Lead Relationship Manager, Wealth Management

Northern Trust(1 month ago)

HybridFull TimeSenior$130,530 - $228,380Wealth Management

About this role

Northern Trust is seeking a Lead Relationship Manager within Wealth Management to own and grow relationships with high net worth and ultra-high net worth clients. The role focuses on retaining and expanding an assigned client book through a structured relationship model, supported by a floating team of product specialists. It is centered on delivering advice-driven solutions and identifying additional opportunities across the client relationship.

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Required Skills

Relationship Management
Wealth Management
Client Retention
Business Development
Sales Strategy
Financial Planning
Portfolio Management
Trust Services
Loan Structuring
Credit Analysis

+4 more

Qualifications

MBA
CFA
CFP
CIMA
CPWA
CAIA

About Northern Trust

northerntrust.com

Guided by founding principles of service, expertise and integrity, our experts help the world’s most successful individuals, families and institutions achieve their goals.

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