Strategic Relationship Manager, Insurance Institutions

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

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.