Position Details
About this role
Market Associate (Internal Wholesaler) is a financial services sales role focused on selling ETF, Mutual Fund, and Multi Asset Class products, cross-selling, and maintaining client relationships for Northern Trust Asset Management from a Chicago hybrid office.
Key Responsibilities
- Sell ETF, Mutual Fund and Multi Asset Class products
- Cross-sell products and services and maintain relationships
- Identify new prospects and prepare business plans
- Prepare sales presentations
- Manage territorial responsibilities and client reporting
Technical Overview
Non-technical role; emphasizes investment management knowledge and securities products; no distinct IT stack.
Ideal Candidate
The ideal candidate is a mid-level financial services sales professional with NASD Series 7 and Series 63 licensing, strong investment management knowledge, and a proven ability to build and maintain client relationships in a hybrid Chicago setting.
Must-Have Skills
Required Skills
Hard Skills
Soft Skills
Certifications
Required
Industry & Role
Keywords for Your Resume
Deal Breakers
Lack of NASD Series 7 or NASD Series 63 licenses, Bachelor's degree not disclosed or not in a related field, Unable to work in Chicago/hybrid environment
Get matched to jobs like this
Luna finds roles that fit your skills and career goals — no endless scrolling required.
Create a Free Profile