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Senior Market Leader, External Wholesaler, Mid-Atlantic/Washington DC

Northern Trust
Washington, DC
On-site

About this role

Job title: Senior Market Leader, External Wholesaler, Mid-Atlantic/Washington DC

About the Role Senior Market Leader, External Wholesaler for Northern Trust Asset Management (NTAM) in the Mid-Atlantic/Washington DC market, responsible for representing NTAM capabilities to financial intermediaries and driving growth across channels. This role focuses on establishing and expanding client relationships, delivering sales presentations, and coordinating regional activities to meet or exceed sales targets.

What You'll Do

  • Represent Northern Trust as the Intermediary market presence in a major domestic market center.
  • Develop, cultivate and manage relationships – both existing and new – to achieve and exceed our sales targets.
  • Grow the use of NTAM's capabilities in a defined region, across all major channels.
  • Deliver sales presentations, seminars, and consulting meetings with professional financial advisors and appropriate centers of influence for National and Regional advisory firms and platforms.
  • Identify implementation opportunities and marketing/collateral needs, that will help drive adoption and usage of NTAM’s capabilities.
  • Report weekly activities, accomplishments, and opportunities through the Salesforce.com CRM, as well as interact on a consistent basis with managerial leadership.
  • Be a contributing member of a team that thrives on partnership, innovation, and execution.
  • Work closely with the National Sales Manager and National Accounts Team to communicate client voice from the field.
  • Manage budget to maximize time and resources within the Intermediary Channel.
  • Coordinate and manage all events and conference activity within the region.
  • Lead regional team, including Market Leader and/or Market Associate.
  • Maintain a diverse and healthy business in regards to channels, products, geography and clients.

What We're Looking For

  • BA/BS degree required.
  • Experience in financial services sales and relationship management with financial intermediaries (e.g., RIAs, Wirehouses, Independent Broker/Dealers, Regional Broker/Dealers).
  • Ability to develop, cultivate and manage strategic relationships and deliver compelling presentations to professional advisors and centers of influence.
  • Strong collaboration skills to work with cross-functional teams including NTAM and National Accounts.
  • Experience using Salesforce.com CRM to track activities and opportunities, and ability to communicate client voice from the field to leadership.
  • Budget management, event planning, and program coordination capabilities.
  • Leadership potential to lead regional team, and a proactive, results-driven mindset.

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