Full Job Description
1. Consults with clients to identify their goals, objectives and appetite for risk. This collaboration should result in providing solutions and strategies that are aimed towards accomplishing clients' goals
2. Work in a team environment to identify and develop specific clients and prospects that are compatible with Northern target profiles
3. Utilizes broad knowledge of the investment markets and terminology to inform and educate clients and partners around various strategies, particularly around concentrated positions
4. Collaborates and understands working with NTSI traders to ensure excellence in execution
5. Participates in team conversations to help develop and implement best in class investment strategies and solutions that will to maximize their sales efforts
6. Thorough documentation of client notes/interaction into Salesforce is a must to ensure all members of the advisory team are informed and kept up to date on client interaction
7. Monitors the market and information sources to make appropriate and timely strategy decisions to clients and partners
8. Fully participates in all ongoing training and meeting initiatives
9. Sets personal sales goals and business plan with manager based on experience and product knowledge
10. Providing the highest level of client service to clients is a top priority
11. Operates independently; has in-depth knowledge of business unit / function
12. As subject area expert, provides comprehensive, in-depth consulting and leadership to team and partners at a high technical level
13. Carries out activities that are large in scope, cross-functional and technically difficult.
14. Role is balanced between high level operational execution and development, and execution of strategic direction of business function activities
15. Conducts preliminary analysis
16. Responsible for direct interaction with different committees and/or management
17. Strategic in developing, implementing and administering programs within functional areas
'- Strong sales, communication, and group presentation skills.
- Individual must be goal driven and self-motivated
- Some travel may be required
Experience :- Minimum 5+ years of securities industry and sales experience.
- Must have broad based knowledge of all securities products, options expertise preferred.
- Required Securities license: Series 7, 66 (or 63/65)
- Professional designation preferred (CFP)
Salary Range:
$85,330 - 145,130 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.
