Senior Managing Director

About Northern Trust:

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

SENIOR MANAGING DIRECTOR - FIA

OH: R133323

Major Duties:

• The Sr. Managing Director plans and directs all activities for the Central region Foundation and Institutional Advisors practice which focuses on nonprofit and ERISA OCIO business. Communicates overall strategy to reporting managers and employees.
• Upholds corporate policies and procedures. Develops objectives and strategic plans for location or market that meet Business Unit and Corporate objectives. Directs activities of office or location toward accomplishing those objectives.
• Oversees development and monitoring of financial planning, and pricing of products and services. Responsible for capital and expense budget.
• Oversees client interactions and communications. Monitors retention of current clients and broadening of relationships. May address specific sensitive or complex client needs.
• Identifies and researches potential for community or market expansion. Develops sales goals for new business. Oversees communication strategies and identification of prospective clients/business. Participates in sales presentations. Investigates strategic opportunities for acquisition or expansion.
  

Knowledge:

• Leadership and organizational skills to determine goals, resource needs, and to assess and develop the skills of staff. Capable to direct the activities for multiple units.
• Knowledge of business strategy development provide long term planning and to manage the profitability/performance of a major business segment.
• Deep and specific expertise in the nonprofit OCIO segment.
• Externally focused with experience in networking and driving growth.

Experience:

• Developing a sales and marketing strategy to expand the client footprint across the Midwest.
• Leading a dynamic and talented team of 25 investment, asset servicing and sales professionals.
• Completion of any of the following educational and/or professional designations strongly preferred: MBA, CFA, CFP, CIMA, CPWA, CAIA.
• A College or University degree and/or relevant proven work experience is required/preferred.

Working with Us:

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.

We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater

Reasonable accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.

We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.

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