National Director of Sales – NT OCIO+, Wealth Management
Core
Develop, implement, and oversee the national sales strategy for the institutional OCIO practice, driving new client acquisition across foundation, endowment, retirement, healthcare, association, and educational segments.
Role type
Senior Director of Sales (Institutional OCIO)
Builds
New business pipeline and revenue growth for Northern Trust's OCIO+ practice
Domain
Wealth Management / Institutional Asset Management
Required skills
National sales strategy development, institutional client acquisition, sales team leadership and coaching, pipeline management and forecasting, complex opportunity negotiation, internal cross-functional collaboration, regulatory compliance oversight
Preferred skills
Series 24 registration, experience building search consultant relations functions, data analytics for sales performance
Technologies
CRM systems, sales analytics tools
Responsibilities
Establish national go-to-market frameworks and target market segmentation, lead and coach the national sales organization, manage and forecast the new business pipeline, drive internal referrals with Wealth Management and Asset Management, oversee regulatory compliance for sales professionals, provide strategic oversight for complex institutional opportunities
Seniority
Senior, hands-on IC with leadership responsibilities