Position Summary:
In this Market Leader, Hybrid Wholesaler role, you will either work out of our Chicago location (conveniently located downtown Chicago) or office in Miami.
Responsibilities:
Partner with the Wealth Client Group of Northern Trust Asset Management (7NTAM8) for optimal top-down/bottom-up relationship management driving distribution of NTAM solutions through Northern Trust Wealth Management. Align with NTAM leadership and sales teams to:
- Create targeted tactical plans for specific investor segments and clients to capture flows through a dynamic product-focused strategy.
- Partner closely with product and marketing teams to create and execute plans to promote the NTAM offering. Identify appropriate content and collateral needed for consumption to ultimately drive new opportunities.
- Design coverage model and resource plan to support sales efforts with existing NTAM clients and prospects, including optimal coverage models and metrics in order to achieve high degrees of success.
- Possess in-depth knowledge of Alternatives, Direct Indexing, Custom Fixed Income SMAs & Active Equity SMAs.
- Identify and address offices and segments that have the highest probability of product adoption. As progress is made, this role will work closely with partners to introduce additional offerings and deepen client relationships across the firm.
- Build deep relationships with all wealth investment and business partners in your territory to
- Enhance relationship and drive opportunities to retain assets and grow where we can
- Travel to Wealth Management offices in our East Region to discuss all above (50-75% travel)
Experience:
- 5+ years of sales experience in the investment management industry.
- Experience with in-depth knowledge and/or experience with Alternatives, Direct Indexing, Custom Fixed Income SMAs & Active Equity SMAs.
- Bachelor6s degree required. Completion of, or working toward an MBA, CFA or investment certification is preferred.
- FINRA licenses 7 and 63 required.
Competencies/Skills:
3 Ability to increase brand awareness and adoption.
3 Successful experience working in a fast-paced, results-driven environment, with a proven ability to think analytically and creatively.
3 Partnership: ability to collaborate and work well with others and motivate groups of people to work together in a committed way to achieve a common mission or goal.
3 Judgement: showing wisdom in making decisions and acting with a view to what is most appropriate, reasonable, timely and realistic.
3 Results orientation: rigorously holding one6s self and others accountable for achieving high levels of individual and organizational performance and is keenly focused on results.
3 Candor: being straightforward and direct with others, but with respect.
3 Learning agility: quickly absorbing new information and the significance of changes in dynamic situations.
3 Skilled influencer: ability to gain buy-in at all levels3 Superior interpersonal skills 0 Including the ability to work effectively in various team settings and influence senior partners is critical.
3 Understanding of the marketplace 0 Including capital markets, regulatory and legislative landscape
3 Self-motived and drive, with the desire for a steep learning curve in a creative and entrepreneurial environment.
3 Strong written and oral communication and presentation skills.
3 Confident grasp of the investment landscape, capital markets and product differentiation across the spectrum of asset classes.
3 Solid organization navigation skills, including experience operating within global management units.
3 Travel requirements include travel to Wealth Management offices domestically (50-75% travel).
Salary Range:
$99,600 - 169,200 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.
