The Sales Associate, Institutional supports the sales team through market research, prospect analysis, proposal and RFP development, sales reporting, and presentation preparation.
This role supports business development by keeping the team organized, informed, and focused on priority opportunities across target sectors.
Responsibilities
Maintain current market research across target markets and sectors.
Research new markets and sectors of interest.
Develop prospect profiles and partner with sales managers on priority opportunities.
Support RFP and proposal development by gathering timely, accurate information and tailoring responses to prospect needs.
Prepare fee models and proposals.
Coordinate materials and logistics for sales presentations and due diligence meetings, including presentation books, agendas, briefing materials, and supporting documents.
Maintain the sales prospect database.
Represent Northern Trust with the sales team at select conferences, as appropriate.
Support the planning and execution of Northern Trust hosted conferences in partnership with event managers.
Produce monthly prospect and sales snapshot reports, quarterly sales insight reports, and other recurring or ad hoc reporting for senior management.
Analyze prospect data to help the sales team prioritize target markets, identify differentiators, and assess product gaps.
Experience and Knowledge
College degree or equivalent experience.
2 or more years of related experience.
Knowledge of financial products, services, and core sales concepts.
Experience with data analysis and visualization tools such as SQL, Tableau, Power BI, and Excel is preferred.
Strong interpersonal, written, and verbal communication skills with the ability to work effectively with clients and internal partners.
#LI-MG1
#Hybrid
Salary Range:
$88,900 - 151,100 USD
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.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
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 MyHRHelp@ntrs.com .
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.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
Benefits
Health insuranceDental insuranceVision insurance401(k)Flexible scheduleEquity / stock optionsPerformance bonusParental leave
Additional Information
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.
Sales Associate, Institutional
Ntrs · Chicago, IL