Business Development Administrative Associate-Jacksonville,Florida at Northern Trust in North Palm Beach, Florida

Job Description:

Job Summary:

The Jacksonville office has an opportunity for a Business Development Associate to assist Wealth Strategists with the major components of the sales process relating to the acquisition of new trust and investment management clients. Responsibilities include prospect research, pipeline maintenance, marketing support for the business unit, presentation preparation, and other activities essential to effectively manage the sales and marketing process. The target market is high net worth individuals and families, Family Offices, Foundations, Endowments, and Non-profit organizations.

Major Duties:

1.Prepare and customize materials for sales meetings and presentations.

2. Responsible for supporting the business unit in all aspects of marketing and charitable giving.

3. Works with Wealth Strategists to maintain active prospect files and reminders to initiate calls for proper follow up.

4. Coordinates the process for new account documentation.

5. Enters and manages prospect information in the enterprise relationship management system to maintain an accurate pipeline for the wealth strategists and monthly sales projections for sales management.

6. Researches prospects through various external sources in preparation for sales calls and presentations.

7. Manages correspondence and reports for the Wealth Strategists, focused on proactive outreach initiatives.

8. Submits account documents to the legal area and external attorneys to obtain missing information, correct documents, clarify information, and resolve problem situations.

9. Performs special projects (i.e. coordinating reports, preparing account analysis and workflow reports) that require responding to specific account inquiries and issues.

10. Communicates with partner areas on all aspects of a client relationship and initiates activity which fulfills a partner's or client's needs.

11. Other duties as requested including project work for business unit President.

Qualifications:

Knowledge of personal wealth management market and related products and services. Excellent analytical, organizational and communication skills are necessary. Strong computer skills, including Excel, Word and Power Point are required.

Business, Liberal Arts degree and/or equivalent work/education experience in a related role. Candidate should have 3 or more years of related client/sales servicing work experience. Knowledge of personal wealth management market and related products and services.

About Northern Trust:

Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With over 130 years of financial experience and nearly 20,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.

Working with Us:

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company that is committed to strengthening the communities we serve!

We recognize the value of inclusion and diversity in culture, in thought, and in experience, which is why we are honored to receive the following awards in 2021:

•Gender Equality Index Member, Bloomberg

•Top Financial & Banking Company, Black EOE Journal, Hispanic Network Magazine, Professional WOMAN'S Magazine

We'd love to learn more about how your interests and experience could be a fit with one of America's best banks and most sustainable companies! Build your career with us and apply today.

Additional Information