Senior Market Leader, External Wholesaler, Dallas
About the role
Northern Trust, a Fortune 500 company founded in 1889, is a global financial institution known for its innovative financial services and integrity. The position involves representing Northern Trust Asset Management's (NTAM) capabilities to financial intermediaries, including RIAs, Wirehouses, Independent Broker/Dealers, Regional Broker/Dealers, and others. This includes promoting FlexShares ETFs, Northern Multi Asset Class Solutions, Northern Funds, Northern SMAs, Direct Indexing, and Northern Alternatives (50 South Capital).
Primary Duties
- Represent Northern Trust as the Intermediary market presence in a major domestic market center.
- Develop, cultivate, and manage relationships – both existing and new – to achieve and exceed sales targets.
- Grow the use of NTAM’s capabilities in a defined region, across all major channels.
- Deliver sales presentations, seminars, and consulting meetings with professional financial advisors and appropriate centers of influence for National and Regional advisory firms and platforms.
- Identify implementation opportunities and marketing/collateral needs that will help drive adoption and usage of NTAM’s capabilities.
- Report weekly activities, accomplishments, and opportunities through the Salesforce.com CRM, and interact consistently with managerial leadership.
- Manage budget to maximize time and resources within the Intermediary Channel.
- Cook up and manage all events and conference activity within the region.
- Lead regional team, including Market Leader and/or Market Associate.
- Maintain a diverse and healthy business in regards, but not limited to: channels, products, geography, and clients.
Required Experience/Knowledge
- Bachelor’s Degree required.
- NASD Series 7, 63, and 65 required.
- MBA, CIMA, CFP, or CFA certification preferred.
- 5+ years of external intermediary sales and territory management experience with an established distributor of ETF, mutual fund, SMA, etc.
- Bring established client relationships within the market center.
- Proven ability to sell in person, over the phone, and to develop strong client relationships.
- Proven understanding and implementation of competitive analytics and analysis with a high adoption rate to new technologies.
- Ability to develop relationships with professional financial advisors and deliver ideas and information that will generate sales and assets.
- Exceptional verbal, written, and sales presentation skills.
- High energy, motivated individual, commitment to excellence.
- Ability to work in a team environment is critical.
Qualifications
- Reside in the major metro area / region.
Benefits
At Northern Trust, we offer 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, and other voluntary and well-being benefits. Additionally, we provide a discretionary bonus program that may include an equity component.
Pay
Clean U-4 Salary Range: $130,530 - 221,920 USD
Schedule
Not specified
Skills
Not specified
Benefits
Not specified
Schedule
Not specified