Lead Relationship Manager

Northern Trust • Greenwich, CT

9h

About The Position

Owns the retention and growth of high-potential (Tier IV) high net worth (HNW) and ultra-high new worth (UHNW) client relationships through a defined, structured, consistent sales and service model. Leads relationship planning, coordinates product specialists, delivers advice-driven solutions, and identifies opportunities to deepen client engagement.

Requirements

• Broad knowledge of personal financial planning.
• 10–15 years of industry experience, including substantial relationship management, portfolio management, fiduciary, and/or sales experience.
• Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

Nice To Haves

• Completion of any of the following is highly preferred: MBA and/or CFA, CFP, CIMA, CPWA, CAIA, CTFA and/or any professional designation that aligns with the financial services industry/wealth management.

Responsibilities

• Evaluate, develop, and implement comprehensive client relationship plans, overseeing clients’ total relationship.
• Assess clients’ banking and investment needs and identify growth opportunities.
• Build relationships, engage specialists, close sales, and ensure smooth service delivery.
• Structure and negotiate complex loans within lending limits while maintaining credit quality.
• Advise clients on financial issues, products, services, tax and regulatory changes, and market conditions.
• Coordinate partner teams to deliver accurate, timely solutions.
• Engage and coordinate with clients’ external advisors (attorney, CPA, etc.).
• Provide feedback on team members’ contributions to results.

Benefits

• flexible and collaborative work culture
• strong history of financial strength and stability
• Movement within the organization is encouraged
• senior leaders are accessible
• company committed to an inclusive workplace
• assisting the communities we serve
• Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture.
• Employees around the world give their time and talent to work for the greater good of their communities.
• Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed