Associate, Wealth Management Sales Support and Lead Engagement

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.

About the Role

Northern Trust’s Wealth Management Sales Practice is seeking an individual to join a 10+ person team dedicated to driving and supporting the growth of the business. The ideal candidate will be familiar with wealth and investment management principles and skilled in communication and process management. Primary responsibilities include conducting outreach and qualification of sales leads, responding to RFPs and conducting prospect research. Other responsibilities may include assisting with asset allocation proposals, fee proposals, assigned special projects related to the sales process, and reporting on sales activity. Knowledge of Northern Trust’s business units or related industry practices are helpful in successfully completing responsibilities, along with intermediate to advanced Excel and Word experience.

The key responsibilities of the role include: 

• Sales Lead Outreach, Engagement and Tracking: Actively conduct outreach to potential sales leads generated from marketing efforts and a variety of databases and digital tools. Serve as a first point of sales engagement, initiating outreach and preparing sales leads for a warm handoff to front-line sales teams.
• RFP Writing: Respond to RFPs for Northern Trust’s Wealth Management services. Engage appropriate Northern Trust partners from all business units to accurately answer RFP questions and convey relevant information. Work with partners across the company and research investment topics to develop, edit and maintain material for use in proposals.
• Prospect Research: Compile detailed research on prospective Wealth Management clients using advanced research tools and resources.
• Fee Proposals: Assist partners in the preparation of proposals used to demonstrate and book fees associated with Wealth Management services.
• Asset Allocation: Conduct asset allocation studies using the WealthBench application.
• Special Projects: Complete special projects related to the sales process and lead generation as assigned. Support the evaluation, implementation and management of various tools used in the sales process. Assist with ongoing and ad hoc reporting and analysis related to sales process.

The successful candidate will benefit from having: 

• Strong communication and writing skills
• Knowledge of investment management principles and products, custody, trust and other banking services are helpful to perform primary duties
• Ability to coordinate multiple workflows
• Undergraduate degree or equivalent experience; completion of or progress toward advanced degree and/or industry certification desired, but not required
• 3-5 years in financial services, sales support and/or sales lead engagement; marketing or writing experience also considered
• Experience with Microsoft applications, including intermediate to advanced Word, Excel and Teams experience

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa)

Salary Range:

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

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 [email protected].

 
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.