Sales Associate, Institutional
5 months ago
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.
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.
- Ability to utilize a personal computer is needed to develop sales tools.
- Good interpersonal, written and verbal communication skills are required to interact with clients.
Experience:
- 2 or more years of related experience.
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.
Reasonable accommodation
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.
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