Northern Trust · 1 day ago
Lead Relationship Manager, Wealth Management
Cleveland, OH
Full-time
Onsite
Senior Level, Lead/Staff
$131K/yr - $228K/yr
10+ years expNorthern Trust is a globally recognized financial institution that provides innovative financial services and guidance to successful individuals and institutions. The Lead Relationship Manager will manage a client base of high net worth and ultra-high net worth clients, focusing on retention and growth through structured service and sales models.
BankingFinanceFinancial ServicesWealth Management
Responsibilities
Evaluates, designs, implements and oversees clients’ total relationship plans through a structured, consistent sales and service process
Reviews individual account relationships to determine the banking and investment needs of clients; anticipates and creates opportunities for enhancing the client relationships
Places emphasis on relationship building and participates in development of new solutions to client needs, brings in experts when appropriate, close the sales, Ensures smooth delivery of new services, and communicates emerging needs
Structures and negotiates complex loans within the authorized lending limits and ensures credit quality
Counsels' clients on emerging financial issues, new bank products and services, regulatory changes and general environment, and discussing impact on client's activities and the banks services
Provides financial services to clients, coordinating the resource and activities of the partner areas to ensure timely and accurate delivery
Provides input regarding floating team members’ performance with respect to their overall contribution to team results
Qualification
Required
10 - 15 years industry experience, including trust sales, portfolio management, and/or wealth management sales experience or trust relationship management
Solid, general knowledge of all personal financial planning issues
Knowledge of fiduciary products and services (e.g. personal trusts, living trusts, wills, investment management, security custody, financial consulting, estate planning), including fee structures and documentation, acquired through work experience is required to respond to the issues that arise during sales calls
Knowledge of federal, state, and local laws and regulations that apply to personal fiduciary, and estate and tax planning services acquired through formal education and work experience is required to consult with clients
Preferred
Completion of any of the following is highly preferred: MBA and/or CFA, CFP, CIMA, CPWA, CAIA and/or any professional designation that aligns with the financial services industry/wealth management
Benefits
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
Other voluntary and well-being benefits
Discretionary bonus program that may include an equity component
Company
Northern Trust
Northern Trust is a global leader in delivering innovative investment management, asset and fund administration, fiduciary and banking.
10001+ employees
H1B Sponsorship
Northern Trust has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (180)
2024 (203)
2023 (102)
2022 (74)
2021 (298)
2020 (83)
Funding
Current Stage
Public CompanyTotal Funding
$1.25B2025-11-20Post Ipo Debt· $1.25B
1978-01-13IPO
Leadership Team
Michael O'Grady
President, Chief Executive Officer & Director
Peter Cherecwich
Chief Operating Officer
Recent News
Business Wire
2025-12-18
2025-12-11
Company data provided by crunchbase