Senior Market Leader, External Wholesaler, Northern Ca
NRT (National Revenue Tax)
San Francisco, CA, United States
Base: $150,000 to $268,640; bonus/equity: discreti...
Etf, mutual fund and multi asset sales
Investment product expertise
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 selling a variety of investment products, maintaining client relationships, and acting as a technical expert and regional lead.
Northern Trust offers a comprehensive benefits package including retirement, health, paid time off, 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, and insurance
Skills & Requirements
Must-have
ETF, Mutual Fund and Multi Asset sales
Investment product expertise
Client relationship management
Negotiation skills for fee proposals
Strategic business planning
Knowledge of securities and pension products
Nice-to-have
Cross-functional collaboration
Leadership and organizational skills
Knowledge of competitor products
Ability to work with internal partners
Flexible and collaborative work culture
Key Requirements
10-15 years investment sales experience
College or University degree or relevant experience