Northern Trust

4 months ago

Senior Market Leader, External Wholesaler, Northern CA

✓ 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 leads external wholesale sales of ETF, mutual funds and multi-asset products, managing strategic client relationships and coordinating cross-functional teams to generate revenue. The role acts as a technical product expert, develops business plans, and presents solutions to large complex clients while staying current on investment products, regulations, and competitors.

Location: San Francisco

Workplace: Remote

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Sr. Manager level

Key Responsibilities

•Sells ETF, Mutual Fund and Multi Asset Class products to suitable prospects, generating fee revenue
•Identifies new prospects by researching needs and creating a business plan
•Acts as the technical expert and regional lead on bank products and the outside marketplace
•Delivers customized sales presentations to large, complex clients leveraging product knowledge
•Maintains relationships with advisors and keeps them informed of bank products and services

Pay and Benefits

Salary: USD 150,000 - 268,640 annually

Perks:Health InsuranceDentalVision401kPensionParental LeaveLife InsuranceDisability

Key Requirements

•10-15 years of investment sales experience; NASD Series 7 and 66 (or 63 & 65) are required
•A college or university degree and/or relevant proven work experience
•Knowledge of investment management across fixed income, equities, cash, and international products
•Ability to communicate and sell Northern products and services to generate revenue
•Negotiation skills to respond to fee proposals

Experience:10-15 yearsFinanceCapital marketsInvestment managementWealth management

Education:Bachelor's

Skills:CommunicationNegotiationLeadershipRelationship-building

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, Northern CA

✓ 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: San Francisco

Workplace: Remote

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Sr. Manager level

Key Responsibilities

•Sells ETF, Mutual Fund and Multi Asset Class products to suitable prospects, generating fee revenue
•Identifies new prospects by researching needs and creating a business plan
•Acts as the technical expert and regional lead on bank products and the outside marketplace
•Delivers customized sales presentations to large, complex clients leveraging product knowledge
•Maintains relationships with advisors and keeps them informed of bank products and services

Pay and Benefits

Salary: USD 150,000 - 268,640 annually

Perks:Health InsuranceDentalVision401kPensionParental LeaveLife InsuranceDisability

Key Requirements

•10-15 years of investment sales experience; NASD Series 7 and 66 (or 63 & 65) are required
•A college or university degree and/or relevant proven work experience
•Knowledge of investment management across fixed income, equities, cash, and international products
•Ability to communicate and sell Northern products and services to generate revenue
•Negotiation skills to respond to fee proposals

Experience:10-15 yearsFinanceCapital marketsInvestment managementWealth management

Education:Bachelor's

Skills:CommunicationNegotiationLeadershipRelationship-building

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