Account Executive

• Manages complex master trust, custody and trust/asset services clients.
• Evaluates, designs, implements and oversees clients' total relationship plan.
• Ultimate responsibility for all aspects of the relationship including worldwide custody, multinational, investments, banking, credit/treasury management services and proper introductions to Wealth Management as appropriate.
• Reviews individual client relationships to determine the banking, trust and investment needs of clients; anticipates and creates opportunities for enhancing these client relationships.
• Places emphasis on relationship building and participates in development of new solutions to client needs, brings in experts when appropriate, and closes the sale.
• Ensures smooth delivery of new services and communicates emerging needs.
• Initiates regular, ongoing dialogue with clients and clients' advisors.
• Counsels clients on emerging financial/industry issues, new bank products and services, regulatory tax changes and general environment.
• Discusses impact on client’s activities and the bank’s services.
• Manages client profitability.
• Understands competitive environment and anticipates opportunities.
• Develops pricing strategies and works with team to enhance profitability.
• Coordinates/leads Northern Trust wide relationship reviews in order to develop client-specific strategic relationship plans and assess progress in meeting the goals set forth in the plans.
• Interacts with and involves bank senior management in reporting client servicing activities/issues.
• Provides management with defined reports highlighting client profitability, contribution and any servicing gaps.
• Escalates issues appropriately.
• Provides input regarding team members' performance with respect to their overall contribution to team results.
• Participates in new business efforts and defined prospecting within a given marketplace.

Client Executive, Institutional Trust

Account Executive, Physician Sales

Senior Account Executive – Corporate SaaS

Account Executive – Strategic Accounts

Senior Account Director, Pharma Agency – Freelance

Orthopaedic Account Director