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Sr Sales Associate, Asset Servicing
3 months ago
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. The Senior Sales Associate reports to the Head of Sales Operations and works closely with all departments within Northern Trust, including Product, Operations, Client Servicing and Marketing. The role supports a variety of activities, working directly with experienced sales professionals responsible for winning new business and clients for Northern Trust. The Senior Sales Associate works alongside Sales Managers throughout the sales process on individual deals, and assists in prospecting and broader territory management. Duties include financial modelling of deal profitability, maintaining the sales pipeline, conducting research, assisting with marketing and event planning, and creating and editing presentations. The role is focused on best practices to generate revenue growth and drive an efficient sales process. The role requires frequent communication with senior leaders and internal stakeholders, in addition to coordination with external prospects and consultants. This role is based in our Asset Servicing business and an understanding of Custody and Fund Services would be beneficial. MAJOR DUTIES Participate in prospect meetings with Sales Manager and assists with associated tasks and communication, including call reports. Overseeing the RFP process. Management of commercial pricing of opportunities, including fee modelling and proposal generation. Organize and prepare sales presentations, due diligence meetings, including logistics, materials, and prep sessions. Conduct prospect and market research. Analyze competitor data to identify differentiators and product gaps. Manage daily and monthly reporting for the Sales Team. Coordinate conferences/events alongside Marketing. Identify and recommend processes to gain efficiencies and improve best practices. Assist with meeting scheduling and coordination across internal stakeholders Develops strong knowledge of all product offerings within a Custody and Fund Services organisation. Develops strong understanding of the competitive landscape and the differentiators of our offering / organization Solves complex problems Takes a new perspective on existing solutions Exercises judgment based on the analysis of multiple sources of information Manages ad hoc projects alongside daily job responsibilities KNOWLEDGE / SKILLS Knowledge of Custody/Fund Service products and services and basic sales concepts (usually obtained through related work experience or formal education) is required to assist with the sales process. Expert understanding of related applications, including Excel, Word, PowerPoint, is a must. Use of a CRM system – Sales Force or Dynamics preferable. Well-developed interpersonal, written and verbal communication skills are required to interact with internal partners and external prospects. Should be able to work independently and manage multiple, time sensitive items while maintaining a calm demeaner. Flexibility, adaptability, and attention to detail are essential personality traits. Requires in-depth conceptual and practical knowledge in own job discipline and basic knowledge of related job disciplines. Applies best practices to all tasks with a commitment to excellence Employs creative solutions to improve efficiency and team execution. Is aware of the competition and the factors that differentiate NT in the market. Explains difficult or sensitive information; works to build consensus. EXPERIENCE REQUIRED Minimum of 3+ years of related experience Acts as a resource for colleagues with less experience May lead significant projects with manageable risks and resource requirements 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
