Intermediary Sales Leader, ETFs & Asset Management

056 Northern Trust Investments Inc; Washington (District of Columbia); Sur place; USD 131 000 - 222 000; Plein temps

Avantages offerts par ce poste

401k and pension

Health and welfare benefits

Discretionary bonus with equity

Paid time off

Résumé du poste

Northern Trust is seeking a Senior Market Leader to drive Asset Management capabilities to financial intermediaries across a major domestic market center. You will build and manage relationships with RIAs, wirehouses and platforms, deliver strategic sales presentations, and lead a regional team.

You will report weekly in Salesforce, coordinate events, manage a region’s budget, and partner with National Sales Management to align client voices with field feedback.

Qualifications

• 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 ETF/mutual fund distributor.
• Proven ability to sell in person, over the phone and build strong client relationships.
• Ability to travel extensively and work in a major metro market.

Responsabilités

• Represent Northern Trust as the intermediary market presence in a major domestic market center.
• Develop, cultivate and manage relationships to achieve sales targets and grow NTAM capabilities.
• Deliver sales presentations and consulting meetings with financial advisors and platforms.
• Report weekly activities via Salesforce CRM and coordinate events and conferences in the region.
• Lead regional team, manage budget and collaborate with National Sales Management.

Formation

BA/BS degree

NASD Series 7, 63, 65

MBA or CFA preferred

Outils

Salesforce CRM

Description du poste

Northern Trust is seeking a Senior Market Leader to drive Asset Management capabilities to financial intermediaries across a major domestic market center. You will build and manage relationships with RIAs, wirehouses and platforms, deliver strategic sales presentations, and lead a regional team.

You will report weekly in Salesforce, coordinate events, manage a region’s budget, and partner with National Sales Management to align client voices with field feedback.