Senior Market Leader, External Wholesaler, Mid-Atlantic/Washington DC

Northern Trust; Washington (District of Columbia); On-site; USD 130,530 - 221,920; Full time

Benefits offered by this job

Comprehensive benefits package

Discretionary bonus program

Flexible work culture

Job summary

A leading global financial institution is seeking a Senior Market Leader to enhance their market presence and client relationships. The ideal candidate will develop and manage partnerships primarily within the financial advisory space, achieving sales targets and delivering impactful presentations. With over 5 years of external sales and territory management experience, strong communication and client relationship skills are essential. Enjoy a competitive salary range and a supportive work culture committed to innovation and community service.

Qualifications

• 5+ years of external intermediary sales and territory management experience.
• Ability to develop relationships with financial advisors.
• Proven ability to sell in person and over the phone.

Responsibilities

• Develop and manage relationships to meet sales targets.
• Deliver presentations and consulting meetings with financial advisors.
• Report activities and achievements through Salesforce.com.

Skills

External intermediary sales experience

Client relationship management

Sales presentations skills

Communication skills

Teamwork

Education

BA/BS degree

MBA, CIMA, CFP or CFA certification

Tools

Salesforce.com CRM

Job description

About Northern Trust

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

As a Senior Market Leader you will provide Northern Trust Asset Management’s (NTAM) capabilities to financial intermediaries, as investment recommendations, including, but not limited to: RIAs, Wirehouses, Independent Broker/Dealers, Regional Broker/Dealers, etc. positioning FlexShares ETFs, Northern Multi Asset Class Solutions, Northern Funds, Northern SMAs, Direct Indexing and Northern Alternatives (50 South Capital) in the marketplace. You will be responsible for establishing new relationships in all focus channels, growing and servicing existing client relationships and assisting with procuring new opportunities. You must be able to work effectively and collaboratively with all areas of business within Northern Trust and with financial intermediaries.

Primary Duties

• Represent Northern Trust as the Intermediary market presence in a major domestic market center.
• Develop, cultivate and manage relationships – both existing and new – to achieve and exceed our sales targets.
• Grow the use of NTAM’s capabilities in a defined region, across all major channels.
• Deliver sales presentations, seminars, and consulting meetings with professional financial advisors and appropriate centers of influence for National and Regional advisory firms and platforms.
• Identify implementation opportunities and marketing/collateral needs, that will help drive adoption and usage of NTAM’s capabilities.
• Report weekly activities, accomplishments, and opportunities through the Salesforce.com CRM, as well as, interact on a consistent bases with managerial leadership.
• Be a contributing member of a team that thrives on partnership, innovation, and execution.
• Work closely with the National Sales Manager and National Accounts Team to communicate client voice from the field.
• Manage budget to maximize time and resources within the Intermediary Channel.
• Coordinate and manage all events and conference activity within the region.
• Lead regional team, including Market Leader and/or Market Associate.
• Maintain a diverse and healthy business in regards, but not limited to: channels, products, geography and clients.

Required Experience/Knowledge

• 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 established distributor of ETF, mutual fund, SMA, etc.
• Bring established client relationships within the market center
• Proven ability to sell in person, over the phone, and to develop strong client relationships.
• Proven understanding and implementation of competitive analytics and analysis and a high adoption rate to new technologies.
• Ability to develop relationships with professional financial advisors and deliver ideas and information that will generate sales and assets
• Ability to travel extensively on a consistent basis
• Exceptional verbal, written and sales presentation skills
• High energy, motivated individual, commitment to excellence
• Ability to work in a team environment is critical
• Reside in the major metro area / region
• Clean U-4

Salary Range

$130,530 to 221,920 USD. Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

Working With Us

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater

Reasonable accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [e-mail]. We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.