Senior External Wholesaler – Northern CA (Remote)

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

Benefits offered by this job

401k and pension benefits

Health and welfare benefits

Paid time off

Flexible work culture

Job summary

A leading financial institution is seeking a Senior Market Leader to sell investment products and generate revenue. The ideal candidate will have 10-15 years of investment sales experience and be well-versed in various financial products. Responsibilities include building client relationships and executing strategic initiatives. This remote position offers a competitive salary range and robust benefits package including retirement plans and bonuses. Join a flexible and inclusive workplace where your ideas can thrive.

Qualifications

• 10-15 years of investment sales experience required.
• NASD Series 7 and 66 (or 63 & 65) are mandatory.

Responsibilities

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

Skills

Investment management knowledge

Negotiation skills

Leadership skills

Education

College or University degree

Job description

A leading financial institution is seeking a Senior Market Leader to sell investment products and generate revenue. The ideal candidate will have 10-15 years of investment sales experience and be well-versed in various financial products. Responsibilities include building client relationships and executing strategic initiatives. This remote position offers a competitive salary range and robust benefits package including retirement plans and bonuses. Join a flexible and inclusive workplace where your ideas can thrive.