Senior Relationship Manager, Investments

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.
About Northern Trust Asset Management
Northern Trust Asset Management is a leading global asset management firm serving institutional and individual investors in 29 countries. Northern Trust Asset Management help our clients navigate the markets and offer innovative solutions across equities, fixed income and cash management. This includes quantitative factor strategies, and index management incorporating ESG principles. Capabilities are available through both pooled funds and segregated accounts, with a focus on designing investment strategies to meet the individual and aggregate needs of investors in a scalable manner.
Role Summary
We are looking for an experience Senior Relationship Manager who is passionate about servicing investment clients and expanding a business to join our office in Melbourne. This is an opportunity to be part of a successful team which works with a growing number of major pension funds, intermediaries and other institutional investors in Australasia.
The primary purpose of this role is to provide high quality service to assigned multi-faceted strategic clients, thereby contributing to retention of existing business and expansion of client relationships.
Investment capabilities offered to asset owners include the following:

• Quantitative factor strategies
• Index Equity and Fixed Income
• Cash and Short Duration Fixed Income

A significant focus of our business is on investment strategies which incorporate ESG principles and our ESG expertise is well recognized in the marketplace. Our capabilities are offered through both separately managed portfolios and pooled funds.
What you will do

• Maintain deep relationships with one or more key Australasia client(s) and implement an effective relationship management plan which incorporates high quality servicing of existing accounts but also conveys asset management thought leadership, broader investment capabilities and comprehensive solutions of Northern Trust Asset Management. This requires understanding/evaluating the investor’s overall goals, objectives and risk tolerance.
• Take full accountability for all areas related to client servicing, working with the Sales Team, Portfolio Management, Account Management, Front and Back Office and relevant support teams.
• Proactively deepen and broaden relationships within each client organization.
• Conduct periodic portfolio and strategic reviews with appropriate recommendations to meet client expectations.
• Strong collaboration with regional Northern Trust Asset Management Sales teams through joint meetings, client reviews and new business generation. Work closely with the Relationship Management teams in Melbourne and the broader APAC region to develop, execute and maintain a business strategy, in co-operation with other Northern Trust business units in the region.
• Develop a strong network with other teams including Wealth Management Group and Asset Servicing when needed.
• Track progress in the client relationship management system, communicate activity reports and provide necessary management metrics.

About You

• The ability to develop strong relationships with strategic clients and communicate effectively with them.
• Be a strong team player and work effectively with portfolio managers, operations staff, other client facing staff etc. in order to deliver a high quality overall service to each client in an efficient manner.
• With support from senior staff, analyze client situations, formulate effective strategic and tactical actions and resolve issues. He or she needs to be conversant and comfortable at all stages of the business process. In order to be effective, there must be a demonstrated ability to evaluate clients’ needs and formulate a responsive solution.
• In conjunction with senior staff, act as a strategic partner with clients in analyzing changes in the market and the client investment profile with the goal to develop strategic and tactical solutions.
• Take an important role in the portfolio review process to ensure that clients understand performance of their investment and that indicated changes in client needs are adequately incorporated into the investment program.
• Synthesize client requirements and effectively communicate these needs to Northern Trust Asset Management product management, portfolio management, marketing, risk and compliance teams allowing for the development of market responsive solutions.
• Work effectively in a large, growing and constantly changing, global organization.
• Proven and successful experience in the investment management industry, with demonstrable direct relationship management /business development experience
• Strong knowledge of and interest in financial markets and investment management.
• Experience of working with Australasia Institutional Investors is essential.
• English language speaking and writing skills required. Other languages skills are welcome.
• University Degree in business, finance, economics or related fields preferred.
• CFA or other relevant qualification preferred.

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 .
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.