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FlexShares Business Development Executive

Northern Trust

This is a Full-time position in Atlanta, GA posted November 10, 2021.

FlexShares is the branded Exchange Traded Funds division within Northern Trust (

Our investment approach is rooted in developing client-centric solutions in partnership with our wealth management and asset-servicing businesses which distinguishes FlexShares as an ETF of choice.

FlexShares ETFs span 26 funds and over $15 billion in assets under management as of June 1, 2019.

As a FlexShares Business Development Executive (BDE) you will provide asset management capabilities to financial intermediaries as investment recommendations to RIAs, Independents, BD’s, and dually registered advisors.

You will be responsible for establishing new relationships in all focus channels, growing and servicing existing client relationships and assisting with procuring new opportunities.

You must be able to work effectively and collaboratively with all areas within Northern Trust and with financial intermediaries.

The key responsibilities of the role include:
Call on a subset of Registered Investment Advisors across several business models; Wealth Managers and Independent Advisers, and Broder/Dealers, in order to support and grow their business through the use of FlexShares ETFs in a defined region.
Deliver sales presentations, seminars, and consulting meetings with professional financial advisors and appropriate centers of influence for National and Regional advisory firms and platforms.
Identify implementation opportunities and marketing/collateral needs, that will help drive adoption and usage of Flexshares ETFs
Report weekly activities, accomplishments, and opportunities through the Sales force CRM as well as team and management interactions.
Be a contributing member of a team that thrives on partnership, innovation, and execution
Work closely with the National Sales Manager and National Accounts Team to communicate client voice from the field
Manage budget to maximize time and resources
Coordinate and manage all conference activity and speaking engagements within the region
Work with Business Development Associate (BDA) and Associate Business Development Executive (ADBE) to maximize territory sales coverage.
The successful candidate will benefit from having:
BA/BS degree required
NASD Series 7 and 63 required
MBA, CIMA, CFP or CFA certification helpful
5 years+ direct outside intermediary sales and territory management experience with an ETF, mutual fund, separate account, or hedge fund distributor
Proven ability to sell in person, over the phone, and developing strong client relationships.
Proven understanding and implementation of competitive analytics and analysis and a high adoption rate to new technologies.
Ability to develop relationships with professional financial advisors and deliver ideas and information that will generate sales and assets
Ability to travel extensively on a consistent basis
Exceptional verbal and written communication skills
Exceptional sales presentation skills
High energy, motivated individual, commitment to excellence
Ability to work in a team environment is critical
Reside in the territory
Clean U-4
Job Type: Full-time

relevant: 3 years (Preferred)
Series 7 License (Required)
Series 63 (Required)
Additional Compensation:
Work Location:
Multiple locations
On the road
Health insurance
Dental insurance
Vision insurance
Retirement plan
Paid time off
Professional development assistance
Tuition reimbursement

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