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Sales Associate Relationship Manager, Investments at Northern Trust

Posted in General Business 30+ days ago.

This job brought to you by eQuest

Type: Full-Time
Location: Chicago, Illinois

Job Description:


Responsible for servicing prospective clients and internal partners by providing in-depth information about Asset Management products and services.

•Communicate with prospective clients and consultants to gain in-depth understanding of client servicing needs and opportunities.
•Formulate, coordinate and implement plans and solutions in conjunction with internal and external partners.
•Act as the initial point of contact for complex prospect or partner inquiries for Asset Management products and services.
•Respond to inquiries by providing the requested information/analysis or referring the inquiry to the appropriate area for resolution. Keep abreast of new and existing investment products and services.
•Research and compile competitive information.
•Assist the Sales Team with the tracking and development of sales opportunities.
•Prepare presentations for client meetings primarily focused on new business opportunities.
•Provide oversight of the RFP/RFI process.
•Recommend enhancements to management for changes in processes, products, or services based on inquiries received and the client's experience.


•In-depth knowledge of Asset Management products and services to recommend and cross-sell products and services.
•Analytical and organizational skills.
•Negotiation and leadership skills.
•Ability to manage conflicting priorities and workflows.


•3-5 years of Institutional client servicing and a minimum of 2 years of investment related experience.
•Experience with ERM, Salesforce, Institutional Investor Passport, FUSE, Excel, PowerPoint and Adobe Writer a plus.
•Series 7 and 63 licenses required and must be obtained with the first 90 days of employment.


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 18,500 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 March 31,2019, Northern Trust Corporation had:

$10.9 trillion in assets under custody/administration

$8.2 trillion in assets under custody

$1.2 trillion in assets under management

$122 billion in banking assets