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Business Development Executive - Chicago, United States - Northern Trust
Description
About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining 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.
Role
As a Business Development Executive, you will provide Northern Trust Asset Management's (NTAM) capabilities to financial intermediaries, as investment recommendations, including, but not limited to: RIAs, Wirehouses, Independent Broker/Dealers, Regional Broker/Dealers, etc.
positioning FlexShares ETFs, Northern Multi Asset Class Solutions, Northern Funds, Northern SMAs and Northern Alternatives (50 South Capital) in the marketplace.
You will be responsible for establishing new relationships in all focus channels, growing and servicing existing client relationships and assisting with procuring new opportunities.
You must be able to work effectively and collaboratively with all areas of business within Northern Trust and with financial intermediaries.
Primary Duties:
Represent Northern Trust as the Intermediary market presence in a major domestic market center, in this case, our Southwest Region residing in either Southern California or the Dallas Metroplex.
Grow the use of NTAM's capabilities in a defined region, across all major channels.
Deliver sales presentations, seminars, and consulting meetings with professional financial advisors and appropriate centers of influence for National and Regional advisory firms and platforms.
Identify implementation opportunities and marketing/collateral needs, that will help drive adoption and usage of NTAM's capabilities.Report weekly activities, accomplishments, and opportunities through the CRM, as well as, interact on a consistent bases with managerial leadership.
Be a contributing member of a team that thrives on partnership, innovation, and execution.Work closely with the National Sales Manager and National Accounts Team to communicate client voice from the field.
Manage budget to maximize time and resources within the Intermediary Channel.
Coordinate and manage all events and conference activity within the region.
Lead regional team, including Regional Market Specialist and Business Development Associate.
Maintain a diverse and healthy business in regards, but not limited to: channels, products, geography and clients.
Required Experience/Knowledge:
BA/BS degree required
NASD Series 7, 63 and 65 required
MBA, CIMA, CFP or CFA certification preferred
5+ direct outside intermediary sales and territory management experience with an established ETF, mutual fund, SMA, etc. distributor
Bring established client relationships within the market center
Proven ability to sell in person, over the phone, and to develop strong client relationships.
Proven understanding and implementation of competitive analytics and analysis and a high adoption rate to new technologies.
Ability to develop relationships with professional financial advisors and deliver ideas and information that will generate sales and assets
Ability to travel extensively on a consistent basis
Exceptional verbal, written and sales presentation skills
High energy, motivated individual, commitment to excellence
Ability to work in a team environment is critical
Reside in the Southern California or Dallas Metroplex
Clean U-4
Working with Us:
As a Northern Trust partner, greater achievements await.
You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve Join a workplace with a greater purpose.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies Build your career with us and apply today.
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
We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
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