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

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

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!

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. Looking for greater? You found it.

Terms and Conditions Candidate Privacy Notice California Applicant Privacy Notice Pay Transparency Nondiscrimination Provision (U.S) Transparency in Coverage Disclosure – North America Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), [phone] (Asia Pacific), 1800-425-0333 (India), [phone] (Europe, Middle East and Africa) and let us know the nature of your request and your contact information. APAC/INDIA EEO STATEMENT It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development. Canada EEO STATEMENT Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance. EMEA EEO STATEMENT It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development. USA EEO STATEMENT It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status. EEO Know Your Rights (U.S.)