Lead Relationship Manager, Wealth Management

About Northern Trust:

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

LEAD RELATIONSHIP MANAGER, WEALTH MANAGEMENT

OH: R147714

Manages a client base comprised of existing, high potential (Tier IV) high net worth (HNW) and ultra-high new worth (UHNW) clients. Has ultimate responsibility for the retention and growth of assigned client group, through a defined, structured, consistent service and sales model. Members of a floating team, comprised of product specialists, are assigned on a dotted-line basis to support the Lead Relationship Manager. The role of the team is to assist in creation and implementation of client relationship plans and touch point strategies at all stages. Provide advise-driven solutions that solidify current relationships, while exploring and capturing additional opportunities.

Major Duties:

• Evaluates, designs, implements and oversees clients’ total relationship plans through a structured, consistent sales and service process.
• Reviews individual account relationships to determine the banking and investment needs of clients; anticipates and creates opportunities for enhancing the client relationships.
• Places emphasis on relationship building and participates in development of new
  solutions to client needs, brings in experts when appropriate, close the sales, Ensures smooth delivery of new services, and communicates emerging needs.
• Structures and negotiates complex loans within the authorized lending limits and
  ensures credit quality.
• Counsels' clients on emerging financial issues, new bank products and services, regulatory changes and general environment, and discussing impact on client's activities and the banks services.
• Provides financial services to clients, coordinating the resource and activities of the partner areas to ensure timely and accurate delivery.
• Provides input regarding floating team members’ performance with respect to their overall
  contribution to team results.

The ideal candidate will benefit from having the following competencies:

• 10 - 15 years industry experience, including trust sales, portfolio management, and/or wealth management sales experience or trust relationship management.
• Completion of any of the following is highly preferred: MBA and/or CFA, CFP, CIMA, CPWA, CAIA and/or any professional designation that aligns with the financial services industry/wealth management.
• Solid, general knowledge of all personal financial planning issues.
• Knowledge of fiduciary products and services (e.g. personal trusts, living trusts, wills, investment management, security custody, financial consulting, estate planning), including fee structures and documentation, acquired through work experience is required to respond to the issues that arise during sales calls.
• Knowledge of federal, state, and local laws and regulations that apply to personal fiduciary, and estate and tax planning services acquired through formal education and work experience is required to consult with clients.

Salary Range:

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.

Working with Us:

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.

We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater

Reasonable accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at

[email protected]

We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.