Sales Associate, Asset Servicing

4 weeks ago

Chicago, United States Northern Trust Full time

Sales Associate, Asset Servicing Sales Associate, Asset Servicing 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. Description: Provides sales support to the asset servicing Sales team across North America, primarily this role will be to support the Sales Managers in Canada. There will be opportunities to provide support to the other Sales Managers across North America. The sales associate works very closely with the Sales Managers to support them in winning new business; this is a pivotal role supporting the sales manager through the full sales cycle. They support the RFP team, to assist in gathering accurate information from the business to complete the responses. They are responsible for gathering key statistics externally/internally in order to support the preparation of the commercial models. Additionally, they will coordinate all aspects of any due diligence visits and assist in preparing the internal teams for these meetings. They will maintain up to date market research of target markets/sectors to help drive the sales strategy. Key responsibilities will include, but not be limited to: Produces sales reports on a regular and ad hoc basis. Maintain up to date market research of target markets/sectors. Research new markets/sectors of interest to Northern Trust. Research prospect profile and work alongside sales managers on key deals. Support the RFP and sales teams as required to gather accurate, timely and quality information from the business. Prepare the commercial fee models and proposals. Prepare support and coordinate all aspects relating to sales presentations and due diligence visits such as presentation booklets, supporting sales material, briefing memos and sessions, agendas, etc. Maintain sales/prospect database. Represent NT alongside sales team at certain conferences as appropriate. Assist sales team in the preparation and running of certain Northern Trust conferences working alongside the events managers. Produce monthly prospect and sales snapshot reports and quarterly sales insight reports. Analyze prospect data to assist sales team focus on target markets/prospects, differentiators and product gaps. Attend client meetings to support the Sales Manager. Support the Sales Manager in the pre-meeting sales preparation process. The role is to be based in Toronto and will report into the Head of US Sales Operations. Key Characteristics and Skills 2 or more years of related experience Prior experience within Custody and Fund Services preferred Excellent organizational and interpersonal skills Knowledge of financial products and services and basic sales concepts usually obtained through related work experience or formal education is required to assist with sales process Excellent Excel and PowerPoint skills Strong numerical ability Meticulous attention to detail Good interpersonal, written and verbal communication skills are required to interact with clients Ability to multitask and work to tight deadlines Ability to work under pressure A flexible, proactive and “can-do” attitude French speaking would be an advantage 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. #MadeForGreater 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 MyHRHelp@ntrs.com. 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. #J-18808-Ljbffr

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