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Senior Inv Sales Specialist

📁
Investment Management
📅
76997 Requisition #
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The Senior Investment Sales Specialist is the key link between the senior portfolio managers and the senior sales team. Has a significant role in new business origination and client relationship management and acts as the technical expert on specific investment products and services and the outside marketplace. 
  • Acts as the technical expert on the bank's products and services as they relate to the competitive aspects of the investment marketplace.
  • Partners with the Sales team to make customized sales presentations to the clients utilizing knowledge of Investment products and services.
  • Frequently initiates contact with other financial or competitor institutions, and internal partners. Keeps abreast of laws and regulations affecting the industry and maintains knowledge of investment products and services.
  • Is a technical expert and provides thought leadership on specific investment products 
  • May mentor more junior staff
  • Promotes the company and its products through industry conferences and periodicals as an attendee, speaker, or interviewee. Participates in committees or board meetings to present new sales services or products. Oversees regulatory compliance issues involving client relationships.
  • Reports on performance of strategies/portfolios, explaining returns across multiple relevant dimensions of attribution. 
  • Supports on-going research efforts related to portfolio design, analytic techniques or risk management by: 
    • 1) reading current and relevant papers; 
    • 2) contributing to discussions on topics of interest; 
    • 3) conducting thoughtful and accurate analysis; 
    • 4) expressing recommendations for improvement; 
    • 5) supporting research/data infrastructure as required. 
  • Seasoned multi-disciplinary expert with extensive technical and / or business knowledge and functional expertise
  • Focus of role is on execution of strategic direction of business function activities
  • Carries out complex initiatives involving multiple disciplines and/or ambiguous issues
  • Displays a balanced, cross-functional perspective, liaising with the business to improve efficiency, effectiveness and productivity

  • A College or University degree and/or relevant proven work experience is required 
  • In depth knowledge of investments products and services usually acquired through related work experience as a portfolio manager. 
  • Presentation skills and the ability to market and sell the bank's products and services are required to generate client sales. 
  • Knowledge of investment terminology, characteristics of the various marketplaces, the laws and regulations governing trust investments and taxation, the bank’s investment policies, procedures, and strategies, acquired through work experience and formal education, is required to understand the portfolio management and investment research activities.
About Northern Trust

For more than a century, Northern Trust has worked hard building our legacy of outstanding service, expertise and integrity. From a Chicago-based bank founded in 1889, we now have more than 20 international locations and 18,500 employees globally. We serve the world’s most-sophisticated clients – from sovereign wealth funds and the wealthiest individuals and families, to the most-successful hedge funds and corporate brands.

We burnished our reputation as a global leader delivering innovative investment management, asset and fund administration, fiduciary and banking solutions enabled by sophisticated, leading technology. And through it all, we continually laid a solid, forward-looking foundation on which future generations can continue growing and achieving greater.

As of December 31, 2018, Northern Trust Corporation had:

$10.1 trillion in assets under custody/administration
$7.6 trillion in assets under custody
$1.1 trillion in assets under management
$132 billion in banking assets

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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), +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
  • APAC EEO Statement
    • APAC 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.

  • Canada EEO Statement
    • Canada EEO STATEMENT

      Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance.

  • EMEA EEO Statement
    • EMEA 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.

  • USA EEO Statement
    • USA EEO STATEMENT

      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