Relationship Manager - Insurance Clients

The Northern Trust Company; Chicago (IL); On-site; USD 115,000 - 195,000; Full time

Job summary

Northern Trust is seeking a Relationship Manager for its Global Institutional Client Group in Chicago. You will own the client experience across the relationship lifecycle, coordinate onboarding, ongoing service, and strategic initiatives, and lead complex client issue resolution.

You will conduct portfolio reviews and due-diligence meetings, align activities with GICG priorities, and collaborate with sales, consultant relations and associates to uncover opportunities, while supporting career

Qualifications

• Minimum 8 years client-facing experience in institutional settings.
• A college/university degree and 8+ years in institutional asset management.
• Experience with a broad range of asset classes and strong communication skills.

Responsibilities

• Own the client experience across the relationship lifecycle and onboarding.
• Lead portfolio reviews, due-diligence meetings and follow-up actions.
• Align activities with GICG priorities and prepare SME partners for meetings.
• Collaborate with sales, consultant relations and associates to uncover opportunities.
• Demonstrate deep understanding of clients' priorities and build execution plans.
• Champion career growth of associates and maintain organized client communications.

Skills

Client facing

Relationship management

Asset management knowledge

Education

Bachelor's 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.

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.

Position Summary

The Relationship Manager plays an integral role in the Global Institutional Client Group, responsible for positioning NTAM as an essential partner to our existing institutional clients.

Key responsibilities

• Own the client experience throughout the relationship lifecycle, partnering across Northern Trust to deliver best-in-class onboarding, ongoing service and strategic initiatives; lead the resolution of complex client issues.
• Own portfolio reviews and due-diligence meetings, including setting the agenda, identifying commercial priorities, preparing SME partners, overseeing presentation development, leading the meeting and ensuring timely follow-up; includes travel as needed;
• Demonstrate a deep understanding of clients' strategic priorities and build execution plans to support them in the year ahead; ensure SalesForce is complete and accurate reflecting these priorities
• Partner with sales, consultant relations and associates to uncover new opportunities to partner with our clients
• Align activities and financial results to GICG's strategic priorities
• Champion the career growth of Associates

Experience

• Minimum 8 years client facing experience. Knowledge of the unique investing needs of insurance companies is strongly preferred.
• A College or University degree and 8+ year in institutional asset management
• Experience representing an array of asset classes and disciplines across equity, fixed income, multi-asset and alternatives
• Strong communication and organization skills, with the ability to work across a large organization whilst managing many competing priorities
• Series 7 and 63 required

Salary Range

$114,700 - 194,900 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

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.