Wealth Client Group/Asset Management Strategist
22 hours ago
Northern Trust is a leading global financial institution that offers innovative financial services and guidance to the world's most successful individuals, families, and institutions.
We are currently seeking a skilled Wealth Client Group/Asset Management Strategist to join our team. The ideal candidate will have a strong background in investment management and be able to work effectively with clients to provide asset management capabilities and grow/servicing existing client relationships.
The successful candidate will be responsible for establishing new relationships, positioning FlexShares ETFs, Northern Multi Asset Class Solutions, Northern Funds, SMAs & Alternatives in the marketplace, and assisting with procuring new opportunities. They must also be able to work collaboratively with all areas of business within Northern Trust.
Key Responsibilities:
- Develop and cultivate relationships to achieve and exceed sales targets
- Lead tactical initiatives to grow the use of FlexShares ETFs, Northern Multi Asset Class Solutions, Northern Funds, SMA's & alternatives
- Effectively position and differentiate FlexShares ETFs, Northern Multi Asset Class Solutions, Northern Funds, SMAs & Alternative products and services against competitors' products
- Develop and maintain relationships with advisors through various communication channels
Requirements:
- A College or University degree and/or relevant proven work experience is required
- 5+ years of investment industry experience and direct sales and territory management experience with an ETF, mutual fund, separate account, or alternatives distributor preferred
- Series 7 & 63/65/66 required
Estimated Salary: $120,000 - $150,000 per year
Northern Trust is committed to providing a collaborative and inclusive work environment that fosters growth and development. As a partner in this role, you will have the opportunity to make a meaningful impact and contribute to the success of our organization.
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