Senior Strategic Accounts Manager – Wealth

CFA Institute; Chicago (IL); On-site; USD 100,000 - 169,000; Full time

Benefits offered by this job

401k and pension

Health & welfare benefits

Paid time off

Discretionary bonus

Job summary

Northern Trust in Chicago seeks an experienced investment sales professional to partner with the Wealth Client Group and drive distribution of NTAM solutions through intermediary clients. Align with NTAM leadership and sales teams to create targeted tactical plans and to promote NTAM offerings with content and collateral.

The role requires building deep client relationships, identifying high-potential opportunities, and traveling 20–40% domestically.

Qualifications

• Minimum of 3 years of investment sales experience.
• Bachelor's degree required.
• NASD Series 7 and 66 are required; CFA designation preferred.

Responsibilities

• Partner with the Wealth Client Group to drive distribution of NTAM solutions.
• Align with NTAM leadership and sales teams to create tactical plans for investor segments.
• Promote the NTAM offering with product and marketing teams and develop content to drive opportunities.
• Design coverage models and resource plans to support sales efforts and measure success.
• Build deep relationships with intermediary and business partners to expand assets and opportunities.
• Travel domestically to client offices approximately 20–40% of the time.

Skills

Investment sales

Relationship building

Client coverage planning

Education

Bachelor's degree

Tools

NASD Series 7

NASD Series 66

CFA designation preferred

Job description

Northern Trust in Chicago seeks an experienced investment sales professional to partner with the Wealth Client Group and drive distribution of NTAM solutions through intermediary clients. Align with NTAM leadership and sales teams to create targeted tactical plans and to promote NTAM offerings with content and collateral.

The role requires building deep client relationships, identifying high-potential opportunities, and traveling 20–40% domestically.