Market Leader, Hybrid Wholesaler - Chicago or Miami

Responsibilities

• Partner with the Wealth Client Group of Northern Trust Asset Management (“NTAM”) for optimal top-down/bottom-up relationship management driving distribution of NTAM solutions through Northern Trust Wealth Management.
• Create targeted tactical plans for specific investor segments and clients to capture flows through a dynamic product-focused strategy.
• Possess in-depth knowledge of Alternatives, Direct Indexing, Custom Fixed Income SMAs & Active Equity SMAs.
• Identify and address offices and segments that have the highest probability of product adoption.
• Build deep relationships with all wealth investment and business partners in your territory to enhance relationship and drive opportunities to retain assets and grow where we can.
• Travel to Wealth Management offices in our East Region to discuss all above (50-75% travel).

Requirements

• 5+ years of sales experience in the investment management industry.
• Experience with in-depth knowledge and/or experience with Alternatives, Direct Indexing, Custom Fixed Income SMAs & Active Equity SMAs.
• Bachelor’s degree required. Completion of, or working toward an MBA, CFA or investment certification is preferred.
• FINRA licenses – 7 and 63 required.

Skills

• Ability to increase brand awareness and adoption.
• Successful experience working in a fast-paced, results-driven environment, with a proven ability to think analytically and creatively.
• Partnership: ability to collaborate and work well with others and motivate groups of people to work together in a committed way to achieve a common mission or goal.
• Judgment: showing wisdom in making decisions and acting with a view to what is most appropriate, reasonable, timely and realistic.
• Results orientation: rigorously holding one’s self and others accountable for achieving high levels of individual and organizational performance and is keenly focused on results.
• Candor: being straightforward and direct with others, but with respect.
• Learning agility: quickly absorbing new information and the significance of changes in dynamic situations.
• Skilled influencer: ability to gain buy-in at all levels.
• Understanding of the marketplace – Including capital markets, regulatory and legislative landscape.
• Self-motivated and drive, with the desire for a steep learning curve in a creative and entrepreneurial environment.
• Strong written and oral communication and presentation skills.
• A superior grasp of the investment landscape, capital markets and product differentiation across the spectrum of asset classes.
• Solid organization navigation skills, including experience operating within global management units.

Benefits

• Comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits.
• Discretionary bonus program that may include an equity component.

Pay

Salary Range: $99,600 - 169,200 USD

Schedule

50-75% travel