Strategic Accounts Relationship Manager

Northern Trust • Chicago, IL

1d • Hybrid

About The Position

Northern Trust is a global leader in wealth management, asset servicing, asset management, and banking services. Since 1889, the company has been guided by its principles of Service, Expertise, and Integrity. With over 135 years of financial experience and more than 24,000 partners, Northern Trust serves sophisticated clients using leading technology and exceptional service. This role involves partnering with the Wealth Client Group of NTAM to manage relationships and drive the distribution of NTAM solutions through WCG Intermediary clients. The position requires aligning with NTAM leadership and sales teams to create targeted plans for specific investor segments and clients, promoting NTAM offerings through collaboration with product and marketing teams, and identifying necessary content and collateral. It also involves designing a coverage model and resource plan to support sales efforts with existing NTAM clients and prospects, aiming for high success rates. The role focuses on identifying and addressing clients and prospects with the highest probability of product adoption, introducing additional offerings, and deepening client relationships across the firm. Building strong relationships with intermediary and business partners within the territory is crucial for retaining assets and driving growth. The position requires domestic travel to WCG Intermediary client offices, estimated at 20-40% of the time.

Requirements

• Minimum of 3 years of investment sales experience
• Bachelor’s degree and/or relevant proven work experience is required
• NASD Series 7 and 66 (or 63 & 65) are required
• Knowledge of investment management areas across all products and segments such as fixed income, active and passive equities, cash, alternative investments, securities and international together with other Northern products and services, usually acquired through related work experience, is required to respond to client's needs
• Knowledge of national footprint across all channels including, but not limited to: Custodians, wirehouses, independent broker/dealers, regional broker/dealers, registered investment advisors, etc.
• Ability to communicate and sell Northern products and services to generate revenue for the bank.
• Knowledge of securities and pension industry products and services to compete with other financial institutions.
• Negotiation skills are necessary to respond to fee proposals.

Nice To Haves

• CFA designation preferred

Responsibilities

• Partner with the Wealth Client Group of NTAM for optimal top-down/bottom-up relationship management driving distribution of NTAM solutions through WCG Intermediary clients.
• Align with NTAM leadership and sales teams to create targeted tactical plans for specific investor segments and clients to capture flows through a dynamic product-focused strategy.
• Partner closely with product and marketing teams to create and execute plans to promote the NTAM offering.
• Identify appropriate content and collateral needed for consumption to ultimately drive new opportunities.
• Design coverage model and resource plan to support sales efforts with existing NTAM clients and prospects, including optimal coverage models and metrics in order to achieve high degrees of success.
• Identify and address clients and prospects that have the highest probability of product adoption.
• Work closely with partners to introduce additional offerings and deepen client relationships across the firm.
• Build deep relationships with all intermediary and business partners in your territory to enhance relationship and drive opportunities to retain assets and grow where we can.
• Travel to WCG Intermediary client offices domestically to discuss all above (approximately 20-40% travel).

Benefits

• retirement benefits (401k and pension)
• health and welfare benefits (medical, dental, vision, spending accounts and disability)
• paid time off
• parental and caregiver leave
• life & accident insurance
• other voluntary and well-being benefits
• discretionary bonus program that may include an equity component

What This Job Offers

• Job Type: Full-time
• Career Level: Senior