Investment Relationship Associate

Northern Trust Corp; Chicago, Northern (IL, KY); Hybrid; USD 74,000 - 126,000; Full time

Job summary

Northern Trust is seeking an Associate Relationship Manager, Investments in Chicago to support client service and business development for the Global Family Office Investment Practice. You will collaborate with Investment Relationship Managers to ensure timely execution, issue resolution, and high-touch service for a designated client base.

You will deepen understanding of client objectives, maintain relationships with family office executives, and help prepare investment reviews and materials

Qualifications

• Investment acumen across a broad range of asset class solutions.
• Strong interpersonal, organizational, and communication skills.
• College degree and several years’ experience with institutional investors.
• Series 7 and 63 licensing or ability to obtain within 90 days.

Responsibilities

• Support client service and business development for GFO Investment Practice.
• Coordinate service team efforts to ensure timely execution and issue resolution.
• Understand client investment objectives to align with Northern Trust solutions.
• Build relationships with family office executives, advisors, and committees.
• Prepare for client meetings with presentations and investment reviews.
• Lead onboarding of new investment mandates and client relationships.

Skills

Investment acumen

Communication skills

Education

College degree

Job description

Northern Trust is seeking an Associate Relationship Manager, Investments in Chicago to support client service and business development for the Global Family Office Investment Practice. You will collaborate with Investment Relationship Managers to ensure timely execution, issue resolution, and high-touch service for a designated client base.

You will deepen understanding of client objectives, maintain relationships with family office executives, and help prepare investment reviews and materials