Description

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.

Job Title:Senior Sales Associate - GFO

Job Profile Summary:

Assist Wealth Strategists with all aspects of the sales process relating to identification of potential prospects, executing deliverables to engaged prospects, and any other project work that is relevant to the strategic growth goals of the Global Family Office (GFO) practice.

Primary duties will include assisting Wealth Strategists with seeking prospects combined with active calling efforts; researching and uncovering potential prospects; preparing materials for client meetings and new business presentations; coordination of sales activities around seminars, COI cultivation, community and bank sponsored events; responsible for reviewing new business documentation prepared by sales associates; model pricing on new opportunities; and ensures that the sales process is managed in a timely manner.

Obtain strong understanding and knowledge on asset servicing, investment management, fiduciary and other matters.

Major Duties:

1. Researches prospects through online sources, including WealthX, FINTRX, and other platforms to identify connectivity and biographical information

2. Prepare deliverables (marketing updates, slide decks, etc.) for prospect, COI or client meetings and presentations.

3. Ensures that pipeline is kept up to date and effectively captures all new business opportunities

4. Makes necessary arrangements for prospect, COI or client meetings involving travel, audio-visual aides, seminar/lunch/dinner reservations, meetings, seminars, etc.

5. Reviews and organizes all asset/family information and trust documents to assess the bank's appointment status, and any discrepancies between documents. Reviews all correspondence and accompanying documentation from prospects and attorneys to assimilate all possible information about new business opportunity.

6. Works with Wealth Strategists to maintain active prospect files and reminders to initiate calls for making forward progress.

7. Communicates with partner areas on all aspects of a prospect/client relationship and initiates activity which fulfills a partner's or client's needs.

8. Responds to individual prospects/clients' inquiries and respond through written correspondence or via telephone.

9. Develop in-depth knowledge of a full range of trust-oriented services (e.g. personal trusts, living trusts, wills, investment management, security custody, financial consulting, estate and tax planning). Attend meetings and classes to keep abreast of personal financial planning products and services.

10. Assist in special projects as requested by GFO executive team and sales leadership. These may require additional research, engagement of other parts of the organization, and coordination of resources across Northern Trust

Knowledge:

• Basic knowledge of asset servicing, personal financial planning, trust and investment products and services are required to perform primary duties.
• Knowledge of the bank computer applications (Outlook, Salesforce, Microsoft Office Suite) is required to generate sales reports and databases.
• Organizational and personal computer skills are necessary to prepare materials for prospect and COI meetings and presentations.
• Knowledge of the duties performed within the various departments and divisions of the bank acquired through work experience is required to direct inquiries and requests for client-related information.
• Analytical, organizational and sales skills are required to proactively manage the sales process. Interactive skills are required to understand prospect needs and respond with the appropriate solutions.

Experience:

• Undergraduate Degree or equivalent experience
• Strong computer skills, Salesforce experience preferred
• 2-5 years of financial services sales or relationship management experience

Salary Range:
$74,200 - 126,200 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, 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 MyHRHelp@ntrs.com .

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.