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.
Major Duties:
- Position and commercialize opportunities with Alternative Investments, ETF, Mutual Fund and Multi Asset Class products and services to suitable prospects producing fee revenue for the bank
- Identifies new prospects by researching potential needs and prioritizing and producing a business plan
- Acts as the technical expert and lead on major national accounts regarding the bank's products and services and the outside marketplace
- Makes customized sales presentations to large and complex clients utilizing knowledge of our products and services
- Utilizes knowledge of bank's investment, trust, custody and securities products and services to work with other internal partners and recommend new services or products to clients where possible
- Maintains on-going relationships with advisors, making them aware of the bank's products and services.
- Maintains knowledge of our products and services by initiating frequent contact with other financial institutions, partners and keeping abreast of laws and regulations affecting the industry
- Maintains knowledge of competitors and their products and services
- Seasoned multi-disciplinary expert with extensive technical and / or business knowledge and functional expertise
- Focus of role is on execution of strategic direction of business function activities
- Carries out complex initiatives involving multiple disciplines and/or ambiguous issues
- Displays a balanced, cross-functional perspective, liaising with the business to improve efficiency, effectiveness and productivity
Knowledge:
- Knowledge of investment management areas across all products and segments such as fixed income, active and passive equities, cash, securities and international together with other Northern products and services, usually acquired through related work experience, is required to respond to client's needs
- Knowledge of national footprint across all channels including, but not limited to: Custodians, wirehouses, independent broker/dealers, regional broker/dealers, etc.
- Ability to communicate and sell Northern products and services to generate revenue for the bank
- Knowledge of securities and pension industry products and services in order to compete with other financial institutions. Negotiation skills are necessary to respond to fee proposals
- Leadership and organizational skills are required to determine the Business Unit's goals, resources needed, and to assess and develop the skills of staff
Experience:
- College or University degree and/or relevant proven work experience is required / preferred.
- At least 10 years of investment sales experience required
- NASD Series 7 and 66 (or 63 & 65) are required.
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...
Equal Opportunity Employer - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity
