The role focuses on servicing relationships with Northern Trust Asset Management's institutional investor clients within the specialized Insurance & Healthcare Practice
Job Summary
The role focuses on servicing relationships with Northern Trust Asset Management's institutional investor clients within the specialized Insurance & Healthcare Practice.
Associate RMs are responsible for ensuring client satisfaction by coordinating efforts across service teams, portfolio management, and product management functions.
Northern Trust offers a comprehensive benefits package including retirement plans, health coverage, paid time off, and a discretionary bonus program with potential equity components.
Matching Summary
The role focuses on servicing relationships with Northern Trust Asset Management's institutional investor clients within the specialized Insurance & Healthcare Practice.
Salary
Base: $74,200 - $126,200 USD; Bonus/Equity: Discretionary bonus program may include equity component; Benefits: Comprehensive package including 401k, pension, medical, dental, vision, and parental leave
Skills & Requirements
Must-have
Institutional client relationship management
Insurance company investment knowledge
Healthcare system asset investing
Portfolio management coordination
Series 7 and Series 63 licensing
Nice-to-have
Proactive solution recommendation skills
Strong internal cross-functional collaboration
Experience with sophisticated institutional investors
Project management for new client onboarding
Key Requirements
College or University degree required
Several years of experience with institutional investors
Series 7 and Series 63 licenses required or obtainable within 90 days
Preferred experience with insurance companies or healthcare systems