Director of Client Development, Global Family Office, Chicago

And Simple ApS; Chicago (IL); Presencial; USD 137 000 - 240 000; Tempo integral

Resumo da oferta

Northern Trust is seeking a Market Development Officer to lead sales for its Global Family Office business, targeting US-based family offices and private investment clients. The role owns the full sales cycle from discovery through onboarding and requires deep trust/investment sales experience.

Ideal candidates bring 8–10 years of experience, Series 7 and 66 licenses, and a background with Single Family Offices or Private Trust Companies, with strong analytical and relationship-management skills

Qualificações

• 8–10 years in trust/investment sales or relationship management.
• Series 7 & 66 licenses.
• Preferred experience with Single Family Offices or Private Trust Companies.
• Deep product knowledge and strong analytical/sales skills.

Responsabilidades

• Identify prospective clients and build referral networks.
• Lead the complete sales cycle from discovery through onboarding.
• Present products to prospects and their advisors.
• Research financial profiles and recommend solutions.
• Cross-sell to existing clients.
• Represent Northern Trust at industry events.
• Maintain compliance with regulations and risk standards.

Conhecimentos

Market development

Sales leadership

Analytical skills

Relationship management

Formação académica

Series 7 & 66 licenses

Descrição da oferta de emprego

Northern Trust is hiring a market development officer to lead sales for its Global Family Office business, targeting US-based single family offices and private investment clients. The role owns the full sales cycle - sourcing prospects, building referral networks, presenting solutions across investments, asset administration, banking and advisory, and cross-selling to existing clients. Suits a senior trust/investment sales professional with direct SFO or private trust company experience.

Northern Trust seeks a market development officer to lead sales for its Global Family Office business targeting US-based family offices and private investment clients. The role focuses on sourcing new business opportunities across investments, asset administration, banking and advisory solutions.

Key responsibilities

• Identify prospective clients and build referral networks
• Lead the complete sales cycle from discovery through onboarding
• Present products to prospects and their advisors
• Research financial profiles and recommend solutions
• Cross-sell to existing clients
• Represent Northern Trust at industry events
• Maintain compliance with regulations and risk standards

Required qualifications

• 8-10 years in trust/investment sales or relationship management
• Series 7 & 66 licenses
• Preferred experience with Single Family Offices or Private Trust Companies
• Deep product knowledge and strong analytical/sales skills

Northern Trust is a Fortune 500 financial institution established in 1889, serving sophisticated clients globally with more than 22,000 partners. Compensation: $137,400 - $240,400.