Market Associate (Internal Wholesaler)
Core
Sells ETFs, Mutual Funds, SMA, Direct Indexing, Alternatives, and Multi Asset Class products to prospective clients and manages territorial responsibilities.
Role type
Senior IC sales associate (internal wholesaler)
Builds
Revenue-generating sales of investment products and services
Domain
Wealth management / Asset servicing
Required skills
Securities sales, client relationship management, prospect research, business plan development, sales presentation creation, territory management, regulatory compliance knowledge, competitor analysis, product knowledge (fixed income, equities, cash, securities, international)
Preferred skills
Mentorship of junior employees, operational supervision, committee interaction
Technologies
Contact management database, client reporting tools
Responsibilities
Sell financial products to prospective clients, cross-sell Northern Trust services, identify new prospects via research, prepare sales presentations, manage territorial responsibilities and client databases, handle high-volume inbound sales requests, maintain knowledge of laws and regulations, analyze competitor products, ensure area profitability against plan, mentor junior employees, facilitate discussions and reach decisions