Client Executive, Institutional Trust

Northern TrustToronto, ON
Hybrid

About The Position

The Client Executive owns and grows a portfolio of multinational clients, with full responsibility for retention, relationship expansion, and client satisfaction across Northern Trust. This role delivers tailored, advice driven solutions while identifying opportunities to deepen relationships and drive growth. In this role, you will strategically manage institutional asset servicing clients, focusing on client satisfaction, retention, and revenue growth while proactively mitigating risk for both the client and the organization. You will work closely with product partners to deliver innovative solutions tailored to each client, drawing on capabilities across Northern Trust Asset Management, Northern Trust Securities, and Front Office Solutions. You will act as a trusted advisor, anticipating client needs and connecting the right resources to deliver results.

Requirements

  • 10 to 15 years of experience in relationship management, client servicing, and business development within financial services
  • Experience across asset servicing, custody, trust, and investment products
  • Understanding of banking, credit, and treasury services
  • Proven ability to manage complex client relationships and drive growth
  • Strong commercial mindset with experience managing profitability
  • Excellent communication, influencing, and relationship management skills
  • Ability to lead client discussions, negotiate, and close opportunities
  • Strong organizational skills with the ability to coordinate across teams

Nice To Haves

  • Knowledge Understanding of asset servicing, trust, and investment solutions
  • Knowledge of industry trends, regulatory environment, and client challenges
  • Familiarity with Northern Trust capabilities across Asset Management, Securities, and Front Office Solutions
  • Awareness of market dynamics and competitive landscape

Responsibilities

  • Manage a portfolio of complex master trust, custody, and asset servicing clients
  • Own and execute client relationship strategies focused on retention, growth, and long term value
  • Identify opportunities to expand services by aligning client needs with firm capabilities
  • Build and maintain strong relationships with clients and their advisors through proactive engagement
  • Deliver insights on industry trends, regulatory developments, and evolving client needs
  • Partner with internal teams to design and deliver tailored solutions
  • Lead relationship reviews, track progress against goals, and adjust strategies as needed
  • Own client profitability, including pricing and overall contribution
  • Understand the competitive landscape and position Northern Trust effectively
  • Support new business development and prospecting efforts within the market
  • Escalate and resolve client issues to ensure a consistent client experience
  • Engage senior leadership as needed to support strategic relationships

Benefits

  • flexible and collaborative work culture
  • financial strength and stability
  • Movement within the organization is encouraged
  • senior leaders are accessible
  • company committed to assisting the communities we serve
  • work-life balance
  • career mobility
  • unique opportunities
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