Northern Trust

4 months ago

Senior Market Leader, External Wholesaler, Dallas

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

Job Summary

Senior Market Leader will drive NTAM's intermediary sales in a major domestic market center, expanding relationships with financial intermediaries, delivering presentations and consultations, and leading a regional team to meet sales targets across multiple channels in the Dallas area.

Location: Dallas

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Sr. Manager level

Key Responsibilities

•Represent NTAM as the Intermediary market presence in a major domestic market center and develop, cultivate and manage relationships to achieve and exceed sales targets.
•Grow the use of NTAM’s capabilities in a defined region across all major channels and deliver sales presentations, seminars, and consulting meetings with professional financial advisors.
•Identify implementation opportunities and marketing collateral needs to drive adoption and usage of NTAM’s capabilities.
•Report weekly activities, accomplishments, and opportunities through Salesforce CRM and interact with managerial leadership.
•Lead regional team, manage events/conference activity, coordinate budget, and maintain a diverse and healthy business across channels, products, geography and clients.

Travel: Extensive travel

Pay and Benefits

Salary: USD 130,530 - 221,920 annually

Equity and Bonus:Equity

Perks:Health InsuranceDentalVision401kPensionEquity

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 ETF, mutual fund, SMA, etc.
•Proven ability to sell in person, over the phone, and to develop strong client relationships
•Travel extensively on a consistent basis; reside in the major metro area/region

Experience:5+ yearsFinancial servicesAsset managementInvestment management

Education:Bachelor's

Skills:CommunicationPresentationRelationship-buildingTeamworkLeadership

Tech Stack:Salesforce

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: 3.9

Website LinkedIn

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Northern Trust

4 months ago

Senior Market Leader, External Wholesaler, Dallas

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

Job Summary

Location: Dallas

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Sr. Manager level

Key Responsibilities

•Represent NTAM as the Intermediary market presence in a major domestic market center and develop, cultivate and manage relationships to achieve and exceed sales targets.
•Grow the use of NTAM’s capabilities in a defined region across all major channels and deliver sales presentations, seminars, and consulting meetings with professional financial advisors.
•Identify implementation opportunities and marketing collateral needs to drive adoption and usage of NTAM’s capabilities.
•Report weekly activities, accomplishments, and opportunities through Salesforce CRM and interact with managerial leadership.
•Lead regional team, manage events/conference activity, coordinate budget, and maintain a diverse and healthy business across channels, products, geography and clients.

Travel: Extensive travel

Pay and Benefits

Salary: USD 130,530 - 221,920 annually

Equity and Bonus:Equity

Perks:Health InsuranceDentalVision401kPensionEquity

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 ETF, mutual fund, SMA, etc.
•Proven ability to sell in person, over the phone, and to develop strong client relationships
•Travel extensively on a consistent basis; reside in the major metro area/region

Experience:5+ yearsFinancial servicesAsset managementInvestment management

Education:Bachelor's

Skills:CommunicationPresentationRelationship-buildingTeamworkLeadership

Tech Stack:Salesforce

Company Brief

Northern Trust

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: 3.9

Website LinkedIn