Wealth Intermediary Sales Division Leader

056 Northern Trust Investments Inc; Chicago (IL); Sur place; USD 150 000 - 230 000; Plein temps

Avantages offerts par ce poste

Retirement benefits (401k and pension)

Health and welfare benefits

Paid time off

Parental leave

Life & accident insurance

Well-being benefits

Résumé du poste

Northern Trust is seeking a Divisional Sales Manager (Intermediary) for the Wealth Client Group in Chicago. Lead Senior Market Leaders, oversee regional sales, and drive net revenue growth through strategic direction and strong team leadership.

You will supervise SMLs, coordinate with WCG leadership, and deploy analytics and new technologies to improve performance. This role requires extensive travel and quarterly HQ presence in Chicago.

Qualifications

• BA/BS degree required.
• NASD Series 7, 24, 63 and 65 required.
• MBA, CIMA, CFP and/or CFA certification preferred.
• 10+ years of intermediary experience with an established ETF, mutual fund, SMA, etc. distributor.
• 3+ years of management experience, preferably with an established ETF, mutual fund, SMA, etc. distributor.
• Proven understanding and implementation of competitive analytics and analysis and a high adoption rate to new technologies.
• Exceptional verbal, written and sales presentation skills.
• High energy, motivated individual, commitment to excellence.
• Ability to work in a team environment is critical.
• Be present in Chicago HQ office on at least a quarterly basis (week at a time).

Responsabilités

• Supervise members of the sales team assuring knowledge, service and activity.
• Set expectations, monitor call activity and campaign-focused calls.
• Partner with National Sales Manager to design distribution strategy.
• Lead training to develop selling skills and effectiveness.
• Deploy business intelligence, sales analytics and new technologies (AI, CRM, phone) to improve outcomes.
• Coordinate with internal wholesalers to reach goals.
• Organize recruitment for division with National Sales Manager and Recruiting team.
• Attend industry events to engage clients and prospects.
• Identify opportunities and marketing needs to drive adoption of NTAM capabilities.
• Report weekly activities and opportunities via Salesforce CRM.
• Be a team player aligning with leadership and budgets.
• Travel to coach SMLs at least twice yearly (four times ideal).

Connaissances

Supervision of sales teams

Recruitment

Training and development

Sales leadership

Business analytics

AI capabilities

CRM systems

Communication skills

Team collaboration

Travel coordination

Formation

BA/BS degree

MBA or CFA/CFI/CFAs preferred

NASD licensing (7/24/63/65)

Outils

Salesforce.com

CRM systems

Telephone system

MS Office

Description du poste

Northern Trust is seeking a Divisional Sales Manager (Intermediary) for the Wealth Client Group in Chicago. Lead Senior Market Leaders, oversee regional sales, and drive net revenue growth through strategic direction and strong team leadership.

You will supervise SMLs, coordinate with WCG leadership, and deploy analytics and new technologies to improve performance. This role requires extensive travel and quarterly HQ presence in Chicago.