Canada

Client Executive, Institutional Trust, Toronto

Client Executive, Institutional Trust, Toronto
Description
Overview The Client Executive owns and grows a portfolio of multinational clients, with full responsibility for retention, relationship expansion, and client satisfaction across Northern Trust. This role delivers tailored, advice‑driven solutions while identifying opportunities to deepen relationships and drive growth. In this role, you will strategically manage institutional asset servicing clients, focusing on client satisfaction, retention, and revenue growth while proactively mitigating risk for both the client and the organization. You will work closely with product partners to deliver innovative solutions tailored to each client, drawing on capabilities across Asset Management, Securities, and Front Office Solutions. You will act as a trusted advisor, anticipating client needs and connecting the right resources to deliver results.

Key Responsibilities

Manage a portfolio of complex master trust, custody, and asset servicing clients

Own and execute client relationship strategies focused on retention, growth, and long‑term value

Identify opportunities to expand services by aligning client needs with firm capabilities

Build and maintain strong relationships with clients and their advisors through proactive engagement

Deliver insights on industry trends, regulatory developments, and evolving client needs

Partner with internal teams to design and deliver tailored solutions

Lead relationship reviews, track progress against goals, and adjust strategies as needed

Own client profitability, including pricing and overall contribution

Understand the competitive landscape and position Northern Trust effectively

Support new business development and prospecting efforts within the market

Escalate and resolve client issues to ensure a consistent client experience

Engage senior leadership as needed to support strategic relationships

Experience and Skills

10 to 15 years of experience in relationship management, client servicing, and business development within financial services

Experience across asset servicing, custody, trust, and investment products

Understanding of banking, credit, and treasury services

Proven ability to manage complex client relationships and drive growth

Strong commercial mindset with experience managing profitability

Excellent communication, influencing, and relationship management skills

Ability to lead client discussions, negotiate, and close opportunities

Strong organizational skills with the ability to coordinate across teams

Knowledge

Understanding of asset servicing, trust, and investment solutions

Knowledge of industry trends, regulatory environment, and client challenges

Familiarity with Northern Trust capabilities across Asset Management, Securities, and Front Office Solutions

Awareness of market dynamics and competitive landscape

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 .

#J-18808-Ljbffr
Highlights
Safety Tips
Be careful with multilevel marketing programs, and their income projections.
1 / 10
More info about this ad

Client Executive, Institutional Trust has been posted in the Barrie Other Jobs category on Locanto.

If you’re looking for something similar, check out Work From Home Full-Time Focus Group Participant, Barrie, Full-Time Focus Group Participant ($75- $150 per 1 hour session), Barrie or Project Manager in Barrie, also posted in Other Jobs. In total, we have 34 ads in Other Jobs in Barrie on Locanto classifieds.

There are more ads within a 15 km radius for this category. If you want to view those ads, click here.