Senior lead relationship manager

About Northern Trust

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.

The Sr. Lead Relationship Manager is responsible for overseeing strategic client relationships across key accounts, ensuring exceptional service delivery, deepening client engagement, and driving revenue growth. This role serves as the primary liaison between the organization and its most critical clients, aligning internal capabilities with client needs to foster long-term partnerships and maximize client lifetime value.

Key Responsibilities

• Client Strategy & Engagement
  • Serve as the central point of contact for high-value institutional or corporate clients.
  • Develop and execute strategic account plans tailored to client goals, risk profiles, and service expectations.
  • Facilitate regular client reviews, performance updates, and strategic planning sessions.
• Service Delivery & Relationship Oversight
  • Lead cross-functional teams to ensure seamless delivery of services and solutions.
  • Resolve complex client issues with professionalism and urgency.
  • Monitor client satisfaction and proactively address service gaps.
• Business Development & Growth
  • Identify upsell and cross-sell opportunities aligned with client priorities.
  • Collaborate with sales, product, and investment teams to position relevant solutions.
  • Contribute to revenue growth through consultative engagement and strategic expansion.
• Compliance & Reporting
  • Ensure all client interactions adhere to internal policies and regulatory standards.
  • Maintain accurate records in CRM systems, including client feedback, action items, and engagement metrics.
  • Prepare executive-level reports and presentations for internal stakeholders.
• Leadership & Influence
  • Mentor junior relationship managers and contribute to talent development.
  • Represent the firm in client forums, industry events, and strategic initiatives.
  • Build executive-level relationships within client organizations to strengthen retention and influence.
    
    

Qualifications

• Bachelor’s degree in Business, Finance, or related field; MBA or equivalent preferred.
• 7+ years of experience in relationship management, client advisory, or institutional account leadership.
• Proven track record of managing complex client relationships and delivering strategic value.
• Strong understanding of financial products, investment strategies, and regulatory frameworks.
• Exceptional communication, negotiation, and problem-solving skills.
• Proficiency in CRM platforms (e.g., Salesforce, HubSpot) and data analysis tools.
  
  

Preferred Attributes

• Strategic thinker with a client-first mindset.
• Ability to navigate ambiguity and lead through change.
• Collaborative leadership style with a focus on continuous improvement.
  
  

Salary Range

$158,010 - 276,460 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.

Working With Us

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 and apply today. #MadeForGreater

Reasonable accommodation

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 [email protected].

We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.