Senior Strategic Relationship Manager

About the Company

As a global leader in innovative wealth management, asset servicing, asset management, and banking services, Northern Trust (Nasdaq: NTRS) guides the world’s most successful individuals, families, corporations, and institutions. Since 1889, the company has aligned its efforts with three guiding Principles That Endure: Service, Expertise, and Integrity. With over 135 years of financial experience and more than 24,000 partners, Northern Trust serves sophisticated clients using leading technology and exceptional service.

About the Role

Responsible for driving revenue by selling and retaining investment products and services with a focus on ETF, Mutual Fund, Separately Managed Accounts, Alternative Investments, and Multi Asset Class products and services to prospective clients. Acts as the technical expert and lead on major national accounts regarding the bank's products and services and the outside marketplace.

Responsibilities

• Sells ETF, Mutual Fund, and Multi Asset Class products and services to suitable prospects, producing fee revenue for the bank.
• Identifies new prospects by researching potential needs and prioritizing and producing a business plan.
• Acts as the technical expert and lead on major national accounts regarding the bank's products and services and the outside marketplace, including competitors.
• Makes customized sales presentations to large and complex clients utilizing knowledge of the bank’s products and services.
• Utilizes knowledge of the bank’s investment, trust, custody, and securities products and services to work with internal partners and recommend new services or products to clients.
• Maintains ongoing relationships with advisors, home office personnel, and other centers of influence to promote the bank’s products and services.
• Optimizes revenue and profitability of key strategic relationships.
• Maintains knowledge of the bank’s products and services by engaging with other financial institutions, partners, and staying updated on laws and regulations affecting the industry.
• Stays informed about competitors and their products and services.
• Works cross-functionally with sales, product, investment, custody, and operations teams to deliver a unified Northern Trust experience to strategic clients.

Requirements

• 10+ years of investment sales experience, including an extensive network of RIA contacts.
• Bachelor’s degree and/or relevant proven work experience is required.
• NASD Series 7 and 66 (or 63 & 65) are required.
• CFA is strongly preferred.

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 markets, along with other Northern Trust products and services.
• Understanding of the national footprint across all channels, including custodians, wirehouses, independent broker/dealers, regional broker/dealers, and registered investment advisors.
• Ability to communicate and sell Northern Trust products and services to generate revenue.
• Knowledge of securities and pension industry products and services to compete with other financial institutions.
• Strong negotiation skills to respond to fee proposals.
• Leadership and organizational skills.

Pay

Salary range is $158,010 - $268,640 USD. The range is a good faith estimate of base pay. Northern Trust provides a discretionary bonus program that may include an equity component.

Benefits

• 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 and accident insurance.
• Other voluntary and well-being benefits.

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.

Working with Us

As a Northern Trust partner, you will be part of a flexible and collaborative work culture with a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and the company is committed to an inclusive workplace and supporting the communities it serves. Philanthropy is deeply rooted in Northern Trust’s history and culture, with employees around the world contributing their time and talent to community initiatives.

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 the HR Service Center at MyHRHelp@ntrs.com or discuss your requirements with the recruiter you are working with.