Northern Trust Logo

Northern Trust

Relationship Manager - Insurance Clients

Posted Yesterday
Be an Early Applicant
Hybrid
New York, NY, USA
115K-195K Annually
Senior level
Hybrid
New York, NY, USA
115K-195K Annually
Senior level
Manages institutional insurance client relationships for Northern Trust Asset Management, overseeing onboarding, ongoing service, portfolio reviews, due diligence, issue resolution, strategic planning, and follow-up. Partners with sales and consultant relations to identify opportunities, maintains accurate Salesforce records, coordinates internal subject-matter experts, supports financial priorities, and mentors Associates. Requires extensive institutional asset management and client-facing experience, broad asset-class knowledge, and Series 7 and 63 licenses.
The summary above was generated by AI

About Northern Trust


As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.


Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.


With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.


Position Summary:

The Relationship Manager plays an integral role in the Global Institutional Client Group, responsible for positioning NTAM as an essential partner to our existing institutional clients.


Key responsibilities:

• Own the client experience throughout the relationship lifecycle, partnering across Northern Trust to deliver best-in-class onboarding, ongoing service and strategic initiatives; lead the resolution of complex client issues.

• Own portfolio reviews and due-diligence meetings, including setting the agenda, identifying commercial priorities, preparing SME partners, overseeing presentation development, leading the meeting and ensuring timely follow-up; includes travel as needed;

• Demonstrate a deep understanding of clients’ strategic priorities and build execution plans to support them in the year ahead; ensure SalesForce is complete and accurate reflecting these priorities

• Partner with sales, consultant relations and associates to uncover new opportunities to partner with our clients

• Align activities and financial results to GICG’s strategic priorities

• Champion the career growth of Associates


Experience:

• Minimum 8 years client facing experience. Knowledge of the unique investing needs of insurance companies is strongly preferred.

• A College or University degree and 8+ year in institutional asset management

• Experience representing an array of asset classes and disciplines across equity, fixed income, multi-asset and alternatives

• Strong communication and organization skills, with the ability to work across a large organization whilst managing many competing priorities

• Series 7 and 63 required


Salary Range:

$114,700 - 194,900 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.


Work Authorization


Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).


Working with Us


As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.


Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.


Reasonable Accommodation


Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected], or alternatively you can discuss your individual requirements with the recruiter you are working with.


Northern Trust New York, New York, USA Office

New York, United States

Northern Trust Plainfield, New Jersey, USA Office

Plainfield, United States

Similar Jobs

20 Minutes Ago
Hybrid
50K-85K Annually
Junior
50K-85K Annually
Junior
Cloud • Fintech • Software • Financial Services
Identify expansion opportunities within existing client accounts, qualify prospects, conduct initial discovery calls, coordinate multichannel outreach, schedule meetings and demos for account executives, maintain CRM records, and meet pipeline and meeting targets. Collaborate with Customer Success, Marketing, and Sales while developing tailored messaging and building a career in SaaS sales focused on wealth management clients.
Top Skills: CRMGoogle SuiteHubspotSaaSSlack
An Hour Ago
Remote or Hybrid
160K-175K Annually
Mid level
160K-175K Annually
Mid level
Artificial Intelligence • Cloud • Payments • Software • Business Intelligence • Generative AI • Automation
Manages strategic insurance industry alliance partners, driving revenue through partner enablement, joint business plans, go-to-market strategies, training, and product education. Tracks partner KPIs and pipeline performance, collaborates with sales, marketing, customer experience, and product teams, represents the company at industry events, and negotiates partner contracts and incentives.
Top Skills: AICloud SoftwareCrm SystemsSaaS
An Hour Ago
Hybrid
75K-75K Annually
Entry level
75K-75K Annually
Entry level
Information Technology • Professional Services • Financial Services
Supports daily processing of exchange-traded futures and options, including reconciliations, settlements, lifecycle events, exception resolution, controls, and client inquiries. The role researches discrepancies, maintains documentation, coordinates with internal and global teams, participates in process improvements, and receives training in financial markets operations.
Top Skills: ExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft Word

What you need to know about the NYC Tech Scene

As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.

Key Facts About NYC Tech

  • Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
  • Key Industries: Artificial intelligence, Fintech
  • Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
  • Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account