Senior Relationship Manager, GFO

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.

Senior Relationship Manager, Gfo

OH: R143000

• Responsible for acting as the technical/industry expert in managing complex wealth management relationships. Anticipates and identifies opportunities
• for expanding business relationships. Acts as key consultant to senior client contacts assisting in policy or process redesign.

Major Duties:

• Acts as the technical/industry expert in managing the delivery of master trust and custody services, analyzing client needs, recommending improvements, and assessing the impact of any newly recommended or additional financial services.
• Acts as key consultant to senior contacts, assisting in formulation of policy recommendations, redesign of processes, and creative problem solving.
• Facilitates planning sessions to develop new solutions to client needs. Anticipates or createsopportunities for enhancing client relationships through new products or services or increased consulting activities.
• Manages complex master trust and custody client relationships.
• Ensures overall client satisfaction by facilitating efforts of service team, coordinating resources to ensure timely delivery and issue-resolution, and effectively communicating client concerns/needs to partners.
• Educates client on emerging issues, regulatory and tax changes, and the general financial environment. Translates the impact on client activities and how it relates to bank services.
• Cross sells bank products/services and leads the development of new solutions to client needs. Coordinates presentations, brings in experts when appropriate, closes the sale, ensures smooth delivery of new services, and communicates emerging needs.
• Manages client profitability. Understands competitive environment and anticipates and identifies opportunities, develops pricing strategies, and works with team to enhance profitability.
• Recommends new services and products with an awareness of organizational implication of these decisions. 

The successful candidate will benefit from having the following competencies:

• 12 - 15 years’ experience as a relationship manager in trust administration, estate administration, estate planning, asset servicing or related fields.
• Knowledge of trust and asset services and business segment-specific issues usually acquired through work experience is required to manage complex 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, leadership, delegation, and sales are necessary to service the client relationship.
• Experience in working with ultra-high net worth (UHNW) clients is preferred.
• Skills in negotiating, problem solving, delegating, leadership, and sales are necessary to service the client relationship. In addition, a JD, and/or a CFP, CPWA and other related professional designations are strongly desired for this role.
• Leadership and organizational skills are required to determine the Business Unit's goals, resources needed, and to assess and develop the skills of staff.

Salary Range:

$137,400 - 240,400 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 MyHRHelp@ntrs.com.

 
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.