Northern Trust
Lead Relationship Manager, Wealth Management
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Lead Relationship Manager, Wealth Management
role at
Northern Trust .
About Northern Trust Northern Trust, a Fortune 500 company, is a globally recognized, award‑winning financial institution that has operated continuously since 1889. It 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. With more than 130 years of financial experience and over 22,000 partners, Northern Trust serves 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 net‑worth (UHNW) clients. Has ultimate responsibility for retention and growth of the assigned client group via a defined, structured, consistent service and sales model. Works with a floating team of product specialists who support the Lead Relationship Manager on a dotted‑line basis. The team assists in creating and implementing client relationship plans and touch‑point strategies at all stages, providing advisor‑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 relationships.
Places emphasis on relationship building and participates in the development of 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.
Counsels clients on emerging financial issues, new bank products and services, regulatory changes and general environment, discussing impact on client activities and the bank’s services.
Provides financial services to clients, coordinating the resources and activities of partner areas to ensure timely and accurate delivery.
Provides input regarding floating team members’ performance with respect to their overall contribution to team results.
Ideal Candidate Competencies
10‑15 years of industry experience, including trust sales, portfolio management, and/or wealth management sales experience or trust relationship management.
Completion of an MBA, CFA, CFP, CIMA, CPWA, CAIA, or any professional designation that aligns with the financial services industry/wealth management is highly preferred.
Solid general knowledge of all personal financial planning issues.
Knowledge of fiduciary products and services (personal trusts, living trusts, wills, investment management, security custody, financial consulting, estate planning), including fee structures and documentation, acquired through work experience to respond to issues that arise during sales calls.
Knowledge of federal, state, and local laws and regulations that apply to personal fiduciary, estate, and tax planning services acquired through formal education and work experience to consult with clients.
Salary Range $130,530 – 228,380 USD. Salary range 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 & 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. Build your career with us and apply today.
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 MyHRHelp@ntrs.com.
Seniority Level Mid‑Senior Level
Employment Type Full‑time
Job Function Sales and Business Development
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Lead Relationship Manager, Wealth Management
role at
Northern Trust .
About Northern Trust Northern Trust, a Fortune 500 company, is a globally recognized, award‑winning financial institution that has operated continuously since 1889. It 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. With more than 130 years of financial experience and over 22,000 partners, Northern Trust serves 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 net‑worth (UHNW) clients. Has ultimate responsibility for retention and growth of the assigned client group via a defined, structured, consistent service and sales model. Works with a floating team of product specialists who support the Lead Relationship Manager on a dotted‑line basis. The team assists in creating and implementing client relationship plans and touch‑point strategies at all stages, providing advisor‑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 relationships.
Places emphasis on relationship building and participates in the development of 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.
Counsels clients on emerging financial issues, new bank products and services, regulatory changes and general environment, discussing impact on client activities and the bank’s services.
Provides financial services to clients, coordinating the resources and activities of partner areas to ensure timely and accurate delivery.
Provides input regarding floating team members’ performance with respect to their overall contribution to team results.
Ideal Candidate Competencies
10‑15 years of industry experience, including trust sales, portfolio management, and/or wealth management sales experience or trust relationship management.
Completion of an MBA, CFA, CFP, CIMA, CPWA, CAIA, or any professional designation that aligns with the financial services industry/wealth management is highly preferred.
Solid general knowledge of all personal financial planning issues.
Knowledge of fiduciary products and services (personal trusts, living trusts, wills, investment management, security custody, financial consulting, estate planning), including fee structures and documentation, acquired through work experience to respond to issues that arise during sales calls.
Knowledge of federal, state, and local laws and regulations that apply to personal fiduciary, estate, and tax planning services acquired through formal education and work experience to consult with clients.
Salary Range $130,530 – 228,380 USD. Salary range 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 & 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. Build your career with us and apply today.
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 MyHRHelp@ntrs.com.
Seniority Level Mid‑Senior Level
Employment Type Full‑time
Job Function Sales and Business Development
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