Relationship Manager, Institut

Northern Trust
Chicago
Workplace: OnsiteFull timeUSD 83,100 - 141,300 annuallyFunction: Customer Success & Account ManagementExperience: 5-7 yearsEducation: bachelorsSkills: ["Negotiation","Delegation","Leadership","Sales","Client relationship management","Issue resolution","Cross-selling"]

Serve as a trusted relationship manager for institutional trust and custody clients, driving satisfaction through coordinated service delivery, issue resolution, and clear communication of client needs. Build deep understanding of client objectives and market challenges, advise on emerging regulatory and tax changes, and strengthen long-term relationships. Manage profitability, develop pricing strategies, and cross-sell bank products and services by coordinating presentations and experts as needed.

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FursaFursa
Northern Trust
Northern Trust
1 day ago

Relationship Manager, Institut

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Job Summary

Serve as a trusted relationship manager for institutional trust and custody clients, driving satisfaction through coordinated service delivery, issue resolution, and clear communication of client needs. Build deep understanding of client objectives and market challenges, advise on emerging regulatory and tax changes, and strengthen long-term relationships. Manage profitability, develop pricing strategies, and cross-sell bank products and services by coordinating presentations and experts as needed.
Location: Chicago
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Manage client relationships for institutional trust and custody clients.
  • •Develop understanding of client business objectives and align bank relationship plans.
  • •Cultivate strong client working relationships and identify and implement value-added solutions.
  • •Educate clients on emerging issues, bank products and services, and regulatory and tax changes.
  • •Cross-sell products and services, manage client profitability, develop pricing strategies, and coordinate delivery of new services.

Pay and Benefits

Salary: USD 83,100 - 141,300 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVision401kPensionPaid LeaveParental LeaveCaregiver LeaveLife InsuranceDisabilitySpending Accounts

Key Requirements

  • •Bachelor’s degree or equivalent experience.
  • •5 to 7 years of experience in financial servicing, preferably in trust or asset services.
  • •Knowledge of trust or asset management and accounting to manage client relationships.
  • •Knowledge of general finance and portfolio management concepts to consult on client needs.
  • •Skills in negotiation, delegation, leadership, and sales to service the client relationship.
Experience:5-7 yearsFinancial servicesTrust servicesAsset services
Education:Bachelor's
Skills:NegotiationDelegationLeadershipSalesClient relationship managementIssue resolutionCross-selling

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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