Strategic Accounts Relationship Manager

About the role

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.
• Promote the NTAM offering by partnering closely with product and marketing teams.
• Create and execute plans to 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.
• Identify and address clients and prospects that have the highest probability of product adoption.
• Work closely with partners to introduce additional offerings and deepen client relationships across the firm.

  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.

  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.