Strategic Wealth Accounts Relationship Manager

056 Northern Trust Investments Inc; Chicago (IL); Vor Ort; USD 100.000 - 169.000; Vollzeit

Benefits dieser Stelle

Comprehensive benefits

Discretionary bonus program

Zusammenfassung

Northern Trust is seeking a senior investment sales professional to partner with the Wealth Client Group of NTAM and drive distribution to intermediary clients. You will align with leadership and sales teams to create tactical plans, collaborate with product and marketing to promote NTAM offerings, and design coverage models to maximize client opportunities.

The role requires a minimum of 3 years in investment sales, a bachelor’s degree, and Series 7/66 licenses. CFA is preferred.

Qualifikationen

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

Aufgaben

• Partner with the Wealth Client Group of NTAM to drive distribution and plan client coverage.
• Identify clients with high product adoption potential and deepen relationships across the firm.
• Build relationships with intermediary partners to retain assets and grow assets under management.
• Travel domestically to client offices 20–40%.

Kenntnisse

Investment sales

Relationship management

Client communication

Travel readiness

Ausbildung

Bachelor's degree

Series 7/66 license

CFA designation preferred

Tools

NASD Series 7/66

Jobbeschreibung

Northern Trust is seeking a senior investment sales professional to partner with the Wealth Client Group of NTAM and drive distribution to intermediary clients. You will align with leadership and sales teams to create tactical plans, collaborate with product and marketing to promote NTAM offerings, and design coverage models to maximize client opportunities.

The role requires a minimum of 3 years in investment sales, a bachelor’s degree, and Series 7/66 licenses. CFA is preferred.