New Business Specialist
About this role
New Business Specialist
The New Business Specialist (NBS) is responsible for facilitating new business opportunities as a member of the Foundation & Institutional Advisors (FIA) practice within Northern Trust Wealth Management. FIA delivers comprehensive investment advisory, asset servicing, and specialized institutional solutions to nonprofit organizations, charitable entities, foundations, endowments, and other tax-exempt clients.
The NBS will identify, research, source, profile, and position prospective opportunities while facilitating introductions to FIA sales team members, Regional Directors (RDs), and other subject matter experts as appropriate. Depending on the complexity of the opportunity and client engagement requirements, the NBS may play a limited or highly active role throughout the sales process, helping advance prospects toward successful conversion to clients.
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