Client Executive, Relationship Management, Hedge Fund Services (Finance)
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.
Major Duties :1. Manages complex Hedge Fund Services clients. Evaluates, designs, implements and oversees clients' total relationship plan.\n\n2. Reviews individual client relationships to determine the hedge fund administration, banking, and investment needs of clients; anticipates and creates opportunities for enhancing these client relationships. \n\n3. Places emphasis on relationship building and participates in development of new solutions to client needs, brings in experts when appropriate, and closes the sale. Ensures smooth delivery of new services and communicates emerging needs. \n\n4. Initiates regular, ongoing dialogue with clients and clients' advisors. Counsels clients on emerging financial/industry issues, new bank products and services, regulatory tax changes and general environment. Discusses impact on client's activities and the banks services.\n\n5. Manages client profitability. Understands competitive environment and anticipates opportunities. Develops pricing strategies and works with team to enhance profitability. \n\n6. Coordinates/leads Northern Trust wide relationship reviews in order to develop client-specific strategic relationship plans and assess progress in meeting the goals set forth in the plans.\n\n7. Interacts with and involves bank senior management in reporting client servicing activities/issues. Provides management with defined reports highlighting client profitability, contribution and any servicing gaps. Escalates issues appropriately\n\n8. Provides input regarding team members' performance with respect to their overall contribution to team results. \n\n9. Participates in new business efforts and defined prospecting within a given marketplace.\n\n10. Seasoned multi-disciplinary expert with extensive technical and / or business knowledge and functional expertise.\n\n11. Focus of role is on execution of strategic direction of business function activities.\n\n12. Carries out complex initiatives involving multiple disciplines and/or ambiguous issues.\n\n13. Displays a balanced, cross-functional perspective, liaising with the business to improve efficiency, effectiveness and productivity.\n\nKnowledge :Excellent oral and written communication skills are required\nIn-depth Functional / Industry Knowledge is required\nHighly flexible and adaptable to change\nTechnical skills / systems knowledge is required\nLeadership and organizational skills are required to determine the Business Unit's goals, resources needed, and to assess and develop the skills of staff.\n\nExperience :A College or University degree and/or relevant proven work experience is preferred. Related Industry qualification is preferred.
Salary Range:
$137,400 - 240,400 USD
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 MyHRHelp@ntrs.com .
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.
