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Wealth Management Sales Support Associate

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Personal Trust
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73317 Requisition #
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Job Summary:

The Tampa office has an opportunity for a Business Development Associate who assists Wealth Strategists in Northern Trust'sTampa office with the major components of the sales process relating to the acquisition of new trust and investment management clients. Responsibilities include prospect research, pipeline maintenance, presentation preparation, and other activities essential to effectively managing the sales process. The target market is ultra-high net worth individuals and families, foundations, endowments, and non-profit organizations.

Major Duties:

1. Prepare and customize materials for sales meetings and presentations..

2. Works with Wealth Strategists to maintain active prospect files and reminders to initiate calls for proper follow up.

3. Coordinates the process for new account documentation.

4. Makes necessary travel arrangements for the wealth strategists and processes related expense reports on a timely basis.

5. Enters and manages prospect information in the enterprise relationship management system to maintain an accurate pipeline for the wealth strategists and monthly sales projections for sales management.

6. Researches prospects through various external sources in preparation for sales calls and presentations.

7. Manages correspondence and reports for the Wealth Strategists, focused on proactive outreach initiatives.

8. Submits account documents to the legal area and external attorneys to obtain missing information, correct documents, clarify information, and resolve problem situations.

9. Performs special projects (i.e. coordinating reports, preparing account analysis and workflow reports) that require responding to specific account inquiries and issues.

10. Communicates with partner areas on all aspects of a client relationship and initiates activity which fulfills a partner's or client's needs.

Qualifications:

Business degree and/or equivalent work/education experience. Candidates should have 3 years or more of related client/sales servicing work experience. Knowledge of personal wealth management market and related products and services. Excellent analytical, organizational and communication skills are necessary. Strong computer skills, including Excel, Word and PowerPoint are required.


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 September 30, 2018, Northern Trust Corporation had:

$10.8 trillion in assets under custody/administration
$8.2 trillion in assets under custody
$1.2 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
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    • 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.

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    • 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.

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    • 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