Divisional Sales Manager, Intermediary

Northern Trust
Chicago, Los Angeles, New York
Workplace: OnsiteFull timeFunction: SalesExperience: 10+ yearsEducation: bachelorsSkills: ["Leadership","Recruiting","Training","Sales presentation","Teamwork"]

Lead the Intermediary sales effort for the Wealth Client Group by supervising and developing Senior Market Leaders within your division. Set activity standards, monitor call activity, and partner with WCG leadership and the National Sales Manager to implement distribution strategy. Drive training, recruiting, performance reviews, and disciplinary actions to exceed sales goals. Use business intelligence and sales analytics—via Salesforce.com CRM and AI capabilities—to improve processes and support adoption of NTAM capabilities.

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FursaFursa
Northern Trust
Northern Trust
1 month ago

Divisional Sales Manager, Intermediary

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Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live

Job Summary

Lead the Intermediary sales effort for the Wealth Client Group by supervising and developing Senior Market Leaders within your division. Set activity standards, monitor call activity, and partner with WCG leadership and the National Sales Manager to implement distribution strategy. Drive training, recruiting, performance reviews, and disciplinary actions to exceed sales goals. Use business intelligence and sales analytics—via Salesforce.com CRM and AI capabilities—to improve processes and support adoption of NTAM capabilities.
Location: Chicago, Los Angeles, New York
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Manager level

Key Responsibilities

  • •Supervise members of the sales team to ensure appropriate levels of knowledge, service, and activity.
  • •Set expectations and implement activity standards, monitoring inbound, outbound, and campaign-focused call activity.
  • •Partner with National Sales Manager and WCG Leadership to design and implement distribution strategy.
  • •Spearhead training, recruiting, performance reviews, and career development processes to meet and exceed sales goals.
  • •Use business intelligence, sales analytics, and new technologies (including AI capabilities and CRM systems) to continuously improve sales effectiveness.
Travel: Medium travel

Pay and Benefits

Perks:Health InsuranceDentalVision401kPensionPaid LeaveParental LeaveLife Insurance

Key Requirements

  • •BA/BS degree required.
  • •NASD Series 7, 24, 63 and 65 required.
  • •10+ years of intermediary experience with an established ETF, mutual fund, SMA, etc. distributor.
  • •3+ years of management experience, preferably with an established ETF, mutual fund, SMA, etc. distributor.
  • •Clean U-4.
Experience:10+ yearsIntermediaryETFMutual fundsSMA
Education:Bachelor's
Skills:LeadershipRecruitingTrainingSales presentationTeamwork
Certifications:NASD Series 7NASD Series 24NASD Series 63NASD Series 65MBACIMACFPCFA
Tech Stack:Salesforce.comCRMTelephone systemAI

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Northern Trust
Global financial services firm providing wealth management, asset servicing, asset management, and banking solutions to institutions, corporations, and affluent individuals, with a focus on custody, investment management, and technology-driven services.
Industry: Asset Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Chicago, United States
Founded: 1889
Glassdoor
Glassdoor: 3.9
WebsiteLinkedIn