Hiring: Senior Strategic Relationship Manager Company: Northern Trust Location: New York, NY Job Posted Time: 2026-09-10 14:47:43 Target Skills & Keywords : CFA, CPT, Equities, Fixed Income, Series 7, Wealth Management About the job Experience: •135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. •10+ years of investment sales experience to include extensive network of RIA contacts. Required Skills: •Sells ETF, Mutual Fund and Multi Asset Class products and services to suitable prospects producing fee revenue for the bank. •Identifies new prospects by researching potential needs and prioritizing and producing a business plan. •Acts as the technical expert and lead on major national accounts regarding the bank's products and services and the outside marketplace including competitors. •Makes customized sales presentations to large and complex clients utilizing knowledge of our products and services. •Utilizes knowledge of bank's investment, trust, custody and securities products and services to work with other internal partners and recommend new services or products to clients where possible. •Maintains on-going relationships with advisors, home office personnel, and other centers of influence making them aware of the bank's products and services. Responsible for optimizing revenue and profitability of key strategic relationships. •Maintains knowledge of our products and services by initiating frequent contact with other financial institutions, partners and keeping abreast of laws and regulations affecting the industry. •Maintains knowledge of competitors and their products and services. Qualifications: •Bachelor’s degree and/or relevant proven work experience is required •NASD Series 7 and 66 (or 63 & 65) are required. •Knowledge of investment management areas across all products and segments such as fixed income, active and passive equities, cash, alternative investments, securities and international together with other Northern products and services, usually acquired through related work experience, is required to respond to client's needs •Knowledge of national footprint across all channels including, but not limited to: Custodians, wirehouses, independent broker/dealers, regional broker/dealers, registered investment advisors, etc. •Demonstrated capacity to communicate and sell Northern products and services to generate revenue for the bank. •Knowledge of securities and pension industry products and services to compete with other financial institutions. •Negotiation skills are necessary to respond to fee proposals. Compensation: •$158,010 - $268,640 / year •Competitive benefits and rewards package Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!