Relationship Manager
4 weeks ago
About Northern Trust:
Northern Trust is a leading financial institution with a rich history dating back to 1889. We provide innovative financial services and guidance to successful individuals, families, and institutions, upholding our core values of service, expertise, and integrity.
With over 130 years of experience and a global presence, we serve the world's most sophisticated clients using cutting-edge technology and exceptional service.
Key Responsibilities:
Develop and maintain strong relationships with clients, working closely with their professional advisors to understand their needs and goals.
Lead client conversations that incorporate Northern Trust's Goals Driven Wealth Management and Holistic framework process.
Maintain a thorough knowledge of Northern Trust's resources and services, identifying opportunities for relationship enhancement and collaboration with internal teams.
Exhibit knowledge of Advisory Practice services, capital markets, banking products, asset management, financial planning, and prudent investment principles.
Cultivate relationships with external advisors, providing a coordinated approach to client servicing and deepening relationships.
Understand and comply with internal policies, processes, and procedures to ensure prudent risk management and judgment.
Grow the existing book of business through additions, referrals, and travel to meet with clients, considering revenue, new business opportunities, or servicing requirements.
Provide proactive advice to clients on Northern Trust's products, emerging issues, and appropriate actions.
Teach and mentor less experienced partners.
Requirements:
A College or University degree is preferred. A minimum of 10 years of experience in asset servicing, relationship management, personal trust, investment management, or related fields is preferred.
Compensation:
Northern Trust provides a comprehensive benefits package, including retirement and pension plan contributions, health and welfare benefits, paid time off, parental and caregiver leave, life insurance, and other wellbeing benefits.
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 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.
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.
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