Jobs via eFinancialCareers
Lead Relationship Manager, Wealth Management
Jobs via eFinancialCareers, Cleveland, Ohio, us, 44101
Lead Relationship Manager, Wealth Management
Northern Trust is a Fortune 500 company, a globally recognized, award‑winning financial institution that has been in continuous operation since 1889. Northern Trust provides innovative financial services and guidance to the world’s most successful individuals, families, and institutions, remaining true to its enduring principles of service, expertise, and integrity.
Major Duties
Evaluates, designs, implements, and oversees client total relationship plans through a structured, consistent sales and service process.
Reviews individual account relationships to determine banking and investment needs; anticipates and creates opportunities to enhance client relationships.
Focuses on relationship building, develops new solutions to client needs, brings in experts when appropriate, closes sales, ensures smooth delivery of new services, and communicates emerging needs.
Structures and negotiates complex loans within authorized lending limits and ensures credit quality.
Consuls clients on emerging financial issues, new bank products and services, regulatory changes, and general environment, discussing impact on clients’ activities and the bank’s services.
Provides financial services to clients, coordinating partner areas to ensure timely and accurate delivery.
Provides input regarding floating‑team members’ performance relative to overall team results.
Ideal Candidate Competencies
10–15 years industry experience, including trust sales, portfolio management, and/or wealth management sales or trust relationship management.
Completion of an MBA, CFA, CFP, CIMA, CPWA, CAIA, or other professional designation aligned with the financial services industry is highly preferred.
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.
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 experience.
Salary Range: $130,530 – $228,380 USD. Salary is a good‑faith estimate of base pay. Northern Trust provides a comprehensive benefits package, including retirement benefits (401(k) and pension), health and welfare benefits (medical, dental, vision, spending accounts, and disability), paid time off, parental and caregiver leave, life and accident insurance, and other voluntary wellness benefits. The company also offers a discretionary bonus program that may include an equity component.
As a Northern Trust partner, you will thrive in a flexible and collaborative work culture, with opportunities for movement within the organization, access to senior leaders, and the pride of working for a company committed to serving its communities.
Reasonable accommodation: Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need an accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.
We hope you are excited about the role and the opportunity to work with us. Apply today and let us discuss your flexible working requirements so we can achieve greater together.
#J-18808-Ljbffr
Major Duties
Evaluates, designs, implements, and oversees client total relationship plans through a structured, consistent sales and service process.
Reviews individual account relationships to determine banking and investment needs; anticipates and creates opportunities to enhance client relationships.
Focuses on relationship building, develops new solutions to client needs, brings in experts when appropriate, closes sales, ensures smooth delivery of new services, and communicates emerging needs.
Structures and negotiates complex loans within authorized lending limits and ensures credit quality.
Consuls clients on emerging financial issues, new bank products and services, regulatory changes, and general environment, discussing impact on clients’ activities and the bank’s services.
Provides financial services to clients, coordinating partner areas to ensure timely and accurate delivery.
Provides input regarding floating‑team members’ performance relative to overall team results.
Ideal Candidate Competencies
10–15 years industry experience, including trust sales, portfolio management, and/or wealth management sales or trust relationship management.
Completion of an MBA, CFA, CFP, CIMA, CPWA, CAIA, or other professional designation aligned with the financial services industry is highly preferred.
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.
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 experience.
Salary Range: $130,530 – $228,380 USD. Salary is a good‑faith estimate of base pay. Northern Trust provides a comprehensive benefits package, including retirement benefits (401(k) and pension), health and welfare benefits (medical, dental, vision, spending accounts, and disability), paid time off, parental and caregiver leave, life and accident insurance, and other voluntary wellness benefits. The company also offers a discretionary bonus program that may include an equity component.
As a Northern Trust partner, you will thrive in a flexible and collaborative work culture, with opportunities for movement within the organization, access to senior leaders, and the pride of working for a company committed to serving its communities.
Reasonable accommodation: Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need an accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.
We hope you are excited about the role and the opportunity to work with us. Apply today and let us discuss your flexible working requirements so we can achieve greater together.
#J-18808-Ljbffr