Senior Market Leader, External Wholesaler, Northern Ca

Northern Trust

San Francisco, CA, United States
Base: $150,000 to $268,640; bonus/equity: discreti...
Investment sales expertise
Knowledge of etf and mutual fund products
Client relationship management
Northern Trust is a Fortune 500 company with over 130 years of financial experience serving sophisticated clients worldwide

Job Summary

  • Northern Trust is a Fortune 500 company with over 130 years of financial experience serving sophisticated clients worldwide.
  • The role involves acting as a regional technical expert, executing strategic business initiatives, and maintaining ongoing relationships with advisors and clients.
  • Northern Trust offers a comprehensive benefits package including retirement, health and welfare benefits, paid time off, parental leave, and a discretionary bonus program with potential equity components.

Matching Summary

Northern Trust is a Fortune 500 company with over 130 years of financial experience serving sophisticated clients worldwide.

Salary

Base: $150,000 to $268,640; Bonus/Equity: Discretionary bonus program may include equity component; Benefits: Comprehensive benefits including retirement, health, paid time off, parental leave, and insurance

Skills & Requirements

Must-have

  • Investment sales expertise
  • Knowledge of ETF and Mutual Fund products
  • Client relationship management
  • Sales presentation skills
  • Negotiation skills
  • Knowledge of securities and pension products
  • Leadership and organizational skills

Nice-to-have

  • Cross-functional collaboration
  • Strategic business execution
  • Industry regulatory knowledge
  • Competitive market awareness
  • Flexible and collaborative work culture

Key Requirements

  • 10-15 years investment sales experience
  • College or University degree or relevant experience
  • NASD Series 7 and 66 (or 63 & 65) certifications

Work Rights

Not specified

Tailored Resume

Cover Letter