Senior Market Leader, External Wholesaler, Mid-Atlantic/Washington DC

Northern Trust
United States
Workplace: OnsiteFull timeUSD 130,530 - 221,920Function: Administration & Executive AssistanceEducation: bachelorsSkills: ["Sales presentation skills","Verbal communication","Written communication","Relationship building","Collaboration"]

Serve as the intermediary market presence for the region, representing NTAM to firms such as RIAs, wirehouses, and broker/dealers. Build and manage relationships across major channels to achieve sales targets, grow adoption of NTAM capabilities, and deliver seminars, sales presentations, and consulting meetings. Identify implementation and marketing needs, coordinate regional events, track weekly activity in Salesforce CRM, and lead the regional team while managing budget and resources.

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FursaFursa
Northern Trust
Northern Trust
5 months ago

Senior Market Leader, External Wholesaler, Mid-Atlantic/Washington DC

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Last checked: 7 hours agoStatus: Live

Job Summary

Serve as the intermediary market presence for the region, representing NTAM to firms such as RIAs, wirehouses, and broker/dealers. Build and manage relationships across major channels to achieve sales targets, grow adoption of NTAM capabilities, and deliver seminars, sales presentations, and consulting meetings. Identify implementation and marketing needs, coordinate regional events, track weekly activity in Salesforce CRM, and lead the regional team while managing budget and resources.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Manager level

Key Responsibilities

  • •Represent NTAM as the intermediary market presence in a major domestic market center.
  • •Develop, cultivate, and manage relationships to achieve and exceed sales targets.
  • •Grow adoption of NTAM capabilities across major channels in the defined region.
  • •Deliver sales presentations, seminars, and consulting meetings with professional financial advisors and centers of influence.
  • •Coordinate regional events and conference activity, manage budget/resources, report weekly CRM activity, and lead the regional team.
Travel: Extensive travel

Pay and Benefits

Salary: USD 130,530 - 221,920
Perks:Health InsuranceDentalVision401kPensionPaid LeaveParental LeaveLife Insurance

Key Requirements

  • •BA/BS degree required.
  • •NASD Series 7, 63 and 65 required.
  • •5+ years of external intermediary sales and territory management experience with an established distributor of ETFs, mutual funds, SMAs, etc.
  • •Bring established client relationships within the market center.
  • •Clean U-4 and ability to reside in the major metro area/region.
Experience:Asset managementETFsMutual fundsSMAsTerritory managementFinancial intermediaries
Education:Bachelor's
Skills:Sales presentation skillsVerbal communicationWritten communicationRelationship buildingCollaboration
Licenses:NASD Series 7NASD Series 63NASD Series 65
Certifications:CIMACFPCFA
Tech Stack:Salesforce.comCRM

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
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Glassdoor: 3.9
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