Wealth Strategist Sales Associate

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, the company is guided by three principles: Service, Expertise, and Integrity. These principles are reflected in the company's commitment to its partners and the communities it serves.

Sales Associate, Wealth Strategies, Wealth Management

The Sales Associate role supports the sales process for Wealth Strategists, focusing on:

• Researching prospects using approved tools
• Cultivating and identifying potential prospects
• Preparing materials for prospect, COI, or client meetings and presentations
• Organizing and compiling reports for meetings and presentations
• Making necessary arrangements for meetings involving travel, audio-visual aids, and reservations
• Performing special projects related to account inquiries and issues
• Implementing a proactive DRIP campaign to convert leads into prospects
• Reviewing and organizing asset/family information and trust documents
• Assimilating information from prospects and attorneys regarding new business opportunities
• Maintaining active prospect files and reminders for follow-up
• Composing letters to prospective clients and scheduling meetings
• Communicating with partner areas to fulfill client needs
• Responding to individual prospects/client inquiries through written correspondence or phone calls
• Gaining knowledge of a full range of trust-oriented services
• Attending meetings and classes to stay updated on personal financial planning products and services

Qualifications

• Undergraduate degree or equivalent experience
• Strong computer skills - PowerPoint, Word, Excel
• Some years of wealth management or similar experience
• Basic knowledge of personal financial planning, trust, and investment products and services
• Organizational and personal computer skills to prepare materials for meetings and presentations
• Knowledge of various departments and divisions of the bank to direct inquiries and requests for client-related information
• Interactive skills to understand and respond to the needs of Wealth Strategists and prospects

Benefits

Northern Trust offers 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
• Voluntary and well-being benefits
• A discretionary bonus program with an equity component

Work Authorization

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust does not sponsor applicants for U.S. work visas for this opportunity.