The role is responsible for developing, managing, and expanding strategic relationships with institutional investment consultants across the Western United States
Job Summary
The role is responsible for developing, managing, and expanding strategic relationships with institutional investment consultants across the Western United States.
Northern Trust offers a comprehensive benefits package including retirement benefits, health and welfare benefits, paid time off, and a discretionary bonus program.
Candidates must possess deep knowledge of institutional investment strategies including active/passive equities, fixed income, and various alternative asset classes.
Matching Summary
The role is responsible for developing, managing, and expanding strategic relationships with institutional investment consultants across the Western United States.
Salary
Base: $189,290 - $331,200 USD; Bonus/Equity: Discretionary bonus program with potential equity component; Benefits: Comprehensive package including 401k, pension, medical, dental, vision, and PTO
Skills & Requirements
Must-have
8+ years institutional distribution experience
Direct consultant relations expertise
Deep understanding of alternative strategies
Senior-level relationship management skills
RFP and due diligence process execution
Nice-to-have
Strong track record in competitive marketplace
Ability to anticipate consultant needs
Cross-functional collaboration capabilities
Strategic mindset for long-term value
Exceptional verbal and written communication
Key Requirements
Bachelor's degree required
Series 7 and Series 63 licenses preferred
CFA designation or MBA strongly preferred
US work authorization required for West Coast location