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Relationship Manager, GFO

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Personal Trust
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74205 Requisition #
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Responsible for managing client relationships for wealth management clients. Utilizes knowledge of master custody services to provide clients with information and suggestions to add value to the relationship. Identifies opportunities to cross-sell products generating additional revenues.


  • Manages client relationships for wealth management clients.
  • 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 partners.
  • Develops complete understanding of client's business, objectives, goals and market challenges, and ensures bank relationship plan is consistent.
  • Cultivates strong working relationships with client contacts. Demonstrates ability to add value by anticipating possible solutions and partnering with client to implement.
  • Educates client on emerging issues, bank products and services, regulatory/tax changes, and the general institutional trust environment, advising the client of the impact on the client's business and on our own services.
  • Cross-sells bank products/services and participates in development of solutions to client needs, coordinates presentations, brings in experts when appropriate, closes the sale, ensures smooth delivery of new services, and communicates emerging needs.
  • Manages client profitability, understands competitive environment, develops pricing strategies, and works with team to enhance profitability.

The successful candidate will have:

  • At least 5 years’ experience in financial servicing, preferably in trust or asset services.
  • 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.
  • Skills in negotiation, delegating, leadership, and sales are necessary to service the client relationship.

For more than a century, Northern Trust has worked hard building our legacy of outstanding service, expertise and integrity. From a Chicago-based bank founded in 1889, we now have more than 20 international locations and 16,500 employees globally. We serve the world’s most-sophisticated clients – from sovereign wealth funds and the wealthiest individuals and families, to the most-successful hedge funds and corporate brands.

We burnished our reputation as a global leader delivering innovative investment management, asset and fund administration, fiduciary and banking solutions enabled by sophisticated, leading technology. And through it all, we continually laid a solid, forward-looking foundation on which future generations can continue growing and achieving greater.

As of September 30, 2018, Northern Trust Corporation had:

$10.8 trillion in assets under custody/administration

$8.2 trillion in assets under custody

$1.2 trillion in assets under management

$132 billion in banking assets




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Reasonable Accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), +630-276-5353 (Asia Pacific), +44(0)207 982 4357 (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.

Equal Employment Opportunity Statements
  • APAC EEO Statement
    • APAC EEO STATEMENT

      It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

  • Canada EEO Statement
    • Canada EEO STATEMENT

      Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance.

  • EMEA EEO Statement
    • EMEA EEO STATEMENT

      It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

  • USA EEO Statement
    • USA EEO STATEMENT

      It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status. EEO poster (U.S.)EEO is Law Poster Supplement