Financial Services Professional

6 days ago

Seattle, Washington, United States Northern Trust Full time

About Northern Trust:

Northern Trust is a leading global financial institution with a rich history dating back to 1889. As a Fortune 500 company, we have established ourselves as a trusted provider of innovative financial services and guidance to the world's most successful individuals, families, and institutions.

We pride ourselves on our enduring principles of service, expertise, and integrity, which have enabled us to build long-lasting relationships with our clients and partners. With over 130 years of financial experience and a network of over 22,000 professionals, we serve the world's most sophisticated clients using leading technology and exceptional service.

Key Responsibilities:

  • Sell investment management, advisory, and asset servicing services to institutional clients, focusing on foundations, endowments, and nonprofit organizations.
  • Utilize business networks and internal contacts to identify prospective clients and opportunities.
  • Actively engage with clients to raise brand awareness, obtain leads, and qualify prospects.
  • Respond to requests for proposals (RFPs) using Central Sales Support and maintain responsibility for completion and delivery to prospects.
  • Coordinate and conduct sales presentations with participation by internal professionals.
  • Maintain in-depth knowledge of the issues affecting the target market to successfully position oneself as a technical expert and resource.
  • Participate in industry-related conferences and programs, including speaking engagements.
  • Identify opportunities to cross-sell other services and products to the target market.
  • Work closely with local management to leverage the network and ensure client retention.
  • Assume responsibility for complex and sensitive client and account activities as assigned by manager.
  • Research prospects' financial objectives and needs to offer appropriate solutions and services.
  • Develop rapport with prospects and arrange meetings to continue the sales process.

Requirements:

  • 7-10 years of experience in a nonprofit/institutional investment sales or related role.
  • In-depth knowledge of the target market and assigned territory.
  • Series 7 and 63 licenses.

Compensation:

Base salary $175,000-$185,000. Northern Trust offers a comprehensive benefits package, including retirement and pension plan contributions, health and welfare benefits, paid time off, parental and caregiver leave, life insurance, and other wellbeing benefits.

Working with Us:

As a Northern Trust partner, you will be part of a flexible and collaborative work culture in an organization where financial strength and stability are assets that enable us to explore new ideas. We encourage movement within the organization, and our senior leaders are accessible. You can take pride in working for a company committed to assisting the communities we serve.

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