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Senior Director Attorney

$137.4k - $240.4k

The Association of Technology, Management and Applied Engineering

Title: Director of Client Development – Global Family Office (GFO) 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. We provide innovative financial services and guidance to the world's most successful individuals, families, and institutions, 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. Position Description Lead market development officer (sales representative) for Northern Trust's Global Family Office business focused on U.S.-based family office, business owner, and private investment office client community. Primarily responsible for sourcing and closing new business opportunities across investments, asset administration, banking, technology, fiduciary and other advisory solutions. Establishes a productive referral source network to include key external advisors, Northern Trust partners and regional offices, and across Northern Trust's existing GFO regional clients. Reports directly to GFO Head of Client Development as a senior member of the sales and advisory team. For more information on Northern Trust's Global Family Office business: Primary Duties & Responsibilities Understand and position a broad range of products and services to target prospects focusing on trust and investment management solutions. Utilize business and personal contacts to identify prospective clients and advisor networks. Lead, end to end, the sales process (identification, profiling/discovery, product positioning/differentiation, closing and onboarding). Research prospects' comprehensive financial profile and assess requisite product solutions. Develop rapport with prospects (and other influencers) and arrange meetings to drive the sales process. Present bank product materials to prospective client or designated liaison (e.g., attorney, CPA, investment consultant, etc.). Respond to various inquiries and consult internal partners across Northern Trust business units for additional product/service information when necessary. Develop and maintain an understanding of and respect all applicable local laws and regulations pertaining to fiduciary, investment, banking and other services to ensure compliance of relationship servicing and solicitation activities. Initiate and follow through on any request for loan, checking, or savings account services by contacting banking and operations areas as appropriate. Maintain periodic contact with clients who may serve as references and/or referral sources. When requested, cross-sell relationship improvement opportunities to existing clients by providing pertinent client update information to partners within appropriate areas of the bank. Set personal sales goals with manager based on sales history and product knowledge. Assist the GFO Regional Managing Director with market strategy, competitor analysis and other development needs. Represent Northern Trust's Global Family Office at relevant prospect/COI events. Establish strong working relationship and collaborate with other international teams across the enterprise. Provide referrals to other wealth strategists in GFO and/or Wealth Management based on where the opportunity best aligns. Respect and abide by risk and compliance (e.g., AML/KYC) standards and processes established by the enterprise. Necessary Knowledge & Skills Knowledge of local market practices and networks to source business. Deep understanding of Northern Trust's products and services across the enterprise. Analytical and sales skills to relate individual customer asset situations to specific products. Interactive skills to comprehend prospect needs and respond with appropriate solutions. Necessary Experience & Education 8–10 years of trust/investment sales and (or) relationship management. Prior experience in working with Single Family Offices, Private Trust Company, Private Investment Office prospects/clients preferred. Series 7 & 66 licenses required. Salary Range

$137,400 – 240,400 USD

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401(k) 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. Benefits Flexible and collaborative work culture, career development opportunities, inclusive workplace, and other company benefits as described above. 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. Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at View email address on click.appcast.io. #J-18808-Ljbffr The Association of Technology, Management and Applied Engineering

Vacancy posted 17 hours ago
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