Lead Relationship Manager

Northern Trust; Greenwich (CT); On-site; USD 150,000 - 190,000; Full time

Benefits offered by this job

Inclusive workplace

Philanthropy culture

Job summary

Northern Trust is seeking a senior client relationship professional to own the retention and growth of high-potential HNW/UHNW client relationships in a structured sales and service model.

The role leads relationship planning, coordinates product specialists, and delivers advice-driven solutions while identifying opportunities to deepen client engagement.

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 MBA and/or CFA, CFP, CIMA, CPWA, CAIA, CTFA and/or any professional designation that aligns with the financial services industry/wealth management.

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.

Skills

Relationship management

Portfolio management

Financial planning

Sales experience

Education

MBA

CFA

CFP

CIMA

CPWA

CAIA

CTFA

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.

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.