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New business booking, updating and support – including NTAM
Prepare fee proforma and profitability analysis
Prepare, support and coordinate matters in relation to sales presentations and due diligence visits such as presentations, briefing memos, prep sessions, agendas, etc
Assist sales managers in the preparation and finalisation of RFPs ensuring accurate, timely and quality proposals that are customised to prospects' needs
Produce regular prospect and sales snapshot reports and ad hoc reports for management
Ensure adherence to A-approach throughout the sales process.
Maintain referral tracker report – internal and external
Schedule and manage EMEA fee review submissions
Marketing principal responsibilties
Manage and oversee relationships with external industry publications.
Collaborate with corporate and wealth management marketing teams on award submissions
Ownership of EMEA presentation material – figure and product updates, etc.
Review and enhance case studies to drive client trends externally.
Assist with direct client and prospect marketing campaigns – strategic recommendations to management regarding marketing and events ideas.
White papers – liaising with US and customising for UK use through corporate marketing, compliance & legal
Source opportunities for GFO to summit written submissions to publications on products, technology, client themes and trends to drive external brand elevation
Identify events applicable to GFO sector, weed out 'industry' requests and present only value adding and real contending conferences as options to senior management.
The successful candidate will benefit from having:
A strong background with a good understanding of the wealth management industry
Direct or indirect experience in interacting with clients or prospects and meeting their needs
Excellent organizational skills and comfort in prioritizing competing demands
Ability to perform under pressure and to be flexible with working when required
Excellent written and verbal communication skills
Self- motivated, self-starting and ability to bring entrepreneurial approach to work / opportunity sourcing
Experience in client and prospect focused marketing
The competencies that would be valuable for this role include:
Strong communication skills
Committed and self-motivated individual
Organised with ability to prioritise work / needs
Adaptable and flexible to needs of a growing client servicing and sales group
About Northern Trust
For more than a century, Northern Trust has worked hard building our legacy of outstanding service, expertise and integrity. From a Chicago-based bank founded in 1889, we now have more than 20 international locations and 16,500 employees globally. We serve the world's most-sophisticated clients – from sovereign wealth funds and the wealthiest individuals and families, to the most-successful hedge funds and corporate brands.
We burnished our reputation as a global leader delivering innovative investment management, asset and fund administration, fiduciary and banking solutions enabled by sophisticated, leading technology. And through it all, we continually laid a solid, forward-looking foundation on which future generations can continue growing and achieving greater.
Northern Trust proudly cultivates a diverse workforce, to serve our diverse client base. We strongly believe that diversity of experience contributes to a broader collective perspective that will consistently lead to a better company. We encourage applications from the best regardless of ethnicity, gender, gender identity, age, nationality, disability, sexual orientation, education, socio-economic background, parental and caring status, or religion.
As of March 31, 2018, Northern Trust Corporation had:
$10.8 trillion in assets under custody/administration