Intermediary, BDE

Northern Trust   •  

Chicago, IL

Industry: Finance & Insurance

  •  

5 - 7 years

Posted 62 days ago

This job is no longer available.

As a FlexShares Business Development Executive (BDE) you will provide asset management capabilities to financial intermediaries as investment recommendations to RIAs, Independents, BD's, and dually registered advisors. 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 within Northern Trust and with financial intermediaries.


PRIMARY DUTIES:


� Call on a subset of Registered Investment Advisors across several business models; Wealth Managers and Independent Advisers, and Broder/Dealers, in order to support and grow their business through the use of FlexShares ETFs in a defined region.

� 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 Flexshares ETFs

� Report weekly activities, accomplishments, and opportunities through the Sales force CRM as well as team and management interactions.

� 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

� Coordinate and manage all conference activity and speaking engagements within the region

� Work with Business Development Associate (BDA) and Associate Business Development Executive (ADBE) to maximize territory sales coverage.

REQUIRED EXPERIENCE/KNOWLEDGE:


� BA/BS degree required

� NASD Series 7 and 63 required

� MBA, CIMA, CFP or CFA certification helpful

� 5 years+ direct outside intermediary sales and territory management experience with an ETF, mutual fund, separate account, or hedge fund distributor � Proven ability to sell in person, over the phone, and developing 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 and written communication skills

� Exceptional sales presentation skills

� High energy, motivated individual, commitment to excellence � Ability to work in a team environment is critical

� Reside in the territory

� Clean U-4


For more than a century, Northern Trust has worked hard building our legacy of outstanding service, expertise and integrity. From a Chicago-based bank founded in 1889, we now have more than 20 international locations and 18,500 employees globally. We serve the world's most-sophisticated clients - from sovereign wealth funds and the wealthiest individuals and families, to the most-successful hedge funds and corporate brands.


We burnished our reputation as a global leader delivering innovative investment management, asset and fund administration, fiduciary and banking solutions enabled by sophisticated, leading technology. And through it all, we continually laid a solid, forward-looking foundation on which future generations can continue growing and achieving greater.


As of March 31,2019, Northern Trust Corporation had:


$10.9 trillion in assets under custody/administration

$8.2 trillion in assets under custody

$1.2 trillion in assets under management

$122 billion in banking assets