Sales Associate, Institutional Trust (Finance)
About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
Provides sales support to sales team. Maintains up to date market research of target markets/sectors. Supports the RFP and sales teams to gather accurate information from the business and reviews RFP responses to ensure it is customized to prospects needs. Produces sales reports on a regular and ad hoc basis.
Work Model: Hybrid
Major Duties:
- Maintain up to date market research of target markets/sectors.
- Research new markets/sectors of interest to Northern Trust.
- Research prospect profile and work alongside sales managers on key deals.
- Support the RFP and sales teams as required to gather accurate, timely and quality information from the business and reviewing drafts ensuring the RFP is customized to prospects' needs.
- Prepare fee models and proposals.
- Prepare, support and coordinate all aspects relating to sales presentations and due diligence visits such as presentation booklets, supporting sales material, briefing memos and sessions, agendas, etc.
- Maintain sales/prospect database.
- Represent NT alongside sales team at certain conferences as appropriate.
- Assist sales team in the preparation and running of certain NT conferences working alongside the events managers.
- Produce monthly prospect and sales snapshot reports and quarterly sales insight reports.
- Produce regular and ad hoc sales reports as required by senior management.
- Analyze prospect data to assist sales team focus on target markets/prospects, differentiators and product gaps.
Knowledge:
- Knowledge of financial products and services and basic sales concepts usually obtained through related work experience or formal education is required to assist with sales process.
- Data analytics and visualization tools suchas at SQL, Tableau, Power BI and Excel preferred.
- Good interpersonal, written and verbal communication skills are required to interact with clients.
Experience :2 or more years of related experience.
Salary Range:
$88,900 - 151,100 USD
Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.
Working with Us:
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 the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com .
We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
