Senior Market Leader, External Wholesaler, Northern CA

Northern Trust
San Francisco
Workplace: RemoteFull timeUSD 150,000 - 268,640 annuallyFunction: Administration & Executive AssistanceExperience: 10-15 yearsSkills: ["Communication","Negotiation","Leadership","Organizational skills"]

Drive fee revenue by selling ETF, mutual fund, and multi-asset class products to qualified prospects. Research market needs, develop business plans, and serve as technical expert and regional lead for Northern Trust products and the outside marketplace. Create customized sales presentations for complex client relationships, collaborate with internal partners to recommend services, and maintain advisor and competitor knowledge while staying current on industry laws and regulations.

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FursaFursa
Northern Trust
Northern Trust
5 months ago

Senior Market Leader, External Wholesaler, Northern CA

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Drive fee revenue by selling ETF, mutual fund, and multi-asset class products to qualified prospects. Research market needs, develop business plans, and serve as technical expert and regional lead for Northern Trust products and the outside marketplace. Create customized sales presentations for complex client relationships, collaborate with internal partners to recommend services, and maintain advisor and competitor knowledge while staying current on industry laws and regulations.
Location: San Francisco
Workplace: Remote
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Manager level

Key Responsibilities

  • •Sell ETF, mutual fund, and multi-asset class products and services to suitable prospects to produce fee revenue.
  • •Research potential needs, identify new prospects, and develop and prioritize business plans.
  • •Act as technical expert and regional lead for the bank’s products and services within the outside marketplace.
  • •Create customized sales presentations for large and complex clients.
  • •Maintain advisor relationships and knowledge of products, competitors, and relevant laws and regulations; recommend new services or products where possible.

Pay and Benefits

Salary: USD 150,000 - 268,640 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVision401kPensionPaid Leave

Key Requirements

  • •10–15 years of investment sales experience.
  • •Knowledge of investment management across fixed income, active/passive equities, cash, securities, and international products to address client needs.
  • •Knowledge of securities and pension industry products to compete effectively.
  • •NASD Series 7 and 66 (or 63 & 65) required.
  • •Ability to communicate and sell Northern Trust products/services and apply negotiation skills to fee proposals.
Experience:10-15 yearsInvestment managementFinancial servicesSecuritiesWealth management
Skills:CommunicationNegotiationLeadershipOrganizational skills
Licenses:NASD Series 7NASD Series 66NASD Series 63NASD Series 65

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