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Client Executive, Global Fund Services

Manage and grow client relationships for Global Fund Services by delivering tailored financial solutions.
Chicago
Expert
$137,400 – 240,400 USD / year
5 days ago
Northern Trust

Northern Trust

A global financial services firm offering asset and fund administration, investment management, and banking solutions to institutions and affluent individuals.

18 Similar Jobs at Northern Trust

Northern Trust Financial Services Manager

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.

Responsible for managing client relationships for Global Fund Services (GFS). Utilizes knowledge of global custody, fund administration, investor services, and middle office outsourcing to provide clients with information and suggestions to add value to the relationship. Identifies opportunities to cross-sell products and services generating additional revenues.

1. Manages client relationships for Global Fund Services.

2. Understands evolving Northern Trust product/business capabilities, ensuring familiarity with new capabilities, technology, innovation.

3. Ensures overall client satisfaction by facilitating efforts of service team, coordinating resources to ensure timely delivery and issue-resolution, and effectively communicating client concerns/needs to Northern Trust partners.

4. Develops complete understanding of client's business, strategic objectives, goals, market challenges, and aligns to Northern Trust's business/product strategy.

5. Cultivates strong working relationships with client contacts. Demonstrates ability to add value with consultative approach by anticipating client needs and possible solutions and partnering with client to implement.

6. Educates client on industry trends, emerging issues, and regulatory/tax changes, while highlighting Northern Trust products and services, thought leadership, and solutions.

7. Cross-sells Northern Trust products/services and participates in development of solutions to meet client needs, coordinates presentations, introduces Northern Trust experts when appropriate, closes the sale, and ensures smooth delivery of new services.

8. Manages client profitability, understands competitive environment, develops pricing strategies, and works with team to enhance profitability.

Required 10 - 15 years of experience in financial services, preferably in trust or asset servicing.

Knowledge of trust or asset management and accounting usually acquired through related work experience is required to manage client relationships.

Knowledge of general finance and portfolio management concepts usually acquired through formal education or experience is needed to consult on client needs.

Experience with U.S. mutual fund products and associated operations preferred, including fund administration, transfer agency, custody, regulatory and/or compliance functions.

Skills in negotiation, delegating, leadership, and sales are necessary to service client relationships.

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.

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.

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.

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Client Executive, Global Fund Services
Chicago
$137,400 – 240,400 USD / year
Support
About Northern Trust
A global financial services firm offering asset and fund administration, investment management, and banking solutions to institutions and affluent individuals.