Senior Sales Associate – Global Family Office
Northern Trust
full-time
Posted on:
Location Type: Hybrid
Location: Chicago • Illinois • New York • United States
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Salary
💰 $74,200 - $126,200 per year
Job Level
About the role
- Assist Wealth Strategists with all aspects of the sales process relating to identification of potential prospects
- Work on active calling efforts; researching and uncovering potential prospects
- Prepare materials for client meetings and new business presentations
- Coordinate sales activities around seminars and events
- Review new business documentation prepared by sales associates
- Model pricing on new opportunities
- Ensure timely management of the sales process
- Develop in-depth knowledge of trust-oriented services
- Communicate with partner areas on all aspects of a prospect/client relationship
- Assist in special projects as requested by GFO executive team
Requirements
- Undergraduate Degree or equivalent experience
- Strong computer skills, Salesforce experience preferred
- 2-5 years of financial services sales or relationship management experience
Benefits
- Health and welfare benefits (medical, dental, vision, spending accounts and disability)
- Retirement benefits (401k and pension)
- 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 & Tools
sales processprospect identificationpricing modelingfinancial services salesrelationship management
Soft Skills
communicationorganizationresearchpresentation preparationtimely management
Certifications
Undergraduate Degree