Wealth Strategist

About Northern Trust

Northern Trust (Nasdaq: NTRS) is a global leader in innovative wealth management, asset servicing, asset management, and banking services. Founded in 1889, Northern Trust is guided by three Principles That Endure: Service, Expertise, and Integrity. These principles are reflected in the business conduct that Northern Trust strives to instill in its employees, known as partners, and to provide to its clients and the communities it serves worldwide.

Overview

At Northern Trust, the role of a Wealth Strategist is a key business development sales role aimed at supporting the company's growth. Wealth Strategists are responsible for developing new client relationships, particularly in the ultra-high net worth (UHNW) sector, and executing a goals-driven approach to wealth management planning. They work closely with specialists and national resources to identify prospective clients, share Northern Trust's capabilities, and convert prospects into clients. They also manage the transition of ongoing client interactions to the appropriate teams within Northern Trust to enhance and expand existing relationships.

What You’ll Do

• Cultivate new investment management relationships with UHNW individuals, families, and businesses.
• Share and support Northern Trust's goals-driven wealth management approach with both prospective and current clients.
• Profile a client's financial landscape and needs to determine how best to advise and deliver solutions across Northern Trust's capabilities.
• Use strong analytical and sales skills to connect individual client asset situations to Northern Trust's specific offerings.
• Communicate effectively with clients to understand their needs and respond with appropriate solutions.
• Work collaboratively with a team of experts to grow the business.

What Will Make You Successful in the Role

• 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 the best solutions.
• Series 7 and 63 licenses, with additional professional designations such as CFP, CFTA, CFA, or CIMA preferred.