About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
Position Summary:
In this Market Leader, Hybrid Wholesaler role, you will either work out of our Chicago location (conveniently located downtown Chicago) or office in 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. Align with NTAM leadership and sales teams to:
- Create targeted tactical plans for specific investor segments and clients to capture flows through a dynamic product-focused strategy.
- Partner closely with product and marketing teams to create and execute plans to promote the NTAM offering. Identify appropriate content and collateral needed for consumption to ultimately drive new opportunities.
- Design coverage model and resource plan to support sales efforts with existing NTAM clients and prospects, including optimal coverage models and metrics in order to achieve high degrees of success.
- 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. As progress is made, this role will work closely with partners to introduce additional offerings and deepen client relationships across the firm.
- 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)
Experience:
- 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.
Competencies/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.
• Judgement: 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• Superior interpersonal skills – Including the ability to work effectively in various team settings and influence senior partners is critical.
• Understanding of the marketplace – Including capital markets, regulatory and legislative landscape
• Self-motived and drive, with the desire for a steep learning curve in a creative and entrepreneurial environment.
• Strong written and oral communication and presentation skills.
• Confident 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.
• Travel requirements include travel to Wealth Management offices domestically (50-75% travel).
Salary Range:
$99,600 - 169,200 USDSalary 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, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected].
We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
Skills Required
- 5+ years of sales experience in the investment management industry.
- In-depth knowledge and/or experience with Alternatives, Direct Indexing, Custom Fixed Income SMAs & Active Equity SMAs.
- Bachelor's degree.
- FINRA licenses - Series 7 and Series 63.
- Willingness and ability to travel domestically 50-75%.
- Completion of, or working toward an MBA, CFA or investment certification.
Northern Trust Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Northern Trust and has not been reviewed or approved by Northern Trust.
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Retirement Support — A 401(k) with company match alongside an employer‑funded defined‑benefit pension is highlighted in employer‑verified materials and filings, setting the retirement package apart from many private employers.
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Leave & Time Off Breadth — PTO is portrayed as solid overall, and two paid volunteer days per year are clearly documented across corporate materials.
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Parental & Family Support — Company sources and postings reference paid parental and caregiver leave and recent enhancements to parental benefits, indicating meaningful family support within the package.
Northern Trust Insights
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What We Do
As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families and institutions by remaining true to our enduring principles of service, expertise and integrity. A globally recognized Fortune 500 Company in continuous operation since 1889, we’ve built a legacy of empowering clients to reach their goals with confidence. Since our roots as a trust bank, we’ve grown to a global presence with more than 24,000 employees in more than 20 countries and across six core business units: Wealth Management Asset Management Asset Servicing Technology Corporate Functions Enterprise Operations Join a Team That’s Achieving Greater At Northern Trust, we refer to our employees as partners – with good reason. We understand that relationships are the key to our success. Here you’ll join a diverse and inclusive team of innovators with the drive to challenge the way things have always been done. Instead of choosing between a dynamic career and work-life balance, enjoy working with a team that supports your goals in the office and at home. We’ll help you get where you want to go without sacrificing what matters most to you. Delivering value and adhering to our enduring principles What are enduring principles? Since our founding, they have guided our strategy and success. Thanks to the dedication of our partners, Northern Trust continues to thrive by adhering to three enduring principles: service, expertise and integrity . What does this mean? Service Northern Trust has a relentless drive to provide exceptional service to our clients, our partners and our communities. We set new standards and go above and beyond in our commitment to delivering greater results. Expertise Expertise is at the core of who we are. We focus sharply on what we do well. From expanding our capabilities, to hiring talented professionals to developing innovative solutions, our expertise is why we continue to be a trusted advisor for generations of families and institutions. Integrity Operating with uncompromising ethics is central to Northern Trust’s heritage. As a result, our clients, partners and communities know they can rely on us. For more than 130 years, our integrity has been our guide – and that will never change.
Why Work With Us
At Northern Trust, we go further because we go together. We embrace flexibility, encourage balance, and prioritize inclusion at all levels, working together to keep you connected. We are committed to our employees—all 24,000 of them. Whether this is a first step or a bold new leap in your career, we’re here to help you move forward.
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