Sr. Wealth Strategist/ Client Development Sales Executive

About the role

As a Wealth Strategist at Northern Trust, you will be responsible for:

• Cultivating new relationships with individuals, families, non-profit institutions, and other entities.
• Sharing Northern Trust's capabilities in conversations and meetings to convert prospects to clients.
• Managing the transition of ongoing client contact and account management to the appropriate teams within Northern Trust.
• Engaging as a leader for local civic and philanthropic organizations.

Responsibilities

You'll bring your entrepreneurial spirit, motivation to close new business, collaboration and communication skills together to create and implement a business development strategy and approach for your targeted new client base. You'll work with ultra high net worth (UHNW) individuals, families and businesses as you cultivate new investment management relationships in the UHNW client space. You'll share and support our goals-driven wealth management approach to both prospective and current clients to develop new business. And you'll do that year after year with persistence and patience.

• 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.
• Use your 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.
• Collaborate with a full team of respected experts to understand the needs of potential clients and showcase how Northern Trust can help them achieve their goals and objectives.

Requirements

You must have:

• At least 10 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, including fee structures and documentation.
• The ability to keep up-to-date with in-depth knowledge of wealth transfer and tax planning strategies.
• Series 7 and 63 licenses are required. Additional professional designations such as CFP, CFTA, CFA, CIMA are strongly preferred.

Qualifications

You should have:

• A bachelor's degree or higher.
• Experience in wealth management or related field.
• Strong analytical and communication skills.
• Ability to build and maintain relationships with clients and colleagues.

Skills

Essential skills include:

• Business development and relationship management.
• Client relationship management.
• Financial planning and analysis.
• Communication and interpersonal skills.
• Problem-solving and decision-making abilities.

Benefits

At Northern Trust, you will enjoy:

• 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, and other voluntary and well-being benefits.
• A discretionary bonus program that may include an equity component.

Pay

$137,400 - 240,400 USD

Schedule

Northern Trust offers a flexible schedule to accommodate your needs.