About The Position

The Region Sales Leader at Northern Trust Wealth Management is responsible for driving growth, building a high-performing team , and leading sales operational excellence across their team and the region . The role work s directly with Region President s and senior leaders to develop and execute growth strategies specific to their markets. The Sales Leade r combines strategic vision with hands-on leadership to translate business objectives into actionable plans, foster a culture of accountability and collaboration, and ensure consistent execution that delivers measurable results for clients and the organization.

Requirements

  • Broad industry and fiduciary product knowledge.
  • Understanding of estate and tax planning regulations.
  • Strong analytical, strategic thinking, and problem-solving skills.
  • Excellent communication, negotiation, and relationship-building abilities.
  • College degree and/or relevant financial services experience.
  • Proven track record of delivering revenue growth and building high-performing teams.
  • Series 7, 63, and 24 licenses required .

Nice To Haves

  • Leadership experience in Wealth Management sales highly valued.
  • Industry credentials (CFA, CFP, CPA, CPWA, CIMA) preferred .

Responsibilities

  • Develop growth plans in collaboration with Region Presidents and senior leaders that align to Wealth Management’s strategic priorities and utilize the Global Sales Organization’s growth framework
  • Identify new market opportunities and design go-to-market plans to capture share.
  • Build strategic partnerships and foster relationships with key stakeholders to expand reach .
  • Analyze market trends and competitive landscape to inform decision-making.
  • Drive consistent achievement of sales targets and profitability goals.
  • Lead implementation of enhanced sales processes, tools, and methodologies to optimize performance.
  • Monitor pipeline health and forecast accuracy, ensuring timely reporting and insights.
  • Champion client-centric selling and ensure alignment with Northern Trust brand.
  • Lead, mentor, and develop a team of sales professionals to maximize potential.
  • Foster a culture of accountability, collaboration, and continuous improvement.
  • Provide regular coaching and feedback to enhance individual and team performance.
  • Conduct ongoing external talent mapping and develop hiring pipeline .
  • Lead team in alignment with Northern Trust culture behavior s.
  • Ensure appropriate sales incentive management and allocation based on performance .
  • 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 to deliver seamless execution.

Benefits

  • Northern Trust provides a comprehensive benefits package including 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, and other voluntary and well-being benefits.
  • Northern Trust also provides a discretionary bonus program that may include an equity component.
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