Jobs in Park Ridge, IL

About The Position

Requirements

• A college or university degree and/or relevant proven work experience is required.
• NASD Series 7 and 63 required or able to obtain within first 90 days.
• Knowledge of investment management areas across all products and segments such as fixed income, active and passive equities, cash, securities, and international, as well as, other Northern products and services, usually acquired through related work experience, is required to respond to client's needs.
• Ability to communicate and sell Northern products and services to generate revenue for the bank.
• Knowledge of securities industry products and services in order to compete with other financial institutions.

Responsibilities

• Sells ETF, Mutual Fund and Multi Asset Class products and services to prospective clients generating revenue for the bank.
• Cross sells Northern Trust's products and services and maintains ongoing relationships with clients.
• Assists in identifying new prospects by researching potential needs and prioritizing and producing a business plan.
• Assists in preparing sales presentations to clients utilizing knowledge of our products and services.
• Manages territorial responsibilities including contact management database and client reporting.
• Utilizes knowledge of bank's investment, trust, custody and securities products and services to work with other internal partners and recommend new services or products to clients where possible.
• Maintains thorough knowledge of our products and services by initiating frequent contact with partners and keeping abreast of laws and regulations affecting the industry.
• Maintains knowledge of competitors and their products and services.
• Accountable for the performance/profitability of the area as compared to the plan.
• May have direct interaction with committees and/or senior management.
• Able to serve as a key subject matter expert and mentor to other more junior level employees.
• Delivers a work product that requires less revision.
• Able to facilitate discussions and reach decisions.

Benefits

• 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
• other voluntary and well-being benefits
• discretionary bonus program that may include an equity component