Sr. Wealth Strategist- Client Development Sales Director- Denver

About the role

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution with over 22,000 partners serving the world’s most sophisticated clients. Founded in 1889, Northern Trust remains true to its principles of service, expertise, and integrity.

Responsibilities

• Develops and executes an advice-based branding strategy delivered to prospective and current clients.
• Articulates and presents the full capabilities and services of Northern Trust to members of the community, clients, professional advisors, and prospective clients.
• Cultivates external and internal professional and personal networks to identify and develop prospective new client relationships as well as existing client relationships.
• Profiles prospective clients’ financial picture and possible needs to determine how to best advise and deliver solutions.
• Consults with clients and their attorneys on the benefits of estate planning capabilities/services utilizing a knowledge of wealth transfer and tax planning strategies.
• Maintains current in-depth knowledge of a full range of trust-oriented services (e.g., personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and tax planning).
• Maintains periodic contact with clients and acts as a liaison between clients and the rest of the firm for various activities.
• Deepens existing relationships by working with integrated teams.

Requirements

• 10 or more years of sales and relationship management experience.
• Knowledge of fiduciary capabilities and services (e.g., personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and tax planning), including fee structures and documentation.
• This position requires Series 7 and 63 licenses.
• Professional designations such as CFP, CTFA, CFA are preferred.

Qualifications

• Knowledge of fiduciary capabilities and services (e.g., personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and tax planning), including fee structures and documentation.
• This position requires Series 7 and 63 licenses.
• Professional designations such as CFP, CTFA, CFA are preferred.

Skills

• Strong communication and interpersonal skills.
• Ability to build and maintain strong client relationships.
• Knowledge of estate planning and tax planning strategies.
• Ability to articulate the full range of Northern Trust’s services effectively.

Benefits

At Northern Trust, we offer a 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
• Other voluntary and well-being benefits
• A discretionary bonus program that may include an equity component

Pay

$103,000 - 225,000 USD

Schedule

Full-time

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.