Senior Market Leader - Northern CA at Northern Trust

San Francisco, California, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Banking, Asset ManagementIndustries

Requirements

College or University degree and/or relevant proven work experience (required/preferred)
10-15 years of investment sales experience
NASD Series 7 and 66 (or 63 & 65) required
Knowledge of investment management areas across all products and segments (fixed income, active and passive equities, cash, securities, international) and Northern Trust products/services, acquired through related work experience
Ability to communicate and sell Northern products and services to generate revenue
Knowledge of securities and pension industry products and services to compete with other financial institutions
Negotiation skills to respond to fee proposals
Leadership and organizational skills to determine Business Unit goals, resources, and staff development
Seasoned multi-disciplinary expertise with extensive technical/business knowledge and functional expertise

Responsibilities

Sell ETF, Mutual Fund, and Multi Asset Class products and services to suitable prospects to produce fee revenue
Identify new prospects by researching potential needs, prioritizing, and producing a business plan
Act as technical expert and regional lead on bank's products/services and the outside marketplace
Make customized sales presentations to large and complex clients using knowledge of products/services
Utilize knowledge of bank's investment, trust, custody, and securities products/services to collaborate with internal partners and recommend new services/products to clients
Maintain ongoing relationships with advisors, informing them of bank's products/services
Maintain knowledge of bank's products/services through frequent contact with financial institutions/partners and staying current on laws/regulations
Maintain knowledge of competitors and their products/services
Execute strategic direction of business function activities
Carry out complex initiatives involving multiple disciplines and/or ambiguous issues
Display balanced, cross-functional perspective, liaising with the business to improve efficiency, effectiveness, and productivity

Skills

Key technologies and capabilities for this role

ETFMutual FundsMulti Asset ClassInvestment ProductsTrust ServicesCustodySecuritiesSales PresentationsBusiness PlanningRegulatory ComplianceCompetitor AnalysisClient Relationship Management

Questions & Answers

Common questions about this position

What experience is required for the Senior Market Leader role?

A College or University degree and/or relevant proven work experience is required/preferred, along with 10 years of experience implied for this senior position.

What key skills are needed for this position?

Key skills include knowledge of investment management products across fixed income, equities, cash, and securities; ability to communicate and sell products to generate revenue; negotiation skills; and leadership and organizational skills.

Is this a remote position or does it require working in Northern CA?

This information is not specified in the job description.

What is the salary or compensation for this role?

This information is not specified in the job description.

What makes a strong candidate for the Senior Market Leader position?

Strong candidates have extensive experience in investment management, proven sales ability in financial products like ETFs and mutual funds, negotiation and leadership skills, and deep knowledge of the securities industry and competitors.