Market Associate (internal Wholesaler)

NRT (National Revenue Tax)

Chicago, IL, United States
Base: $70,000 to 110,000 usd; bonus/equity: discre...
Hybrid
Sell etf and mutual fund products
Client relationship management
Business development and prospecting
Northern Trust is a globally recognized financial institution with over 130 years of experience serving sophisticated clients using leading technology and exceptional service

Job Summary

  • Northern Trust is a globally recognized financial institution with over 130 years of experience serving sophisticated clients using leading technology and exceptional service.
  • The role involves selling ETF, Mutual Fund and Multi Asset Class products, maintaining client relationships, and assisting in business development to generate revenue for the bank.
  • Northern Trust offers a comprehensive benefits package including retirement, health and welfare benefits, paid time off, and a discretionary bonus program that may include equity.

Matching Summary

Northern Trust is a globally recognized financial institution with over 130 years of experience serving sophisticated clients using leading technology and exceptional service.

Salary

Base: $70,000 to 110,000 USD; Bonus/Equity: Discretionary bonus program may include equity; Benefits: Comprehensive benefits including retirement, health, paid time off

Skills & Requirements

Must-have

  • Sell ETF and Mutual Fund products
  • Client relationship management
  • Business development and prospecting
  • Knowledge of investment management products
  • Use of contact management database
  • Cross selling financial services

Nice-to-have

  • Mentor junior employees
  • Facilitate discussions and decision making
  • Hybrid work environment
  • Collaborative work culture
  • Knowledge of industry laws and regulations

Key Requirements

  • College or university degree or relevant experience
  • NASD Series 7 and 63 required or to be obtained within 90 days
  • Knowledge of securities industry products and services

Work Rights

Not specified

Tailored Resume

Cover Letter