Senior Market Leader - Northern CA Job San Francisco area,California USA,Finance & Banking

About Northern Trust

Northern Trust is a Fortune 500 company, globally recognized, award‑winning financial institution, operating since 1889. We provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by staying true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Major

Duties

Sells ETF, Mutual Fund and Multi Asset Class products and services to suitable prospects producing fee revenue for the bank

Identifies new prospects by researching potential needs and prioritizing them and producing a business plan

Acts as the technical expert and regional lead on the bank’s products and services and the outside marketplace

Makes customized sales presentations to large and complex clients utilizing knowledge of our products and services

Utilizes knowledge of bank’s investment, trust, custody and securities products and services to work with other internal partners and recommend new services or products to clients where possible

Maintains ongoing relationships with advisors, making them aware of the bank’s products and services

Maintains knowledge of our products and services by initiating frequent contact with other financial institutions, partners and keeping abreast of laws and regulations affecting the industry

Maintains knowledge of competitors and their products and services

Seasoned multi‑disciplinary expert with extensive technical and / or business knowledge and functional expertise

Focus of role is on execution of strategic direction of business function activities

Carries out complex initiatives involving multiple disciplines and / or ambiguous issues

Displays a balanced, cross‑functional perspective, liaising with the business to improve efficiency, effectiveness and productivity

Knowledge

Knowledge of investment management areas across all products and segments such as fixed income, active and passive equities, cash, securities and international together with other Northern products and services, usually acquired through related work experience, is required to respond to client’s needs.

Ability

Ability to communicate and sell Northern products and services to generate revenue for the bank. Knowledge of securities and pension industry products and services in order to compete with other financial institutions. Negotiation skills are necessary to respond to fee proposals. Leadership and organizational skills are required to determine the Business Unit’s goals, resources needed, and to assess and develop the skills of staff.

Experience

A college or university degree and/or relevant proven work experience is required / preferred. 10-15 years of investment sales experience. NASD Series 7 and 66 (or 63 & 65) are required.

Salary Range

$150,000 to $268,640

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well‑being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

Reasonable

Accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at

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