Northeast & South Region Sales Leader 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 Managements strategic priorities and utilize the Global Sales Organizations 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.

Sales Excellence

• 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.

Leadership & Coaching

• 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.

Operational Execution

• 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.

Knowledge & Skills:

• 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.

Education & Experience:

• 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.