Senior Market Leader, External Wholesaler, Mid-Atlantic/Washington DC
Core
Represent Northern Trust Asset Management as the Intermediary market presence in a major domestic market center, developing and managing relationships with financial intermediaries to sell ETFs, mutual funds, SMAs, and other investment solutions.
Role type
Senior Market Leader (External Wholesaler)
Builds
Sales of NTAM capabilities (FlexShares ETFs, Northern Funds, Direct Indexing, etc.) to RIAs, Wirehouses, and Broker/Dealers
Domain
Financial Services / Asset Management / Wealth Management
Deliverable
product features
Required skills
External intermediary sales, territory management, client relationship development, sales presentations, competitive analytics, travel management, budget management, team leadership
Preferred skills
MBA, CIMA, CFP, CFA certification, established client relationships within the market center
Technologies
Salesforce.com CRM
Responsibilities
Develop and cultivate new and existing relationships with financial intermediaries; Deliver sales presentations and consulting meetings; Identify implementation opportunities and marketing needs; Report weekly activities via CRM; Coordinate regional events and conferences; Lead regional team members; Manage budget for the Intermediary Channel.
Seniority
Senior, hands-on IC with team leadership