Sr. Relationship Manager - Global Family Office (GFO)

Description

Summary :

Responsible for acting as our Clients Lead Relationship Manager, being a technical and industry expert in managing complex multi-generational wealth management relationships.

Anticipates and identifies opportunities for expanding business relationships. Acts as key consultant to senior client contacts and assisting in policy or process redesign.

Major Duties :

Acts as the technical / industry expert in managing the delivery of trust and custody services, identifying and analyzing client needs, recommending improvements, and assessing the impact of any newly recommended or additional financial services.

Acts as key consultant to senior client contacts, assisting in formulation of policy recommendations, redesign of processes, and creative problem solving.

Facilitates strategic planning sessions to develop additional solutions to client needs.

Anticipates or creates opportunities for enhancing client relationships through additional services or increased consulting activities.

Manages complex trust and custody client relationships.

Ensures overall client satisfaction by facilitating efforts of service team, coordinating resources to ensure timely delivery and issue-resolution, and effectively communicating client concerns / needs to partners.

Educates client on emerging Issues, regulatory and tax changes, and the general financial environment.

Translates the impact on client activities and how it relates to bank services.

Identifies additional bank services and solutions and leads the development of new solutions to client needs.

Coordinates presentations, brings in experts when appropriate, closes the sale, ensures smooth delivery of new services, and communicates emerging needs.

Manages and understands that drivers of client profitability and drives increased margins.

Understands the competitive environment and anticipates and identifies opportunities, develops pricing strategies, and works with team to enhance profitability.

Recommends new services with an awareness of organizational implication of these decisions.

Knowledge :

Knowledge of trust and asset servicing is required to manage complex Single Family Office client relationships.

Knowledge of general finance and portfolio management concepts usually acquired through formal education or experience is needed to consult on client needs.

Skills in negotiation, leadership, delegation, and sales are necessary to service the client relationship.

Experience :

10-15 years in financial servicing; minimum 5 years in trust and asset services.

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 .

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.