Strategic Accounts Relationship Manager

Northern Trust
Chicago
Workplace: OnsiteFull timeUSD 99,600 - 169,200 annuallyFunction: Customer Success & Account ManagementExperience: 3+ yearsEducation: bachelorsSkills: ["Relationship management","Communication","Selling","Negotiation"]

Drive relationship management and distribution of investment solutions through WCG intermediary clients by partnering with the Wealth Client Group and aligning with NTAM leadership and sales teams. Create tactical plans to capture flows, work with product and marketing teams to promote offerings, and design coverage models and resource plans to improve client outcomes. Identify high-probability product adoption opportunities, retain assets, and grow where possible, with 20–40% domestic travel.

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Northern Trust
Northern Trust
1 month ago

Strategic Accounts Relationship Manager

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Last checked: 13 hours agoStatus: Live

Job Summary

Drive relationship management and distribution of investment solutions through WCG intermediary clients by partnering with the Wealth Client Group and aligning with NTAM leadership and sales teams. Create tactical plans to capture flows, work with product and marketing teams to promote offerings, and design coverage models and resource plans to improve client outcomes. Identify high-probability product adoption opportunities, retain assets, and grow where possible, with 20–40% domestic travel.
Location: Chicago
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Partner with the Wealth Client Group of NTAM for top-down/bottom-up relationship management to drive distribution through WCG Intermediary clients.
  • •Create targeted tactical plans for investor segments and clients to capture flows using a product-focused strategy.
  • •Partner with product and marketing teams to create and execute plans to promote the NTAM offering, including identifying content and collateral.
  • •Design coverage models and resource plans to support sales efforts with existing NTAM clients and prospects using metrics to achieve success.
  • •Build deep relationships with intermediary and business partners to retain assets, grow opportunities, and travel to client offices domestically (approximately 20–40%).
Travel: High travel

Pay and Benefits

Salary: USD 99,600 - 169,200 annually
Equity and Bonus:Equity
Perks:401kPensionHealth InsuranceDentalVisionPaid LeaveParental LeaveLife Insurance

Key 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.
  • •Knowledge of investment management products and segments to respond to client needs.
Experience:3+ yearsInvestment salesWealth managementAsset managementBanking
Education:Bachelor's
Skills:Relationship managementCommunicationSellingNegotiation
Certifications:NASD Series 7NASD Series 66NASD Series 63NASD Series 65CFA

Eligibility

Visa:H-1BL-1TNO-1E-3H-1B1F-1J-1OPTCPT
Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Northern Trust
Global financial services firm providing wealth management, asset servicing, asset management, and banking solutions to institutions, corporations, and affluent individuals, with a focus on custody, investment management, and technology-driven services.
Industry: Asset Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Chicago, United States
Founded: 1889
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Glassdoor: 3.9
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