Sr. Wealth Strategist

About the role

At Northern Trust, our Wealth Strategist position is a key business development sales role to support our growth. Wealth Strategists are responsible for cultivating new relationships with individuals, families, non-profit institutions, and other entities. This is a client development sales executive role.

Responsibilities

• Cultivate new investment management relationships in the UHNW client space
• Share and support our goals-driven wealth management approach to both prospective and current clients to develop new business
• Profile a client's financial landscape and needs to determine how best to advise and deliver solutions across the full span of Northern Trust capabilities
• Understand both the client and what Northern Trust can offer to bring success to the client
• Use strong analytical and sales skills to connect individual client asset situations to our specific capabilities and services
• Communicate effectively with clients to understand their needs and respond with the appropriate solutions

Requirements

• 10 or more years of sales and relationship management experience, preferably working with wealth management clients
• Strong network of Centers of Influence (COIs) for ultra-high net worth individuals and families to include attorneys, estate planning professionals, and CPAs
• Knowledge of fiduciary capabilities and services (e.g., personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and tax planning)
• Ability to keep up-to-date with in-depth knowledge of Northern Trust capabilities
• Series 7 and 63 licenses are required. Additional professional designations such as CFP, CFTA, CFA, CIMA are strongly preferred

Qualifications

• Strong communication skills
• Willingness to spend the time understanding both the client and what Northern Trust can offer to bring success to the client
• Collaborative attitude towards working with all of Northern Trust to grow the business

Skills

• Business development and relationship management
• Financial planning and wealth management
• Client profiling and needs assessment
• Communication and interpersonal skills
• Understanding of fiduciary responsibilities and trust administration

Benefits

No benefits section provided in the job posting.

Pay

$158,010 - 276,460 USD

Schedule

No schedule information provided in the job posting.