Associate Relationship Manager, Investments

056 Northern Trust Investments Inc; Chicago (IL); On-site; USD 74,000 - 126,000; Full time

Benefits offered by this job

401k and pension

Health and welfare benefits

Paid time off

Parental and caregiver leave

Life & accident insurance

Other voluntary benefits

Discretionary bonus program

Job summary

Northern Trust in Chicago seeks an Associate Relationship Manager for its Global Family Office (GFO) Investment Practice. You will partner with Investment Relationship Managers to support a designated client base, coordinating with portfolio management, product, and operations to meet client needs.

Build strong relationships with family office executives and key stakeholders, coordinate reporting, and assist with onboarding new mandates to ensure a seamless, high‑touch service experience.

Qualifications

• Bachelor’s degree and experience interacting with institutional investors or similar professional contacts.
• Strong investment acumen and ability to discuss public and private market solutions.
• Excellent communication, organization and attention to detail.

Responsibilities

• Support client service and business development within GFO Investment Practice.
• Coordinate with IRMs, portfolio management, operations and reporting to meet client needs.
• Onboard new investment mandates and ensure timely execution and issue resolution.

Skills

Investment knowledge

Client relationship

Communication skills

Time management

Education

College degree

Job description

About Northern Trust

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions. Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Primary Duties & Responsibilities

Support client service and business development efforts within Northern Trust Asset Management’s Global Family Office (GFO) Investment Practice. Associate Relationship Managers play a critical client-facing role, partnering closely with Investment Relationship Managers (IRMs) to support a designated client base and business development efforts. Help ensure client satisfaction by organizing and facilitating the efforts of Northern Trust Asset Management’s service team, engaging with portfolio management, product management, operations, reporting, and other key functions as needed. Serve as a key facilitator to ensure timely execution, issue resolution, and effective communication of client needs and priorities. Develop a deep understanding of each client’s investment objectives to help ensure alignment between client needs and Northern Trust solutions. Build and maintain strong relationships with family office executives, investment professionals, advisors, consultants, and other key stakeholders. Act as a trusted day-to-day resource by responding to inquiries, coordinating requests, facilitating reporting needs, and proactively identifying opportunities to add value. Develop and maintain knowledge of public and private market investment solutions, asset allocation frameworks, tax-aware investing approaches, portfolio construction, and industry trends affecting family offices. Participate in client and prospect meetings as needed, assisting with the preparation of presentation materials, investment reviews, and strategic discussions. Coordinate and prepare subject matter experts to support client conversations as needed. Lead the onboarding of new investment mandates and client relationships, ensuring a seamless implementation experience through coordination across internal stakeholders, consultants, custodians, and external advisors.

Necessary Knowledge, Skills and Experience

Investment acumen: Ability to develop knowledge across a broad range of public and private asset class solutions, including key Northern Trust Asset Management capabilities, along with awareness of industry trends influencing family offices. Communication Skills: Strong interpersonal, organizational, and communication skills with the ability to build credibility and trust with sophisticated family office executives, investment committees, consultants, legal advisors, and other centers of influence. Proven ability to manage multiple priorities, solve problems independently, and collaborate effectively across diverse internal teams. Demonstrated attention to detail and commitment to delivering a high-touch client experience.

Education & Experience

A College or University degree and several years’ experience interacting with institutional investors or similar professional contacts.

Licensing

Series 7 and 63 required or must be obtained within 90 days.

Salary Range

Salary Range: $74,200 - 126,200 USD Salary range is a good faith estimate of base pay.

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
• Northern Trust also provides a discretionary bonus program that may include an equity component.

Work Authorization

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).

Working with Us

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and 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.

Terms and Conditions

• Candidate Privacy Notice
• California Applicant Privacy Notice
• Pay Transparency
• Nondiscrimination Provision (U.S)
• Transparency in Coverage Disclosure – North America

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities.

If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), [phone] (Asia Pacific), 1800-425-0333 (India), [phone] (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.

APAC/INDIA EEO STATEMENT

It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants.

Canada EEO STATEMENT

Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance.

EMEA EEO STATEMENT

It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants.

Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

USA EEO STATEMENT

It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status.

EEO Know Your Rights (U.S.)