Custody Servicing Senior Relationship Manager

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Custody Servicing - Specialist, CS Invest Ops (Senior Relationship Manager)

Overview

The Specialist within Global Fund Services Client Servicing will serve as Custody Servicing Relationship Manager to help drive measurable enhancements in custody servicing, including third party investment manager satisfaction, client service quality, operational productivity, and effective communication both internally and externally. This individual is a seasoned investment operations expert with extensive business and/or technical knowledge. Works in partnership with the Asset Servicing Custody teams to escalate and resolve issues, improve efficiency and increase productivity. Collaborates with C&IS Business Development teams as revenue opportunities arise with third party investment manager custody relationships.

Job Responsibilities

  1. Develop Relationship Plans, execute the Investment Manager calling program and document results. Establish and maintain connections with decision makers and senior operations contacts across all managers assigned.
  2. Responsible for understanding each Investment Manager's operations support model, strategy, and future growth potential while maintaining a liaison relationship between the Investment Manager and internal partners.
  3. Communicate investment manager's business and strategic goals, priorities and objectives to client service managers and service teams.
  4. Serve as the escalation point for analysis and resolution of complex operational issues that arise.
  5. Identify opportunities for improvement within Northern Trust and existing technology capabilities while acting as a liaison with Partner areas to drive resolution.
  6. Ensure appropriate operational controls in order to manage and mitigate risk to Northern Trust.
  7. Proactively communicate upcoming industry and market changes, ensuring all applicable client teams are informed and prepared.
  8. Lead team discussions and knowledge share sessions about servicing and technology-related themes across the relationship coverage base while regularly proposing solutions and/or suggestions to improve level of client service.
  9. Responsible for building and maintaining effective working relationships with key internal partners and external contacts.
  10. Provides Investment Managers access to subject matter expertise both internally and externally.

Skills / Knowledge

  • A College or University degree and/or 7-10+ years of relevant work experience
  • Previous Financial Services, Asset Management and/or Investment Operations experience
  • Understanding of Back and Middle Office Support
  • Excellent oral and written communication skills
  • Skills in negotiation, delegating, leadership, and service delivery
  • Analytical and problem solving skills
  • Highly flexible and adaptable to change
  • Knowledge of industry best practices for financial services operations
  • Attention to detail
  • Works with a sense of urgency

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.

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 America's best banks and most sustainable companies! Build your career with us andapply today.#MadeForGreater

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Location

50 S. La Salle, Chicago, IL 60603

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