Northern Trust

Senior Market Leader, External Wholesaler, Mid-Atlantic/Washington DC

United States · Work style not stated · Full time

Posted over 6 months ago: check it’s still open

Apply on the employer’s site ↗See how well you match this job

You apply directly with the employer. ROLIVA does not submit applications from this page and is not the employer.

About the role

Description from the employer’s posting. Check the employer’s page for the current version.

  • EmployerNorthern Trust
  • LocationUnited States
  • Work styleWork style not stated
  • Employment typeFull time
  • Employer posted

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.

As a Senior Market Leader you will provide Northern Trust Asset Management’s (NTAM) capabilities to financial intermediaries, as investment recommendations, including, but not limited to: RIAs, Wirehouses, Independent Broker/Dealers, Regional Broker/Dealers, etc. positioning FlexShares ETFs, Northern Multi Asset Class Solutions, Northern Funds, Northern SMAs, Direct Indexing and Northern Alternatives (50 South Capital) in the marketplace.

Show full description

You will be responsible for establishing new relationships in all focus channels, growing and servicing existing client relationships and assisting with procuring new opportunities. You must be able to work effectively and collaboratively with all areas of business within Northern Trust and with financial intermediaries.

PRIMARY DUTIES:

  • Represent Northern Trust as the Intermediary market presence in a major domestic market center.
  • Develop, cultivate and manage relationships – both existing and new – to achieve and exceed our sales targets.
  • Grow the use of NTAM’s capabilities in a defined region, across all major channels.
  • Deliver sales presentations, seminars, and consulting meetings with professional financial advisors and appropriate centers of influence for National and Regional advisory firms and platforms.
  • Identify implementation opportunities and marketing/collateral needs, that will help drive adoption and usage of NTAM’s capabilities.
  • Report weekly activities, accomplishments, and opportunities through the Salesforce.com CRM, as well as, interact on a consistent bases with managerial leadership.
  • Be a contributing member of a team that thrives on partnership, innovation, and execution.
  • Work closely with the National Sales Manager and National Accounts Team to communicate client voice from the field.
  • Manage budget to maximize time and resources within the Intermediary Channel.
  • Coordinate and manage all events and conference activity within the region.
  • Lead regional team, including Market Leader and/or Market Associate.
  • Maintain a diverse and healthy business in regards, but not limited to: channels, products, geography and clients.

REQUIRED EXPERIENCE/KNOWLEDGE:

  • BA/BS degree required
  • NASD Series 7, 63 and 65 required
  • MBA, CIMA, CFP or CFA certification preferred
  • 5+ years of external intermediary sales and territory management experience with an established distributor of ETF, mutual fund, SMA, etc.
  • Bring established client relationships within the market center
  • Proven ability to sell in person, over the phone, and to develop strong client relationships.
  • Proven understanding and implementation of competitive analytics and analysis and a high adoption rate to new technologies.
  • Ability to develop relationships with professional financial advisors and deliver ideas and information that will generate sales and assets
  • Ability to travel extensively on a consistent basis
  • Exceptional verbal, written and sales presentation skills
  • High energy, motivated individual, commitment to excellence
  • Ability to work in a team environment is critical
  • Reside in the major metro area / region
  • Clean U-4

Salary Range:

$130,530 to 221,920 USD

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

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 the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater

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 MyHRHelp@ntrs.com.

We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.

Staying safe while you apply

  • Never pay to apply, interview or accept an offer. ROLIVA never asks you for payment to apply to a job.
  • Apply only through the official “Apply on the employer’s site” button, on the employer’s own site, and check that a recruiter’s email uses that employer’s own domain rather than a free email address.
  • Be cautious of an offer made with no real interview, or pressure to decide quickly or share financial details early.

Does something look wrong with this listing? Use “Report broken link” in the role details, or read ROLIVA’s full job-safety guidance ↗.

Preparing for this role with ROLIVA

  • Check the fit.

    Compare the requirements with the experience you have confirmed, including gaps.

  • Prepare honestly.

    Build interview stories and application drafts from your own evidence.

  • Keep track.

    Save the role and record your own application status and follow-ups.

Create a free workspace or log in.

At a glance

  • Employment typeFull time
  • SenioritySenior
  • Employer posted
  • Added to ROLIVA
  • Last checked

Skills in this posting

Skills ROLIVA found in the employer’s own description above. A mention is not a requirement.

Salesforce

Explore similar roles

Similar jobs

Northern Trust

Sr. Banking Advisor

United States

Work style not statedFull time