Relationship Manager – Insurance Clients

Northern Trust

. Own the client experience throughout the relationship lifecycle .

Posted 11/11/2026full-timeUnited StatesSeniorLead💰 $114,700 - $194,900 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive client relationship management skills, with a strong focus on institutional asset management and the unique investing needs of insurance companies. Proficient in utilizing Salesforce for client prioritization and executing strategic initiatives across diverse asset classes.

Highest-signal resume keywords

Client Relationship ManagementInstitutional Asset ManagementSalesforce ProficiencyStrong Communication SkillsSeries 7 And 63 Certifications

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Experience ManagementPortfolio ReviewsDue-Diligence MeetingsAsset Class RepresentationExecution Planning

Soft Skills

Strong CommunicationOrganizational SkillsProblem ResolutionLeadership

Certifications & Qualifications

Series 7Series 63

Industry Keywords

Institutional Asset ManagementInsurance CompaniesEquityFixed IncomeMulti-AssetAlternatives

About the role

Key responsibilities & impact

Own the client experience throughout the relationship lifecycle
Partner across Northern Trust to deliver onboarding, ongoing service and strategic initiatives
Lead resolution of complex client issues
Own portfolio reviews and due-diligence meetings, including agendas, commercial priorities, SME preparation, presentation development, meeting leadership and follow-up
Travel as needed
Understand clients’ strategic priorities and build execution plans
Ensure Salesforce accurately reflects client priorities
Partner with sales, consultant relations and associates to uncover new client opportunities
Align activities and financial results with GICG strategic priorities
Champion Associates’ career growth

Requirements

What you’ll need

Minimum 8 years client facing experience
Knowledge of the unique investing needs of insurance companies strongly preferred
A College or University degree
8+ years in institutional asset management
Experience representing asset classes and disciplines across equity, fixed income, multi-asset and alternatives
Strong communication and organization skills
Ability to work across a large organization while managing many competing priorities
Series 7 and 63 required
Must be authorized to work in the U.S. without employment-based visa sponsorship now or in the future

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 and accident insurance
Other voluntary and well-being benefits
Discretionary bonus program that may include an equity component
Flexible and collaborative work culture
Career movement opportunities within the organization
Inclusive workplace
Reasonable accommodations for individuals with health conditions and disabilities