Director of Client Development - Global Family Office
Core
Lead market development officer (sales representative) for Northern Trust's Global Family Office business focused on the Canadian family office, business owner and private investment office client community.
Role type
Senior sales and advisory director
Builds
New business opportunities across investments, asset administration, banking, technology and other advisory solutions for Canadian family offices and private investment offices
Domain
Wealth management / Family Office / Canadian Financial Services
Deliverable
client delivery
Required skills
Trust and investment management sales, relationship management, prospect identification and networking, end-to-end sales process leadership, financial profile analysis, regulatory compliance knowledge, cross-selling strategies
Preferred skills
Prior experience with Canadian family office prospects/clients, French-language fluency
Technologies
N/A
Responsibilities
Source and close new business opportunities across investments, asset administration, banking, technology and advisory solutions; Establish and maintain a productive referral source network including external advisors and internal partners; Lead the end-to-end sales process from identification to onboarding; Research prospects' comprehensive financial profiles and assess requisite product solutions; Represent Northern Trust's Global Family Office at relevant prospect and client of interest events; Collaborate with international teams and assist the Regional Managing Director with market strategy and competitor analysis
Seniority
Senior, hands-on IC with strategic market development responsibilities
