Relationship Manager, Global Fund Services

Northern Trust; Chicago (IL); On-site; USD 83,000 - 142,000; Full time

Job summary

An established industry player seeks a Relationship Manager for Global Fund Services in Chicago. This role involves managing client relationships, ensuring satisfaction, and driving revenue through cross-selling. With a focus on client needs and industry trends, you'll collaborate with internal teams to deliver exceptional service. Join a company committed to integrity and service excellence, where your expertise will contribute to the success of sophisticated clients. If you have a passion for finance and a consultative approach, this opportunity is designed for you.

Benefits

401k and Pension

Health and Welfare Benefits

Paid Time Off

Parental and Caregiver Leave

Life & Accident Insurance

Discretionary Bonus Program

Qualifications

• 7-10 years of experience in financial services, preferably in asset management.
• Knowledge of trust or asset management and accounting.
• Understanding of finance and portfolio management concepts.

Responsibilities

• Manage client relationships and support service delivery for Global Fund Services.
• Ensure client satisfaction and facilitate communication with internal partners.
• Cross-sell products and services to generate additional revenue.

Skills

Client Relationship Management

Negotiation Skills

Leadership

Client Service

Education

Bachelor's Degree in Finance or Related Field

Experience in Asset Management

Job description

Relationship Manager, Global Fund Services

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About Northern Trust

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

About Northern Trust

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Responsible for managing client relationships and supporting overall client service and delivery across all applicable disciplines (Custody, Fund Accounting and Administration, Transfer Agency) for Global Fund Services (GFS) clients. Facilitates efforts of the service team and other internal stakeholders, coordinating resources to ensure timely service delivery and issue-resolution, and effectively communicating client concerns/needs to internal partners. Identifies opportunities to add value to the relationship and generates additional revenue by cross-selling products and services.

• Acts as the main client contact representing all applicable product disciplines and provides for escalation on client queries and issue resolution.
• Ensures overall client satisfaction by facilitating efforts of service team, coordinates and executes relationship governance structure to ensure effective communication with clients and Northern Trust partners.
• Review, approve and ensure timely publication of monthly reporting to consultants/clients including calculating KPI levels.
• Consistently displays a balanced, cross-functional perspective, consulting with the rest of the business to improve efficiency, effectiveness, and productivity.
• Assist Client Service Managers with overall project planning for key clients, inclusive of ensuring all relevant internal and external parties are aware of ongoing projects, meeting their respective deliverables and keeping the client informed of progress towards project completion.
• Acts as a centralized technical resource and subject matter expert for various tasks associated with client/account and product/service changes.
• Develops complete understanding of client’s business, strategic objectives, goals, market challenges, and aligns to Northern Trust’s business / product strategy.
• Cultivates strong working relationships with client contacts. Demonstrates ability to add value with consultative approach by anticipating client needs and possible solutions, and partnering with client to implement.
• Educates client on industry trends, emerging issues, and regulatory / tax changes, while highlighting Northern Trust products and services, thought leadership, and solutions.
• Cross-sells Northern Trust products / services and participates in development of solutions to meet client needs, coordinates presentations, introduces Northern Trust experts when appropriate, closes the sale, and ensures smooth delivery of new services.
• Manages client profitability, understands competitive environment, develops pricing strategies, and works with team to enhance profitability.
  
  

Knowledge / Skills / Experience

• Required 7-10 years of experience in financial services, preferably in asset management or asset servicing.
• Knowledge of trust or asset management and accounting usually acquired through related work experience is required to manage client relationships.
• Knowledge of general finance and portfolio management concepts usually acquired through formal education or experience is needed to consult on client needs.
• Skills in negotiation, delegating, leadership, and client service.
  
  

Salary Range

$83,100 - 141,300 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.

Working With Us

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.

We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater

Reasonable accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [e-mail].

We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

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