at Northern Trust Company in Chicago, Illinois, United States
Job Description
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.
SUMMARY
The Relationship Manager, Consultant Relations reports to the Senior Relationship Manager within Asset Servicing Americas Consultant Relations and works closely with external consultants and internal departments at Northern Trust. The role is focused on developing consultant relationships, keeping consultants informed of Northern Trust strategy, products, and capabilities and serving as an additional point of escalation for Sales and Client Servicing partners. The role requires frequent communication with external and internal stakeholders.
MAJOR DUTIES
- Serve as primary point of contact for external consultants; including investment consultants, OCIO providers, management and operations consultants
- Keep consultants informed of Northern Trust products, capabilities, strategy and enhancements
- Organize and prepare consultant meetings and presentations, including logistics, materials, prep sessions, and call notes
- Prepare strategic calling plans and consultant profiles for each provider
- External and internal point of escalation for consultant issues and/or inquiries working with internal Sales and Client Servicing partners
- Work closely with internal Consultant Relations colleagues across other regions and business units, including Northern Trust Asset Management and Capital Markets
- Respond to consultant annual RFPs and related questions
- Compile data, metrics, statistics and reports as needed
- Plan and execute on consultant-focused mailing campaigns and events
- Gather, evaluate, and communicate competitive and market intel
- Identify and recommend processes to gain efficiencies and improve best practices
- Exercise judgment based on the analysis of multiple sources of information
- Manage ad hoc projects alongside daily job responsibilities including Asset Servicing Technology Champion
KNOWLEDGE / SKILLS
- Knowledge of Northern Trust organization, products, and services
- A deep understanding of Northern Trust fund service capabilities, specifically administration and middle office
- Ability to foster strategic consultant relationships
- Well-developed interpersonal, written, and verbal communication skills are required to interact with internal and external parties
- Applies best practices to all tasks with a commitment to excellence
- Employs creative solutions to improve efficiency and team execution
- Is aware of the competition and the factors that differentiate Northern Trust in the market.
- Explains difficult or sensitive information; works to build consensus.
- Should be able to work independently and manage multiple, time sensitive items
- Flexibility, adaptability, and attention to detail are essential personality traits.
- Proficiency with Dynamics CRM tool
- Able to travel to consultants as needed
- Expert understanding of related computer applications, including Excel, Word, PowerPoint, are preferred
EXPERIENCE REQUIRED
- Minimum...
Equal Opportunity Employer - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity
