Global Family Office: Senior Client Development Lead

Northern Trust Corp; Chicago (IL); On-site; USD 137,400 - 240,400; Full time

Benefits offered by this job

Comprehensive benefits package

401k and pension

Paid time off

Discretionary bonus program

Job summary

A leading financial institution is looking for a Lead Market Development Officer in Chicago, focusing on U.S. family offices and private investment firms. Responsibilities include sourcing new business, managing relationships, and leading the sales process. Candidates should have 8-10 years of trust or investment sales experience along with Series 7 & 66 licenses. A comprehensive benefits package is offered, and the role promotes a flexible work culture.

Qualifications

• 8-10 years of experience in trust/investment sales or relationship management.
• Prior experience with Single Family Offices or Private Trust Company preferred.
• Knowledge of local market practices and networks.

Responsibilities

• Sourcing and closing new business opportunities.
• Leading sales process from identification to onboarding.
• Building rapport with prospects and conducting meetings.

Skills

Analytical skills

Sales skills

Market knowledge

Relationship management

Interactive skills

Education

8-10 years of trust/investment sales

Series 7 & 66 licenses

Job description

A leading financial institution is looking for a Lead Market Development Officer in Chicago, focusing on U.S. family offices and private investment firms. Responsibilities include sourcing new business, managing relationships, and leading the sales process. Candidates should have 8-10 years of trust or investment sales experience along with Series 7 & 66 licenses. A comprehensive benefits package is offered, and the role promotes a flexible work culture.