Teams at Northern Trust

Manages relationships with institutional public and Taft-Hartley clients for Northern Trust Asset Management. Responsibilities include overseeing the client lifecycle, onboarding, service delivery, portfolio reviews, due diligence, issue resolution, strategic planning, opportunity development, CRM accuracy, cross-functional coordination, and associate career growth. The role requires extensive institutional asset management and client-facing experience, knowledge across multiple asset classes, strong communication and organizational skills, and Series 7 and 63 licenses.

Coordinates administration and servicing for complex fiduciary, investment management, estate settlement, guardianship, and custody accounts. Resolves client issues, manages service requests and action plans, supports account opening and compliance processes, maintains documentation and systems, identifies process improvements, and assists with client presentations and business development. Serves as a subject matter expert and mentor, and may oversee junior employees’ daily activities.

Owns the lifecycle of Series LLC and alternative investment products, including product development, launches, onboarding, operations, governance, commercialization, investor servicing, regulatory coordination, and service-provider oversight. Partners cross-functionally across investments, distribution, legal, compliance, finance, tax, marketing, technology, and operations to develop scalable private-market offerings and deliver strong investor experiences.