Strategic Accounts Relationship Manager
Core
Manage top-down/bottom-up relationships with WCG Intermediary clients to drive distribution of Northern Trust Asset Management (NTAM) solutions and capture investment flows.
Role type
Strategic Accounts Relationship Manager (Wealth Management)
Builds
Distribution of NTAM solutions (fixed income, equities, alternatives) through intermediary channels
Domain
Wealth Management / Asset Management
Deliverable
client delivery
Required skills
Investment sales, relationship management, strategic planning, product marketing alignment, coverage modeling, negotiation, securities knowledge, pension industry knowledge
Preferred skills
CFA designation
Technologies
N/A
Responsibilities
Create targeted tactical plans for specific investor segments; Partner with product and marketing teams to promote NTAM offerings; Design coverage models and resource plans; Identify high-probability prospects for product adoption; Build deep relationships with intermediary partners to retain assets and grow business
Seniority
Mid-level, hands-on IC