Northern Trust · 1 day ago
Northeast & South Region Sales Leader - Wealth Management
New York, NY
Full-time
Hybrid
Senior Level
$197K/yr - $346K/yrNorthern Trust is a globally recognized financial institution providing innovative financial services. The Region Sales Leader is responsible for driving growth, building a high-performing team, and leading sales operational excellence across their team and the region.
BankingFinanceFinancial ServicesWealth Management
Responsibilities
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
Qualification
Required
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
Series 7, 63, and 24 licenses required
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
Preferred
Industry credentials (CFA, CFP, CPA, CPWA, CIMA)
Benefits
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
Other voluntary and well-being benefits
Discretionary bonus program that may include an equity component
Company
Northern Trust
Northern Trust is a global leader in delivering innovative investment management, asset and fund administration, fiduciary and banking.
Founded in 1889
10001+ employees
H1B Sponsorship
Northern Trust has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (180)
2024 (203)
2023 (102)
2022 (74)
2021 (298)
2020 (83)
Funding
Current Stage
Public CompanyTotal Funding
$1.25B2025-11-20Post Ipo Debt· $1.25B
1978-01-13IPO
Leadership Team
Michael O'Grady
President, Chief Executive Officer & Director
Peter Cherecwich
Chief Operating Officer
Recent News
Business Wire
2025-12-18
2025-12-11
Company data provided by crunchbase