Position Details

Type Full-Time

Experience entry

Exp. Years 0+ years

Education A college or university degree

Category Sales & Business Development

About this role

Market Associate (Internal Wholesaler) at Northern Trust to sell ETF, Mutual Fund, and Multi-Asset Class products to prospective clients in a hybrid Chicago-based role.

Key Responsibilities

Sell investment products to clients
Cross-sell bank products
Prepare sales presentations
Manage territory and client reporting
Maintain knowledge of products and regulations

Technical Overview

Sales role focusing on financial products with basic CRM tools and client reporting; requires NASD Series licenses or ability to obtain quickly.

Ideal Candidate

The ideal candidate is an entry-level internal wholesaler with knowledge of investment products and NASD licenses, skilled at prospecting and building client relationships.

Must-Have Skills

College degree or relevant proven work experienceNASD Series 7 and 63 required or able to obtain within first 90 daysKnowledge of investment management across products and segments

Nice-to-Have Skills

Securities industry experienceExperience selling ETF or Mutual Fund productsKnowledge of Northern's other products and services

Required Skills

investment productsetfmutual fundmulti asset classsecuritiessecurities industry knowledgesales presentationsterritory managementclient reportingportfolio knowledgecrmprospectingsales strategyrelationship building

Hard Skills

Investment productsETFMutual fundsMulti-asset classSecuritiesSecurities industry knowledgeSecurities productsSales presentationsTerritory managementClient reportingPortfolio knowledgeCRMProspectingSales strategyRelationship building

Soft Skills

CommunicationSalesRelationship buildingNegotiationTime managementTeamwork

Certifications

Required

NASD Series 7NASD Series 63

Industry & Role

Industry Banking

Job Function Generate revenue by selling Northern Trust's investment products through internal wholesale channels

Role Subtype Sales Associate

Keywords for Your Resume

market associateinternal wholesalerinvestment productsetfmutual fundmulti asset classsecuritiessecurities industry knowledgesales presentationsterritory managementclient reportingportfolio knowledgecrmprospectingsales strategyrelationship buildingnasd 7nasd 63bankingnorthern trustsalary rangehybridillinoischicagomutual funds

Deal Breakers

Lack of NASD licenses, No college degree, Lack of client relationship experience, Unwilling to work hybrid in Chicago

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