Associate Relationship Manager, Investments

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

Job summary

Northern Trust is seeking an Associate Relationship Manager for the Global Family Office (GFO) Investment Practice. You will partner with Investment Relationship Managers to support a designated client base and drive business development efforts.

You will organize the service team to ensure timely execution, issue resolution, and superior client satisfaction, developing deep knowledge of client objectives and coordinating across internal stakeholders to onboard new mandates smoothly.

Qualifications

• Investment acumen to understand public/private asset classes and family office needs.
• Strong communication and relationship-building with senior executives.
• College degree and several years’ experience with institutional investors.
• Licensing: Series 7 and 63 required or must be obtained within 90 days.

Responsibilities

• Support client service and business development within the GFO Investment Practice.
• Coordinate with portfolio management, product management, operations, and reporting to satisfy client needs.
• Develop knowledge of client objectives and align Northern Trust solutions accordingly.
• Build relationships with family office executives and investment professionals as a day-to-day resource.
• Lead onboarding of new investment mandates ensuring a seamless setup with internal stakeholders.

Skills

Investment acumen

Communication skills

Relationship management

Licensing: Series 7 & 63

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.

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

$74,200 - 126,200 USD

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including 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, and 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.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [e-mail], or alternatively you can discuss your individual requirements with the recruiter you are working with.