New Business Specialist-Alternative Fund Administration at Northern Trust

New York, New York, United States

Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Fund Administration, Hedge Funds, Private CapitalIndustries

College or University degree and/or relevant proven work experience
3+ years of sales, business development, or sales support experience in financial services or a related field
Strong organizational, research, and communication skills (written and verbal)
Experience with CRM systems and proficiency in MS Office Suite
Ability to work independently and collaboratively within a team
Strong relationship-building and client management skills
High level of initiative, adaptability, and drive to achieve results

Assist Alternatives Fund Administration salespeople with research, preparation, and coordination of sales presentations, proposals, and due diligence materials
Maintain up-to-date market research and prospect profiles for target markets and sectors
Support the RFP process by gathering information, reviewing drafts, and ensuring responses are tailored to prospect needs
Prepare fee models, proposals, and briefing materials for client meetings and conferences
Produce regular and ad hoc sales reports, including pipeline and activity tracking
Maintain and update the sales/prospect database and CRM system
Source and qualify new business opportunities through inbound lead follow-up and outbound cold calls, emails, and digital outreach
Conduct research on prospects, including strategy, key stakeholders, and market positioning
Initiate and develop relationships with potential clients via phone, email, and in-person meetings
Drive attendance and engagement at industry events, conferences, and sponsored activities
Execute digital campaigns and outreach strategies to generate and nurture leads
Track all prospecting activity and issue call reports summarizing meetings and next steps