CAREERS

Senior Sales Associate - Wealth Management

📁
Personal Trust
📅
91774 Requisition #

Assist Wealth Strategist with all aspects of the sales process relating to identification of potential prospects and generating new trust and investment business. 

Process includes material preparation for client meetings and new business presentations; creating appropriate new business documentation, account set-up, calculation and reporting of new business fees; coordination of sales activities around seminars, COI cultivation, community and bank sponsored events.

Develop strong understanding and knowledge of investment management, fiduciary and financial planning matters.    

Responsibilities Include:

  1. Compile and prepare presentation material for prospect, COI or client meetings.
  1. Handle logistics of travel and dining arrangements.
  1. Perform special projects (i.e. coordinating reports, preparing account analysis and workflow reports) that require responding to specific account inquiries and issues.
  1. Use databases to implement proactive DRIP campaigns with the goal of converting leads into prospects or establishing COI relationships.
  1. Responsible for prospect/client on-boarding, which includes preparing new account documentation following established compliance guidelines, opening new accounts, calculating account fees, monitoring the funding process and reporting funded business.
  1. Assist Wealth Strategist with quarterly and annual audits of booked business.
  1. Partner with Wealth Strategist to maintain active prospecting information and initiate calls for making forward progress.
  1. Ability to compose letters and e-mails to prospective clients, followed by phone calls to arrange meetings.
  1. Communicate with partners throughout the bank on all aspects of a prospect/client relationship and initiate activity which fulfills a partners or clients’ needs.
  1. Develop in-depth knowledge of a full range of trust-oriented services (e.g. personal trusts, living trusts, wills, investment management, security custody, financial consulting, estate and tax planning). 

 

  1. Attend meetings and classes to keep abreast of financial planning products and services.

Knowledge/Skills 

  • Basic knowledge of personal financial planning, trust and investment products and services are required to perform primary duties. 
  • Knowledge of Bank applications (Outlook, Trust System, CRM Tool) to generate sales reports, open accounts and book business.
  • Organizational and personal computer skills to prepare materials for prospect and COI meetings and presentations.
  • Knowledge of fiduciary products and services (e.g. personal trusts, living trusts, wills, investment management, security custody, financial consulting, estate planning), including fee structures, documentation, policies and procedures usually acquired through work-related instruction or work experience is required to respond to account related matters and various sales situations.
  • Strong math, analytical and organizational skills to proactively manage the sales process.
  • Excellent communication skills for effective interaction with clients, prospects and internal partners

Experience Required 

  • Undergraduate Degree or equivalent experience
  • Strong computer skills PowerPoint, Word, Excel
  • 1-3 years of relationship management experience 

About Northern Trust:

Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With over 130 years of financial experience and nearly 20,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Working with Us:

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company that is committed to strengthening the communities we serve!                

We recognize the value of inclusion and diversity in culture, in thought, and in experience, which is why we are honored to receive the following awards in 2021:

  • Gender Equality Index Member, Bloomberg
  • Top Financial & Banking CompanyBlack EOE Journal, Hispanic Network Magazine, Professional WOMAN'S Magazine

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.

 

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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
  • APAC/India EEO Statement
    • 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.

  • 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