Market Associate (Internal Wholesaler)
Core
Sells ETF, Mutual Fund, and Multi Asset Class products to corporations, institutions, and affluent families globally.
Role type
Business development associate (internal wholesaler)
Builds
Revenue-generating sales of financial products and services
Domain
Wealth management / Asset Management
Deliverable
client delivery
Required skills
[Selling financial products], [Cross-selling services], [Client relationship management], [Prospecting and business planning], [Sales presentation preparation], [Territory and contact management], [Knowledge of investment products (fixed income, equities, cash, securities)], [Competitor analysis], [Regulatory compliance awareness]
Preferred skills
[Mentoring junior employees], [Facilitating decision-making], [Subject matter expertise]
Technologies
[Contact management database], [Sales presentation tools]
Responsibilities
[Sell ETF, Mutual Fund, and Multi Asset Class products], [Cross-sell Northern Trust products and services], [Identify new prospects and produce business plans], [Prepare sales presentations for clients], [Manage territorial responsibilities and client reporting], [Recommend new services to clients based on product knowledge]
Seniority
Individual Contributor, entry-to-mid level