Strategic Accounts Relationship Manager

056 Northern Trust Investments Inc; Chicago (IL); On-site; USD 100,000 - 169,000; Full time

Benefits offered by this job

Comprehensive benefits

Discretionary bonus program

Job summary

Northern Trust is seeking a senior investment sales professional to partner with the Wealth Client Group of NTAM and drive distribution to intermediary clients. You will align with leadership and sales teams to create tactical plans, collaborate with product and marketing to promote NTAM offerings, and design coverage models to maximize client opportunities.

The role requires a minimum of 3 years in investment sales, a bachelor’s degree, and Series 7/66 licenses. CFA is preferred.

Qualifications

• Minimum of 3 years of investment sales experience.
• Bachelor’s degree required.
• NASD Series 7 and 66 licenses required.
• CFA designation preferred.

Responsibilities

• Partner with the Wealth Client Group of NTAM to drive distribution and plan client coverage.
• Identify clients with high product adoption potential and deepen relationships across the firm.
• Build relationships with intermediary partners to retain assets and grow assets under management.
• Travel domestically to client offices 20–40%.

Skills

Investment sales

Relationship management

Client communication

Travel readiness

Education

Bachelor's degree

Series 7/66 license

CFA designation preferred

Tools

NASD Series 7/66

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.

Responsibilities

1. Partner with the Wealth Client Group of NTAM for optimal top-down/bottom-up relationship management driving distribution of NTAM solutions through WCG Intermediary clients. Align with NTAM leadership and sales teams to: Create targeted tactical plans for specific investor segments and clients to capture flows through a dynamic product-focused strategy. Partner closely with product and marketing teams to create and execute plans to promote the NTAM offering. Identify appropriate content and collateral needed for consumption to ultimately drive new opportunities. Design coverage model and resource plan to support sales efforts with existing NTAM clients and prospects, including optimal coverage models and metrics in order to achieve high degrees of success.
2. Identify and address clients and prospects that have the highest probability of product adoption. As progress is made, this role will work closely with partners to introduce additional offerings and deepen client relationships across the firm.
3. Build deep relationships with all intermediary and business partners in your territory to enhance relationship and drive opportunities to retain assets and grow where we can.
4. Travel to WCG Intermediary client offices domestically to discuss all above (approximately 20-40% travel)

Requirements

• Minimum of 3 years of investment sales experience
• Bachelor’s degree and/or relevant proven work experience is required
• NASD Series 7 and 66 (or 63 & 65) are required
• CFA designation preferred

Competencies and Skills

• Knowledge of investment management areas across all products and segments such as fixed income, active and passive equities, cash, alternative investments, securities and international together with other Northern products and services, usually acquired through related work experience, is required to respond to client's needs
• Knowledge of national footprint across all channels including, but not limited to: Custodians, wirehouses, independent broker/dealers, regional broker/dealers, registered investment advisors, etc.
• Ability to communicate and sell Northern products and services to generate revenue for the bank.
• Knowledge of securities and pension industry products and services to compete with other financial institutions.
• Negotiation skills are necessary to respond to fee proposals.

Salary and Benefits

Salary Range: $99,600 - 169,200 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 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. 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.

EEO Statements

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.

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.

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.

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.)