Sales Leader – Wealth Management
Northern Trust
full-time
Posted on:
Location Type: Office
Location: New York City • Florida, Massachusetts, New York, Texas • 🇺🇸 United States
Visit company websiteSalary
💰 $197,455 - $345,575 per year
Job Level
Senior
About the role
- Develop growth plans in collaboration with Region Presidents and senior leaders
- Identify new market opportunities and design go-to-market plans
- Build strategic partnerships and foster relationships with key stakeholders
- Analyze market trends and competitive landscape
- Drive consistent achievement of sales targets and profitability goals
- Lead implementation of enhanced sales processes, tools, and methodologies
- Monitor pipeline health and forecast accuracy
- Champion client-centric selling
- Lead, mentor, and develop a team of sales professionals
- Foster a culture of accountability, collaboration, and continuous improvement
- Conduct ongoing external talent mapping and develop hiring pipeline
- Ensure appropriate sales incentive management and allocation
- Drive compliance with FINRA, SEC regulations and fiduciary responsibilities
- Oversee operational processes including territory planning, resource allocation, and expense management
- Leverage data-driven insights to improve efficiency and effectiveness
- Collaborate cross-functionally with Wealth Management practices, Marketing, Finance and others
Requirements
- College degree and/or relevant financial services experience
- Proven track record of delivering revenue growth and building high-performing teams
- Leadership experience in Wealth Management sales highly valued
- Industry credentials (CFA, CFP, CPA, CPWA, CIMA) preferred
- Series 7, 63, and 24 licenses required.
Benefits
- 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
- other voluntary and well-being benefits
- discretionary bonus program that may include an equity component
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
sales processesgo-to-market planspipeline managementdata analysisterritory planningresource allocationexpense managementforecastingclient-centric sellingrevenue growth
Soft skills
leadershipmentoringcollaborationaccountabilitycontinuous improvementrelationship buildingstrategic thinkingcommunicationteam developmentstakeholder management
Certifications
CFACFPCPACPWACIMASeries 7Series 63Series 24