CAREERS

Associate Director, Sales Specialist - Outsourced CIO

📁
Investment Management
📅
85022 Requisition #

 

OUTSOURCED CHIEF INVESTMENT OFFICER PRACTICE

As one of the world’s largest and most experienced providers of Outsourced Chief Investment Officer (“OCIO”) solutions, Northern Trust truly understands the needs of institutional investment programs. Our capabilities, centered on expertise, customization, and execution, enable targeted investment outcomes that lead to our clients’ success.

 


ROLE SUMMARY

The Associate Director Sales Specialist for the OCIO practice works across the business to assist in the growth of the Outsourced Chief Investment Officer (OCIO) practice within Northern Trust Asset Management. This individual will develop and support thought leadership and content, develop and coordinate RFP content, monitor and track the sales pipeline while collaborating with internal staff on individual OCIO sales opportunities and search consultant activity.  They will work closely with the OCIO Sales Specialists, Client Investment Officers, and Institutional Asset Management Distribution team in order to assist in the positioning and growth of the OCIO business. The successful Associate Director will be collaborative with the ability to manage multiple projects with high visibility. They will have exceptional communication and problem solving skills. The role requires a high degree of asset management and OCIO acumen. 

 


PRIMARY DUTIES AND RESPONSIBILITIES

  • Support OCIO Senior Sales Specialists, Client Investment Officers, and Institutional Asset Management distribution teams with customized OCIO content, messaging, and positioning
  • Review standard RFP responses and draft custom responses when needed. Conduct first review of completed RFP responses and coordinate completion with OCIO business leaders
  • Create, support, and drive to completion OCIO thought leadership and case studies
  • Support and ultimately conduct OCIO search consultant calling activity
  • Maintain OCIO sales pipeline and follow up as necessary
  • Develop and maintain key performance indicators for the OCIO sales effort
  • Participate in new product business plans designed to expand the group’s service offering targeted for clients and market segments
  • Build close partnerships with key internal staff to support OCIO sales efforts as appropriate

 

REQUIRED KNOWLEDGE AND SKILLS

  • Knowledge and experience within OCIO business, particularly in support of the sales function
  • Ability to carry out activities that are large in scope, cross-functional, and technically difficult
  • Excellent oral and written communication skills
  • Ability to work in fast paced environment
  • Ability to identify and execute process efficiencies without direct instruction
  • Motivation as a self-starter
  • Humility to learn from others who hold ideas and opinions that differ from their own
  • Analytical and organizational skills
  • Ability to multitask and manage conflicting priorities and workflows

 

REQUIRED EXPERIENCE AND EDUCATION

  • Direct asset management business experience, OCIO experience a plus
  • 3-5 years+ of relevant experience 
  • A bachelor’s and/or master’s degree from an accredited university

 

ABOUT NORTHERN TRUST ASSET MANAGEMENT

Northern Trust Asset Management is a global investment manager that helps investors navigate changing market environments, so that they can confidently realize their long-term objectives. Entrusted with more than $1 trillion of assets, we understand that investing ultimately serves a greater purpose and believe investors should be compensated for the risks they take — in all market environments and in any investment strategy. That is why we combine robust capital markets research, expert portfolio construction, and comprehensive risk management to craft innovative and efficient solutions that deliver targeted investment outcomes. As engaged contributors to our communities, we consider it a great privilege to serve our investors and our communities with integrity, respect, and transparency.

 

We believe investing ultimately serves a greater purpose — and should be done intentionally and efficiently

… by people who are passionate, astute and tenacious problem solvers acting with conviction, purpose and humility — diverse and talented professionals provide innovative ideas and distinctive solutions that truly benefit investors.

… with the understanding that all investing involves risk and investors should be compensated for that risk — in all markets and in any investment strategy.

… and is best accomplished by using an empirically based process so investors can earn consistent and persistent returns, and minimize unintended consequences within and across their portfolios.
 

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Reasonable Accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), +630-276-5353 (Asia Pacific), 1800-425-0333 (India), +44(0)207 982 4357 (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.

Equal Employment Opportunity Statements
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    • APAC/INDIA EEO STATEMENT

      It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

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      It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

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      It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status. EEO poster (U.S.)EEO is Law Poster Supplement