Intermediary, Business Development Executive, External Wholesaler, Philadelphia

Northern Trust
Chicago, USA
May 15, 2023
Jun 14, 2023
Industry Sector
Finance - General
Employment Type
Full Time
As a Business Development Executive you will provide asset management capabilities to financial intermediaries as investment recommendations to RIAs, Wirehouses, Independent B/D's, and dually registered advisors, positioning FlexShares ETFs, Northern Multi Asset Class Solutions and Northern Funds in the marketplace.

You will be responsible for establishing new relationships in all focus channels, growing and servicing existing client relationships and assisting with procuring new opportunities. You must be able to work effectively and collaboratively with all areas of business within Northern Trust and with financial intermediaries.

  • 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 FlexShares ETFs, Northern Multi Asset Class Solutions and Northern Funds in a defined region, across all major channels (RIA, Independents, BDs, etc.).
  • 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 FlexShares ETFs, Northern Multi Asset Class Solutions and Northern Funds.
  • Report weekly activities, accomplishments, and opportunities through the CRM, as well as, interact on a consistent bases 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.
  • Coordinate and manage all conference activity and speaking engagements within the region.
  • Read regional team, including Regional Market Specialist and Regional Market Associate.
  • Maintain a diverse and healthy business in regards, but not limited to: channels, products, geography and clients.
  • BA/BS degree required
  • NASD Series 7, 63 and 65 required
  • MBA, CIMA, CFP or CFA certification preferred
  • 5+ direct outside intermediary sales and territory management experience with an ETF, mutual fund, separate account, or hedge fund distributor
  • Bring established client relationships within the market center
  • Proven ability to sell in person, over the phone, and to develop strong client relationships.
  • Proven understanding and implementation of competitive analytics and analysis and a high adoption rate to new technologies.
  • Ability to develop relationships with professional financial advisors and deliver ideas and information that will generate sales and assets
  • Ability to travel extensively on a consistent basis
  • Exceptional verbal, written and sales presentation skills
  • High energy, motivated individual, commitment to excellence
  • Ability to work in a team environment is critical
  • Reside in the territory (Philadelphia)
  • Clean U-4
As a leading global asset management firm, our investment expertise, strength and innovation have earned the trust and confidence of the world's most sophisticated institutional and individual investors.

With $1.6 trillion in total assets under management (as of 12/31/2021) and a longstanding fiduciary history of solving complex investment challenges, we believe our strength and stability drive opportunities for our clients. Northern Trust's forward-looking, historically aware investment approach and deep capital markets expertise power a comprehensive set of solutions. Our asset class capabilities range from passive and factor-based, to fundamental active and multi-manager.

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 America's best banks and most sustainable companies! Build your career with us and apply today. #MadeForGreater

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