Relationship Manager, Institutional Trust - Asset Owner Segment, Americas at Northern Trust

Chicago, Illinois, United States

Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Asset ManagementIndustries

Work in a team environment sharing expertise and experiences
Manage 18-22 institutional clients covering $6 to $8 M in annual revenue
Specialize in one client type or manage clients across various types (endowments, foundations, corporations, pensions, multi-national entities, insurance companies)

Ensure full understanding of client business and needs to develop relationship plan detailing specific client expectations and future opportunities
Execute relationship plan by engaging product (asset servicing, investments, brokerage, banking, etc.) and/or managing operational partners to deliver on expectations or develop and execute new solutions
Initiate conversations with clients and their advisors to keep them up to date on industry trends, regulatory changes, and appropriate new bank products and services
Work with senior managers to ensure escalation of issues and communicate product gaps or opportunities
Complete annual service reviews for every client to ensure satisfaction
Strategically lead institutional asset servicing client relationships to ensure client satisfaction, retention, and revenue growth while mitigating risk for both the client and organization