New Business Specialist

The Role

The Key Responsibilities Of The Role Include:

• Supports or takes ownership of prospective client opportunities from internal and external referral sources.
• Profiles prospect fully, positions Northern Trust’s capabilities and determines appropriate placement on servicing team based on guidelines and knowledge of prospect.
• Follows up with prospective clients and their advisors to arrange meetings.
• Presents bank product materials to prospective client or designated liaison (e.g. attorney, CPA, etc.).
• Responds to questions, orchestrates RFP responses, develops fee proposals and consults bank partners for additional product/service information when necessary.
• Counsels on additional prospect analysis to further determine services.
• Initiates and follows through on any request for loan, checking or savings account services by contacting banking and operations areas as appropriate.
• Affords assistance to existing Relationship Managers with existing client opportunity expansion as needed.
• Cross-sells relationship improvement opportunities to existing clients by providing pertinent client update information to partners within appropriate areas of the bank.
• Operates independently; has in-depth knowledge of business unit / function.
• Carries out activities that are large in scope, cross-functional and technically difficult.
• Responsible for direct interaction with different committees and/or management.
• Strategic in developing, implementing and administering programs within functional areas.
• Utilizes tools and other resources to source new opportunities and research the competitive market landscape.
• Affords assistance in other key initiatives around partner development, advisor development and internal reporting/presentation.

Qualifications

• Excellent oral and written communication skills are required.
• In-depth Functional / Industry Knowledge is required.
• Highly flexible and adaptable to change.
• Technical skills / systems knowledge (e.g. Peoplesoft) is required.
• A College or University degree and/or relevant proven work experience is required / preferred.
• Related Industry qualification (e.g. ACCA) is required / preferred.

Benefits

Salary Range: $109,940 - 186,760 USD
Salary range is a good faith estimate of base pay.
Northern Trust provides a 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
- Other voluntary and well-being benefits.
- Discretionary bonus program that may include an equity component.

About Northern Trust

Northern Trust (Nasdaq: NTRS) is a global leader in innovative wealth management, asset servicing, asset management, and banking services. Founded in 1889, Northern Trust is committed to guiding the world's most successful individuals, families, corporations, and institutions. Our guiding Principles That Endure are Service, Expertise, and Integrity, which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide. With over 24,000 partners and more than 135 years of financial experience, we serve the world's most sophisticated clients using leading technology and exceptional service. The Work Environment is an in-office position located at 660 Newport Center Drive, Newport Beach, CA 92660. Work Authorization: Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust does not sponsor applicants for U.S. work visas (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com, or alternatively you can discuss your individual requirements with the recruiter you are working with.