Internal Wholesaler: Market Associate - ETFs & Funds

Northern Trust Corp; Chicago (IL); On-site; USD 70,000 - 110,000; Full time

Job summary

Northern Trust Corp in Chicago is seeking a Market Associate (Internal Wholesaler) to drive revenue by selling ETFs, mutual funds, SMAs, Direct Indexing, and other investment products to prospective clients. You will cross-sell and maintain client relationships while supporting territory management.

Continuing education on laws and regulations and a strong focus on client needs are essential for success in this role.

Qualifications

• A college or university degree and/or relevant proven work experience is required.
• NASD Series 7 and 63 required or able to obtain within first 90 days.
• Knowledge of investment management across all products and segments.
• Ability to communicate and sell Northern Trust's products and services to generate revenue for the bank.

Responsibilities

• Sell ETF, Mutual Funds, Separately Managed Accounts, Direct Indexing, Alternatives and Multi Asset Class products and services to prospective clients generating revenue for the bank.
• Cross sell Northern Trust's products and services and maintain ongoing relationships with clients.
• Assist in identifying new prospects by researching potential needs and prioritizing and producing a business plan.
• Assists in preparing sales presentations to clients utilizing knowledge of our products and services.

Skills

Series 7

Series 63

Investment product knowledge

Client relationship selling

Education

Bachelor's degree

Job description

Northern Trust Corp in Chicago is seeking a Market Associate (Internal Wholesaler) to drive revenue by selling ETFs, mutual funds, SMAs, Direct Indexing, and other investment products to prospective clients. You will cross-sell and maintain client relationships while supporting territory management.

Continuing education on laws and regulations and a strong focus on client needs are essential for success in this role.