Relationship Manager - Insurance Clients

056 Northern Trust Investments Inc; Chicago (IL); On-site; USD 115,000 - 195,000; Full time

Job summary

Northern Trust is seeking a Relationship Manager to join the Global Institutional Client Group. You will own the client experience, lead portfolio reviews, and partner across the firm to uncover opportunities and align actions with strategic priorities.

The role requires 8+ years in institutional asset management, a college degree, and licenses Series 7 and 63. Travel may be required as part of duties and client coverage.

Qualifications

• Minimum 8 years client-facing experience in institutional asset management.
• 8+ years in institutional asset management with a college degree.
• Experience across asset classes: equity, fixed income, multi-asset and alternatives.
• Series 7 and 63 licenses required.

Responsibilities

• Own the client experience across lifecycle, coordinating onboarding and ongoing service.
• Lead portfolio reviews and due-diligence meetings; set agenda and follow-up; travel as needed.
• Translate client priorities into execution plans; ensure Salesforce reflects priorities.
• Partner with sales and consultants to uncover new opportunities.
• Align activities and financial results with GICG priorities.
• Support career growth of associates.

Skills

Client facing

Insurance investing knowledge

Communication skills

Organization skills

Series 7/63

Education

College 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.

Benefits

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 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.

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.

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 by 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.