About the Role
Responsible for acting as the technical/industry expert in managing securities finance client relationships. Anticipates and identifies opportunities for expanding business relationships. Acts as a key consultant to senior client contacts assisting in policy, strategy, or redesign.
Responsibilities
- Acts as the technical/industry expert in managing the delivery of securities finance services, analyzing client needs, recommending improvements, and assessing the impact of any newly recommended or additional financial services.
- Acts as key consultant to senior contacts, assisting in formulation of policy recommendations, redesign of processes, and creative problem solving.
- Facilitates planning sessions to develop new solutions to client needs.
- Anticipates or creates opportunities for enhancing client relationships through new products or services or increased consulting activities.
- Manages complex client relationships and is accountable for strategy to ensure these relationships remain profitable.
- Ensures overall client satisfaction by facilitating efforts of service team, coordinating resources to ensure timely delivery and issue-resolution, and effectively communicating client concerns/needs to partners.
- Educates client on emerging issues, regulatory and tax changes, and the general financial environment.
- Translates the impact on client activities and how it relates to bank wide services.
- Cross sells bank products/services and leads the development of new solutions to client needs.
- Coordinates presentations, brings in experts when appropriate, closes the sale, ensures smooth delivery of new services, and communicates emerging needs.
- Manages client profitability.
- Understands competitive environment and anticipates and identifies opportunities, develops pricing strategies, and works with team to enhance profitability.
- Recommends new services and products with an awareness of organizational implication of these decisions.
Requirements
- Knowledge of securities finance services and business segment-specific issues usually acquired through work experience is required to manage complex client relationships.
- Knowledge of general finance and portfolio management concepts usually acquired through formal education or experience is needed to consult on client needs.
- Skills in negotiation, leadership, delegation, and sales are necessary to service the client relationship.
- Proven experience in financial servicing; in securities lending or related service.
- Applicants must have the right to work in the United Kingdom at the time of application and for the duration of employment.
- Northern Trust is unable to provide visa sponsorship for this role.
Skills
- negotiation
- leadership
- delegation
- sales
Location
- United Kingdom
Work Type
- Full-time
Experience Level
- Mid-level
- Senior-level
Education Level
- Bachelor's degree
Benefits
- Flexible and collaborative work culture
- Strong history of financial strength and stability
- Movement within the organization is encouraged
- Senior leaders are accessible
- Commitment to an inclusive workplace
- Assisting the communities we serve
- Philanthropy is deeply rooted in Northern Trust’s history
- Reasonable Accommodation
About the Company
- As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.
- Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity.
- Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.
- With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
Equal Opportunity
- Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities.
