Global Family Office Client Development Director

001 The Northern Trust Company; Miami (FL); On-site; USD 131,000 - 228,000; Full time

Job summary

The Northern Trust Company seeks a Lead Market Development Officer for its Global Family Office business in the U.S. The role centers on sourcing and closing new business opportunities across investments, asset administration, banking, technology, fiduciary and other advisory solutions.

You will develop referral networks and collaborate with Northern Trust partners and regional offices while ensuring compliance with fiduciary, investment, and banking regulations.

Qualifications

• 8-10 years of trust/investment sales and/or relationship management.

Responsibilities

• Understand a broad range of products and services to target prospects focusing on trust and investment management solutions.
• Utilize business and personal contacts to identify prospective clients and advisor networks.
• Lead end-to-end sales process: identification, profiling, discovery, product positioning, differentiation, closing and onboarding.
• Research prospects' financial profiles and assess requisite product solutions.
• Develop rapport with prospects and arrange meetings to drive the sales process.
• Present bank product materials to prospective clients or designated liaison.

Skills

Sales

Relationship mgmt

Financial products

Negotiation

Education

Series 7 & 66 licenses

Job description

The Northern Trust Company seeks a Lead Market Development Officer for its Global Family Office business in the U.S. The role centers on sourcing and closing new business opportunities across investments, asset administration, banking, technology, fiduciary and other advisory solutions.

You will develop referral networks and collaborate with Northern Trust partners and regional offices while ensuring compliance with fiduciary, investment, and banking regulations.