New Business Specialist at Northern Trust in San Diego, California

Job Description:

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.

Major Duties :1. Either supports or takes ownership of prospective client opportunities from internal and external referral source. Referrals may come from all over the country and internationally
• Profiles prospect fully, positions Northern Trust's capabilities and determines appropriate placement on servicing team based on guidelines and knowledge of prospect
• Follows up with prospective clients and their advisors to arrange meetings
• Presents bank product materials to prospective client or designated liaison (e.g. attorney, CPA, etc.)
• Responds to questions, orchestrates RFP responses, develops fee proposals and consults bank partners for additional product/service information when necessary
• Conducts additional prospect analysis to further determine services
• Initiates and follows through on any request for loan, checking or savings account services
by contacting banking and operations areas as appropriate

2. Assist existing Relationship Managers with existing client opportunity expansion as needed. Cross-sells relationship improvement opportunities to existing clients by providing pertinent client update information to partners within appropriate areas of the bank

3. Operates independently; has in-depth knowledge of business unit / function

4. As subject area expert, provides comprehensive, in-depth consulting and leadership to team and partners at a high technical level

5. Carries out activities that are large in scope, cross-functional and technically difficult

6. Role is balanced between high level operational execution and development, and execution of strategic direction of business function activities

7. Responsible for direct interaction with different committees and/or management

8. Strategic in developing, implementing and administering programs within functional areas

9. Utilizes tools and other resources to source new opportunities and research the competitive market landscape

10. Assists in other key initiatives around partner development, advisor development and internal reporting/presentation

Knowledge :• Excellent oral and written communication skills are required

• In-depth Functional / Industry Knowledge is required

• Highly flexible and adaptable to change

• Technical skills / systems knowledge (e.g. Peoplesoft) is required

Experience :A College or University degree and/or relevant proven work experience is required / preferred. Related Industry qualification (e.g. ACCA) is required / preferred

Salary Range:
$109,940 - $148,350

Salary range is an estimate of base pay. Northern Trust provides a comprehensive benefits package, including retirement and pension plan contributions, health and welfare benefits, paid time off, parental and caregiver leave, life insurance, and other wellbeing benefits .

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.