New Business Specialist

Northern Trust
Chicago
Workplace: OnsiteFull timeUSD 95,600 - 162,400 annuallyFunction: SalesEducation: bachelorsSkills: ["Communication","Flexibility","Adaptability"]

Facilitate new sales opportunities by researching, profiling, and positioning prospective clients, then determining appropriate placement on the servicing team. Support or take ownership of opportunities from internal and external referrals, follow up to arrange meetings, and help orchestrate RFP responses and fee proposals. Cross-sell and expand existing relationships as needed, while maintaining in-depth knowledge of wealth management and related banking and corporate/institutional services.

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FursaFursa
Northern Trust
Northern Trust
3 days ago

New Business Specialist

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 1 hour agoStatus: Live
Reposted: similar role first listed 3 months ago

Job Summary

Facilitate new sales opportunities by researching, profiling, and positioning prospective clients, then determining appropriate placement on the servicing team. Support or take ownership of opportunities from internal and external referrals, follow up to arrange meetings, and help orchestrate RFP responses and fee proposals. Cross-sell and expand existing relationships as needed, while maintaining in-depth knowledge of wealth management and related banking and corporate/institutional services.
Location: Chicago
Workplace: Onsite
Employment Type: Full time
Job Function: Sales

Key Responsibilities

  • •Support or take ownership of prospective client opportunities from internal and external referral sources.
  • •Profile prospects, position Northern Trust capabilities, and determine appropriate placement on the servicing team.
  • •Follow up with prospective clients and advisors to arrange meetings; present bank product materials.
  • •Orchestrate RFP responses, develop fee proposals, and consult bank partners for product/service information when needed.
  • •Conduct additional prospect analysis, assist relationship managers with opportunity expansion, and initiate requests for banking services as appropriate.

Pay and Benefits

Salary: USD 95,600 - 162,400 annually
Perks:401kPensionHealth InsuranceDentalVisionPaid LeaveParental LeaveLife InsuranceDisability

Key Requirements

  • •Excellent verbal and written communication skills.
  • •In-depth functional/industry knowledge across wealth management services and related solutions.
  • •Highly flexible and adaptable to change.
  • •Technical skills/systems knowledge, including MS Office and Workday.
  • •A college or university degree and/or relevant proven work experience (preferred).
Experience:Wealth managementAsset managementBanking
Education:Bachelor's
Skills:CommunicationFlexibilityAdaptability
Tech Stack:MS OfficeWorkday

Eligibility

Visa:H-1BL-1TNO-1E-3H-1B1F-1J-1OPTCPT
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
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Glassdoor: 3.9
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