Sr. Wealth Strategist

About the role

Achieve your greatest ambitions with Northern Trust, a global financial institution with over 22,000 partners serving the world's most sophisticated clients. As a Wealth Strategist, you'll play a pivotal role in supporting our growth by developing new investment management relationships in the ultra-high net worth (UHNW) sector.

Responsibilities

• Cultivate new relationships with individuals, families, non-profit institutions, and other entities.
• Share and support Northern Trust's goals-driven wealth management approach to both prospective and current clients.
• Identify prospective clients, share Northern Trust's capabilities in conversations and meetings, and follow through to convert prospects to clients.
• Manage the transition of ongoing client contact and account management to the appropriate teams within Northern Trust.
• Engage as a leader for local civic and philanthropic organizations.

Requirements

• 10+ years of sales and relationship management experience, preferably in wealth management.
• A strong network of Centers of Influence (COIs) for UHNW individuals and families, including attorneys, estate planning professionals, and CPAs.
• In-depth knowledge of fiduciary capabilities and services, including fee structures and documentation.
• The ability to profile a client's financial landscape and needs to determine how best to advise and deliver solutions across Northern Trust's capabilities.
• Strong analytical and sales skills to connect individual client asset situations to Northern Trust's specific offerings.
• Effective communication skills to understand clients' needs and respond with appropriate solutions.
• A willingness to collaborate and work collaboratively across all of Northern Trust to grow the business.

Qualifications

• Series 7 and 63 licenses are required.
• Additional professional designations such as CFP, CFTA, CFA, CIMA are strongly preferred.

Skills

• Exceptional interpersonal and communication skills.
• Ability to build and maintain strong relationships with clients and stakeholders.
• Knowledge of wealth transfer and tax planning strategies.
• Proficiency in using data and analytics to inform decision-making.
• Strong problem-solving and strategic thinking abilities.

Benefits

At Northern Trust, we offer a comprehensive benefits package designed to support your well-being and career growth. This includes competitive compensation, a robust retirement savings plan, health and wellness programs, and opportunities for professional development and advancement.

Pay

Competitive salary based on experience and qualifications.

Schedule

Full-time position with flexible hours to accommodate client needs.

Benefits

Comprehensive benefits package including health insurance, retirement plans, and professional development opportunities.

Contact Information

To apply, visit our careers page or email MyHRHelp@ntrs.com for more information about how your interests and experience could be a fit with Northern Trust.