What are the responsibilities and job description for the West Region Sales Leader - Wealth Management position at Jobs via eFinancialCareers?
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.
Job Title : West Region Sales Manager - Wealth Management
Job Description Summary:
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 works directly with Region Presidents and senior leaders to develop and execute growth strategies specific to their markets. The Sales Leader 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.
Job Responsibilities :
Growth Architecture
$197,455 - 345,575 USD
Salary range is a good faith estimate of base pay. 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.
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.
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.
Job Title : West Region Sales Manager - Wealth Management
Job Description Summary:
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 works directly with Region Presidents and senior leaders to develop and execute growth strategies specific to their markets. The Sales Leader 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.
Job Responsibilities :
Growth Architecture
- 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 behaviors.
- 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.
- 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.
- Leadership experience in Wealth Management sales highly valued.
- Industry credentials (CFA, CFP, CPA, CPWA, CIMA) preferred.
- Series 7, 63, and 24 licenses required.
$197,455 - 345,575 USD
Salary range is a good faith estimate of base pay. 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.
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.
Salary : $197,455 - $345,575