Market Associate (Internal Wholesaler)
Core
Sells ETFs, Mutual Funds, Separately Managed Accounts, Direct Indexing, Alternatives, and Multi Asset Class products to prospective clients and maintains ongoing client relationships.
Role type
Senior IC sales associate (internal wholesaler)
Builds
Revenue-generating sales of investment products and services
Domain
Wealth management and asset servicing
Required skills
Sales and cross-selling, prospect research and business planning, client relationship management, knowledge of investment products (fixed income, equities, cash, securities, international), competitor analysis, regulatory compliance knowledge, mentoring junior staff
Preferred skills
None stated
Technologies
None stated
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 of inbound sales requests, maintain knowledge of products and regulations, serve as subject matter expert and mentor, facilitate discussions and reach decisions
Seniority
Senior, hands-on IC