trust and custody services, identifying and analyzing client needs, recommending improvements, and assessing the impact of newly recommended or additional financial services.
- Act as a key consultant to senior client contacts, assisting in the formulation of policy recommendations, redesign of processes, and creative problem-solving.
- Facilitate strategic planning sessions to develop additional solutions to client needs.
- Anticipate or create opportunities for enhancing client relationships through additional services or increased consulting activities.
- Manage complex trust and custody client relationships.
- Ensure overall client satisfaction by facilitating efforts of the service team, coordinating resources to ensure timely delivery and issue-resolution, and effectively communicating client concerns/needs to partners.
- Educate clients on emerging issues, regulatory and tax changes, and the general financial environment.
- Translate the impact on client activities and how it relates to bank services.
- Identify additional bank services and solutions and lead the development of new solutions to client needs.
- Coordinate presentations, bring in experts when appropriate, close the sale, ensure smooth delivery of new services, and communicate emerging needs.
- Manage and understand drivers of client profitability and drive increased margins.
- Understand the competitive environment and anticipate and identify opportunities, develop pricing strategies, and work with the team to enhance profitability.
- Recommend new services with an awareness of organizational implications of these decisions.
- Knowledge of trust and asset servicing is required to manage complex Single Family Office client relationships.
- Knowledge of general finance and portfolio management concepts is needed to consult on client needs.
- Skills in negotiation, leadership, delegation, and sales are necessary to service the client relationship.
- 10-15 years in financial servicing; minimum 5 years in trust and asset services.
We are 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 MyHRH[redacted].
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.
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