at Northern Trust Company in Chicago, Illinois, United States
Job Description
About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
Northern Trust Asset Management's distribution strategy is evolving, our Wealth Client Group is growing - and we're looking for individuals interested in growing with us. We are seeking passionate and results-driven individuals to play a critical role in deepening relationship management and product adoption through targeted sales and marketing strategies. This proactive, energetic team member should value collaboration and think both strategically and tactically. If you are a critical-thinker who enjoys being part of a team driving new initiatives that help grow NTAM wallet share and strengthen the relationship across the organization
The National Sales Manager - Wealth will be responsible for overseeing the sales team, setting sales goals, developing sales strategies, analyzing sales data, managing budgets, maintaining relationships and ensuring sales targets are met to exceed on a national scale. Specific responsibilities will include:
- Leading a team of sales professionals to meet net sales goals; traveling regularly with sales for appropriate coaching, development and oversight.
- Senior BDE responsibility for Central Region
- Building an appropriate compensation plan that includes both quantitative and qualitative criteria that is aligned with the goals of WCG.
- Cultivating and maintaining key relationships with Wealth Leadership.
- Conducting regular business reviews with Regional Management teams to advance relationships and obtain timely feedback for improvement.
- Maintaining close relationship with Northern Trust Wealth Investment Practice.
- Collaborating with internal teams including data reporting, product and marketing to tailor offerings to the needs of Wealth and Wealth Sales teams.
- Managing and leading national campaigns/roadshows that highlight and introduce key products and portfolios - representing NTAM as senior leader to kick off and drive strategic messaging.
- Monitoring and analyzing key performance indicators and sales performance metrics to track progress.
- Identifying risks in the business across solutions, competition and partnership.
- Providing regular reporting to senior leadership on sales and activity.
- Ensure compliance with Wealth and NTAMs policies and procedures.
Qualifications:
- Location Chicago
- 10+ years of financial services sales and/or leadership experience.
- Series 7,24 required.
- Extensive industry experience with Private Wealth competition and knowledge of working with UHNW teams.
- Prefer advanced degree or designations such as CFA, CAIA, CIMA, CFP, CPA.
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we...
Equal Opportunity Employer - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity
