James Herr

Senior Relationship Manager, Global Family & Private Investment Offices

Role: VP, Senior Relationship Manager, Global Family & Investment Offices, West Region at Northern Trust Wealth Management
Location: Chicago, IL, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

VP, Senior Relationship Manager, Global Family & Investment Offices, West Region
Northern Trust Wealth Management
Jan 2023 — Present · Chicago, IL, US

Skills

Financial Advisory
Finance
Investment Management
Asset Allocation
Asset Management
Retirement Planning
Sales Management
Financial Services
Financial Planning
Sales Compensation
Wealth Management Services
Relationship Management
High Net Worth Individuals
Personal Trust Administration
Wealth Management
New Business Analysis

Contact information

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Work email
•••••@northerntrust.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Northern Trust

Financial Services · 10K employees · Founded 1889 · 50 S. La Salle, Chicago, Illinois, 60603, US

As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families and institutions by remaining true to our enduring principles of service, expertise and integrity. A globally recognized Fortune 500 Company in continuous operation since 1889, we’ve built a legacy of empowering clients to reach their goals with confidence. Since our roots as a trust bank, we’ve grown to a global presence with more than 24,000 employees in more than 20 countries and across five core business units: Wealth Management Asset Management Asset Servicing Technology Corporate Functions Join a Team That’s Made for Greater At Northern Trust, we refer to our employees as partners – with good reason. We understand that relationships are the key to our success. Here you’ll join a diverse and inclusive team of innovators with the drive to challenge the way things have always been done. Instead of choosing between a dynamic career and work-life balance, enjoy working with a team that supports your goals in the office and at home. We’ll help you get where you want to go without sacrificing what matters most to you. As of December 31 2024, Northern Trust had: $16.8 trillion assets under custody/administration $13.3 trillion in assets under custody $1.6 trillion in assets under management $156 billion in banking assets Stay connected with us: NT Careers Facebook - https://www.facebook.com/ntcareers Northern Trust Instagram - https://www.instagram.com/northerntrustcompany/

northerntrust.com

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Experience

VP, Senior Relationship Manager, Global Family & Investment Offices, West Region

Skills

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