Senior Market Leader, External Wholesaler, Northern CA

Reposted 6 Days Ago
Be an Early Applicant
San Francisco, CA, USA
Hybrid
150K-269K Annually
Senior level
Artificial Intelligence • Cloud • Fintech • Information Technology • Analytics • Financial Services • Cybersecurity
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The Role
Sell ETF, mutual fund and multi-asset products to prospects and advisors, develop prioritized business plans, deliver customized presentations, act as regional product expert, maintain competitive and regulatory knowledge, collaborate with internal partners to recommend solutions, and execute strategic, cross-functional initiatives to generate fee revenue.
Summary Generated by Built In

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.

Major Duties: In this Senior Market Leader role, responsibilities include:

1. Sells ETF, Mutual Fund and Multi Asset Class products and services to suitable prospects producing fee revenue for the bank
2. Identifies new prospects by researching potential needs and prioritizing and producing a business plan
3. Acts as the technical expert and regional lead on the bank's products and services and the outside marketplace
4. Makes customized sales presentations to large and complex clients utilizing knowledge of our products and services
5. Utilizes knowledge of bank's investment, trust, custody and securities products and services to work with other internal partners and recommend new services or products to clients where possible
6. Maintains on-going relationships with advisors, making them aware of the bank's products and services
7. Maintains knowledge of our products and services by initiating frequent contact with other financial institutions, partners and keeping abreast of laws and regulations affecting the industry
8. Maintains knowledge of competitors and their products and services
9. Seasoned multi-disciplinary expert with extensive technical and / or business knowledge and functional expertise
10. Focus of role is on execution of strategic direction of business function activities
11. Carries out complex initiatives involving multiple disciplines and/or ambiguous issues
12. Displays a balanced, cross-functional perspective, liaising with the business to improve efficiency, effectiveness and productivity
Knowledge :Knowledge of investment management areas across all products and segments such as fixed income, active and passive equities, cash, securities and international together with other Northern products and services, usually acquired through related work experience, is required to respond to client's needs
Ability to communicate and sell Northern products and services to generate revenue for the bank
Knowledge of securities and pension industry products and services in order to compete with other financial institutions
Negotiation skills are necessary to respond to fee proposals
Leadership and organizational skills are required to determine the Business Unit's goals, resources needed, and to assess and develop the skills of staff
Experience :A College or University degree and/or relevant proven work experience is required /preferred. 10-15 years of investment sales experience. NASD Series 7 and 66 (or 63 & 65) are required

Salary Range:

$150,000 to $268,640

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, 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

  • College or University degree or relevant proven work experience
  • 10-15 years of investment sales experience
  • NASD Series 7 and 66 (or 63 & 65)
  • Knowledge of investment management across fixed income, equities, cash, securities and international products
  • Ability to communicate and sell Northern Trust products and services to generate revenue
  • Negotiation skills to respond to fee proposals
  • Leadership and organizational skills to set goals, allocate resources, and develop staff

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.

  • 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.
  • Leave & Time Off Breadth PTO is portrayed as solid overall, and two paid volunteer days per year are clearly documented across corporate materials.
  • 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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The Company
HQ: Chicago, IL
24,000 Employees
Year Founded: 1889

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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