Senior Strategic Relationship Manager

Northern Trust
New York, Chicago
Workplace: OnsiteFull timeUSD 158,010 - 268,640Function: Customer Success & Account ManagementExperience: 10+ yearsSkills: ["Communication","Negotiation","Leadership","Organizational skills"]

Drive revenue growth by selling and retaining investment products and services, focusing on ETF, mutual funds, separately managed accounts, alternative investments, and multi-asset class offerings. Serve as technical expert and lead for major national accounts, identify new prospects through research, deliver tailored sales presentations, and maintain strategic relationships with advisors and centers of influence. Collaborate cross-functionally across sales, product, investment, custody, and operations to deliver a strong client experience.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Northern Trust
Northern Trust
1 month ago

Senior Strategic Relationship Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 13 hours agoStatus: Live

Job Summary

Drive revenue growth by selling and retaining investment products and services, focusing on ETF, mutual funds, separately managed accounts, alternative investments, and multi-asset class offerings. Serve as technical expert and lead for major national accounts, identify new prospects through research, deliver tailored sales presentations, and maintain strategic relationships with advisors and centers of influence. Collaborate cross-functionally across sales, product, investment, custody, and operations to deliver a strong client experience.
Location: New York, Chicago
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Sell ETF, mutual fund, and multi-asset class products and services to generate fee revenue.
  • •Identify new prospects by researching client needs, prioritizing opportunities, and producing business plans.
  • •Serve as technical expert and lead on major national accounts across products and services and the outside marketplace, including competitors.
  • •Create customized sales presentations for large, complex clients using deep product knowledge.
  • •Maintain relationships with advisors and centers of influence to optimize revenue and profitability of strategic relationships.

Pay and Benefits

Salary: USD 158,010 - 268,640
Equity and Bonus:Equity
Perks:401kPensionHealth InsuranceDentalVisionPaid LeaveParental LeaveCaregiver LeaveLife InsuranceDisability

Key Requirements

  • •10+ years of investment sales experience with an extensive network of RIA contacts.
  • •Bachelor’s degree and/or relevant proven work experience is required.
  • •NASD Series 7 and 66 (or 63 and 65) are required.
  • •Strong knowledge of investment management areas across product types and market segments to respond to client needs.
  • •CFA is strongly preferred.
Experience:10+ years
Skills:CommunicationNegotiationLeadershipOrganizational skills
Certifications:NASD Series 7NASD Series 66NASD Series 63NASD Series 65CFA

Eligibility

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
Glassdoor
Glassdoor: 3.9
WebsiteLinkedIn