Lead Relationship Manager

Northern Trust Corp; Greenwich (CT); On-site; USD 180,000 - 280,000; Full time

Job summary

Northern Trust is seeking a seasoned client relationship professional to manage and expand high net worth accounts. You will own retention and growth of Tier IV/HNW/UHNW clients, guiding strategy, coordinating product specialists, and delivering advice-driven solutions across banking and investment needs.

Ideal candidates bring 10–15 years in wealth management, a track record in fiduciary/sales roles, and professional designations such as MBA/CFA/CFP.

Qualifications

• Broad knowledge of personal financial planning.
• 10-15 years of industry experience including relationship management, portfolio management, fiduciary or sales experience.
• MBA and/or CFA, CFP, CIMA, CPWA, CAIA, CTFA or similar financial services designations preferred.

Responsibilities

• Evaluate, develop, and implement client relationship plans across 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 loans within lending limits while maintaining credit quality.
• Advise clients on financial issues, products, services, taxes and regulatory changes.

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.

Role Summary

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.

Key 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.

Qualifications

Broad knowledge of personal financial planning. 10-15 years of industry experience, including substantial relationship management, portfolio management, fiduciary, and/or sales experience. 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.

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.

In addition, 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.

Looking for greater? You found it.

A global financial leader with more than 22,000 employees in 23 locations worldwide, Northern Trust empowers our employees to achieve more than just business goals. Our focus on work-life balance, career mobility and unique opportunities are just a few of the reasons we've been named one of the world's most admired companies.

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. 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.

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 under 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.)