Senior Strategic Relationship Manager

Northern Trust

Senior Strategic Relationship Manager at Northern Trust responsible for selling and retaining investment products. Focus on ETF, Mutual Fund, and Strategic Account Management, generating revenue for the bank.

Posted 7/24/2026full-timeNew York City • Illinois, New York • 🇺🇸 United StatesSenior💰 $158,010 - $268,640 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in investment sales with a strong focus on ETFs, Mutual Funds, and Alternative Investments. Proven ability to drive revenue through client engagement and needs analysis, leveraging an extensive network of RIA contacts.

Highest-signal resume keywords

Investment Sales ExperienceExtensive RIA NetworkNASD Series 7NASD Series 66CFA

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

ETF SalesMutual Fund SalesSeparately Managed AccountsAlternative InvestmentsMulti Asset Class ProductsClient Needs AnalysisRevenue Generation

Soft Skills

Technical ExpertiseClient Relationship Management

Certifications & Qualifications

NASD Series 7NASD Series 66CFA

Industry Keywords

Investment ProductsNational AccountsProspective ClientsRevenue GenerationClient Retention

About the role

Key responsibilities & impact

Responsible for driving revenue by selling and retaining investment products and services with a focus on ETF, Mutual Fund, Separately Managed Accounts, Alternative Investments and Multi Asset Class products and services to prospective clients generating revenue for the bank.
Acts as the technical expert and lead on major national accounts regarding the bank's products and services and the outside marketplace.
Identifies prospects by various research and analyzes client's needs to recommend new services or products.

Requirements

What you’ll need

10+ years of investment sales experience to include extensive network of RIA contacts.
Bachelor’s degree and/or relevant proven work experience is required
NASD Series 7 and 66 (or 63 & 65) are required.
CFA is strongly preferred

Benefits

Comp & perks

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