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. As a senior member of the Northern Trust team, you will oversee new client development, solutions sales strategy, and execution of our goals-driven approach to wealth management planning.

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 individual client asset situations to connect with Northern Trust's specific capabilities and services
• Use strong analytical and sales skills to connect client needs with Northern Trust's offerings
• Communicate effectively with clients to understand their needs and respond with appropriate solutions
• Collaborate with a team of respected experts to understand client needs and showcase how Northern Trust can help them achieve their goals and objectives

Requirements

• 10 or more years of sales and relationship management experience, preferably working with wealth management clients
• A 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 fiduciary capabilities and services
• 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 time understanding both the client and Northern Trust's capabilities
• Ability to collaborate with a team of experts to understand client needs and showcase Northern Trust's offerings

Skills

• Business development and relationship management skills
• Ability to profile client financial landscapes and needs
• Strong analytical and sales skills
• Effective communication skills

Benefits

• Comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits
• Discretionary bonus program that may include an equity component

Pay

$137,400 - 240,400 USD

Schedule

Northern Trust offers a flexible schedule to accommodate the needs of its employees.