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Northern Trust

Global wealth management and asset servicing

Relationship Manager - Insurance Clients

Account ManagementPosted on Nov 11
Full-time$114.7k - $194.9k

About the Job

Requirements

  • A college or university degree is required.
  • At least 8 years of client-facing experience is required.
  • At least 8 years of experience in institutional asset management is required.
  • Experience representing asset classes and disciplines across equity, fixed income, multi-asset, and alternatives is required.
  • Strong communication and organizational skills are required, including the ability to work across a large organization while managing competing priorities.
  • Series 7 and Series 63 licenses are required.

Responsibilities

  • Own the client experience throughout the relationship lifecycle by partnering across Northern Trust to deliver onboarding, ongoing service, and strategic initiatives, and lead the resolution of complex client issues.
  • Own portfolio reviews and due-diligence meetings, including setting agendas, identifying commercial priorities, preparing subject-matter-expert partners, overseeing presentation development, leading meetings, and ensuring timely follow-up; travel as needed.
  • Understand clients’ strategic priorities and build execution plans to support them in the year ahead; ensure Salesforce accurately reflects these priorities.
  • Partner with sales, consultant relations, and associates to uncover new opportunities to work with clients.
  • Align activities and financial results with the Global Institutional Client Group’s strategic priorities.
  • Champion the career growth of Associates.

Desired Qualifications

  • Knowledge of the unique investing needs of insurance companies is strongly preferred.

About the Company

Northern Trust

Global wealth management and asset servicing

Preparing company summary.

Company size
10,001+
Company stage
IPO
Headquarters
Chicago, IL
Founded
1889

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