Associate Relationship Manager, Investments

Posted Yesterday
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Chicago, IL, USA
Hybrid
74K-126K Annually
Mid level
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The Role
Support client service and business development for family office investment clients by partnering with Investment Relationship Managers. Coordinate internal teams, facilitate onboarding of mandates, prepare meeting materials, respond to client inquiries, and align investment solutions with client objectives across public and private markets.
Summary Generated by Built In

About Northern Trust


As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.


Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.


With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.


Primary Duties & Responsibilities

  • Support client service and business development efforts within Northern Trust Asset Management’s Global Family Office (GFO) Investment Practice.  Associate Relationship Managers play a critical client-facing role, partnering closely with Investment Relationship Managers (IRMs) to support a designated client base and business development efforts.
  • Help ensure client satisfaction by organizing and facilitating the efforts of Northern Trust Asset Management’s service team, engaging with portfolio management, product management, operations, reporting, and other key functions as needed.  Serve as a key facilitator to ensure timely execution, issue resolution, and effective communication of client needs and priorities.
  • Develop a deep understanding of each client’s investment objectives to help ensure alignment between client needs and Northern Trust solutions.
  • Build and maintain strong relationships with family office executives, investment professionals, advisors, consultants, and other key stakeholders. Act as a trusted day-to-day resource by responding to inquiries, coordinating requests, facilitating reporting needs, and proactively identifying opportunities to add value.
  • Develop and maintain knowledge of public and private market investment solutions, asset allocation frameworks, tax-aware investing approaches, portfolio construction, and industry trends affecting family offices.
  • Participate in client and prospect meetings as needed, assisting with the preparation of presentation materials, investment reviews, and strategic discussions. Coordinate and prepare subject matter experts to support client conversations as needed.
  • Lead the onboarding of new investment mandates and client relationships, ensuring a seamless implementation experience through coordination across internal stakeholders, consultants, custodians, and external advisors.

Necessary Knowledge, Skills and Experience

  • Investment acumen: Ability to develop knowledge across a broad range of public and private asset class solutions, including key Northern Trust Asset Management capabilities, along with awareness of industry trends influencing family offices.
  • Communication Skills: Strong interpersonal, organizational, and communication skills with the ability to build credibility and trust with sophisticated family office executives, investment committees, consultants, legal advisors, and other centers of influence. Proven ability to manage multiple priorities, solve problems independently, and collaborate effectively across diverse internal teams. Demonstrated attention to detail and commitment to delivering a high-touch client experience.
  • Education & Experience: A College or University degree and several years’ experience interacting with institutional investors or similar professional contacts.
  • Licensing: Series 7 and 63 required or must be obtained within 90 days.

Salary Range:

$74,200 - 126,200 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.


Work Authorization


Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).


Working with Us


As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.


Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.


Reasonable Accommodation


Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected], or alternatively you can discuss your individual requirements with the recruiter you are working with.


Skills Required

  • Series 7 and Series 63 licensing (required to be obtained within 90 days)
  • College or University degree
  • Several years' experience interacting with institutional investors or similar professional contacts
  • Strong interpersonal, organizational, and communication skills with attention to detail
  • Knowledge of public and private market investment solutions, asset allocation, portfolio construction, and family office trends
  • Authorization to work in the U.S. without need for employment-based visa sponsorship now or in the future

Northern Trust Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Northern Trust and has not been reviewed or approved by Northern Trust.

  • Retirement Support A 401(k) with company match alongside an employer‑funded defined‑benefit pension is highlighted in employer‑verified materials and filings, setting the retirement package apart from many private employers.
  • Leave & Time Off Breadth PTO is portrayed as solid overall, and two paid volunteer days per year are clearly documented across corporate materials.
  • Parental & Family Support Company sources and postings reference paid parental and caregiver leave and recent enhancements to parental benefits, indicating meaningful family support within the package.

Northern Trust Insights

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The Company
HQ: Chicago, IL
24,000 Employees
Year Founded: 1889

What We Do

As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families and institutions by remaining true to our enduring principles of service, expertise and integrity. A globally recognized Fortune 500 Company in continuous operation since 1889, we’ve built a legacy of empowering clients to reach their goals with confidence. Since our roots as a trust bank, we’ve grown to a global presence with more than 24,000 employees in more than 20 countries and across six core business units: Wealth Management Asset Management Asset Servicing Technology Corporate Functions Enterprise Operations Join a Team That’s Achieving Greater At Northern Trust, we refer to our employees as partners – with good reason. We understand that relationships are the key to our success. Here you’ll join a diverse and inclusive team of innovators with the drive to challenge the way things have always been done. Instead of choosing between a dynamic career and work-life balance, enjoy working with a team that supports your goals in the office and at home. We’ll help you get where you want to go without sacrificing what matters most to you. Delivering value and adhering to our enduring principles What are enduring principles? Since our founding, they have guided our strategy and success. Thanks to the dedication of our partners, Northern Trust continues to thrive by adhering to three enduring principles: service, expertise and integrity . What does this mean? Service Northern Trust has a relentless drive to provide exceptional service to our clients, our partners and our communities. We set new standards and go above and beyond in our commitment to delivering greater results. Expertise Expertise is at the core of who we are. We focus sharply on what we do well. From expanding our capabilities, to hiring talented professionals to developing innovative solutions, our expertise is why we continue to be a trusted advisor for generations of families and institutions. Integrity Operating with uncompromising ethics is central to Northern Trust’s heritage. As a result, our clients, partners and communities know they can rely on us. For more than 130 years, our integrity has been our guide – and that will never change.

Why Work With Us

At Northern Trust, we go further because we go together. We embrace flexibility, encourage balance, and prioritize inclusion at all levels, working together to keep you connected. We are committed to our employees—all 24,000 of them. Whether this is a first step or a bold new leap in your career, we’re here to help you move forward.

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