Senior External Wholesaler - Investment Solutions Leader

Northern Trust; San Francisco (CA); On-site; USD 150,000 - 268,640; Full time

Benefits offered by this job

Comprehensive benefits package

401k and pension

Paid time off

Job summary

A leading financial institution in San Francisco seeks an experienced professional for a sales role in ETF, Mutual Fund, and Multi Asset Class products. The successful candidate will possess 10-15 years of investment sales experience, negotiation skills, and expertise in investment management. The role necessitates building and maintaining relationships with clients while driving revenue. Offering a competitive salary and benefits package, this position provides opportunities for career growth within a supportive organization.

Qualifications

• 10-15 years of investment sales experience is required.
• Negotiation skills necessary for fee proposals.
• Leadership skills to assess staff development needs.

Responsibilities

• Sell ETF, Mutual Fund and Multi Asset Class products.
• Identify new prospects and produce business plans.
• Act as technical expert for the bank's products.

Skills

Investment management knowledge

Negotiation skills

Leadership and organizational skills

Education

College or University degree

10-15 years of investment sales experience

NASD Series 7 and 66 (or 63 & 65)

Job description

A leading financial institution in San Francisco seeks an experienced professional for a sales role in ETF, Mutual Fund, and Multi Asset Class products. The successful candidate will possess 10-15 years of investment sales experience, negotiation skills, and expertise in investment management. The role necessitates building and maintaining relationships with clients while driving revenue. Offering a competitive salary and benefits package, this position provides opportunities for career growth within a supportive organization.