BUSINESS DEVELOPMENT EXECUTIVE – ROLE SUMMARY
As a Business Development Executive you will provide asset management capabilities to financial intermediaries as investment recommendations to RIAs, Wirehouses, Independent B/D’s, and dually registered advisors, positioning FlexShares ETFs, Northern Multi Asset Class Solutions and Northern Funds in the marketplace.
You will be responsible for establishing new relationships in all focus channels, growing and servicing existing client relationships and assisting with procuring new opportunities. You must be able to work effectively and collaboratively with all areas of business within Northern Trust and with financial intermediaries.
PRIMARY DUTIES
- Represent Northern Trust as the Intermediary market presence in a major domestic market center.
- Develop, cultivate and manage relationships – both existing and new – to achieve and exceed our sales targets.
- Grow the use of FlexShares ETFs, Northern Multi Asset Class Solutions and Northern Funds in a defined region, across all major channels (RIA, Independents, BDs, etc.).
- Deliver sales presentations, seminars, and consulting meetings with professional financial advisors and appropriate centers of influence for National and Regional advisory firms and platforms.
- Identify implementation opportunities and marketing/collateral needs, that will help drive adoption and usage of FlexShares ETFs, Northern Multi Asset Class Solutions and Northern Funds.
- Report weekly activities, accomplishments, and opportunities through the Salesforce.com CRM, as well as, interact on a consistent bases with managerial leadership.
- Be a contributing member of a team that thrives on partnership, innovation, and execution.
- Work closely with the National Sales Manager and National Accounts Team to communicate client voice from the field.
- Manage budget to maximize time and resources.
- Coordinate and manage all conference activity and speaking engagements within the region.
- Read regional team, including Regional Market Specialist and Regional Market Associate.
- Maintain a diverse and healthy business in regards, but not limited to: channels, products, geography and clients.
