Northern Trust

3 months ago

Sr. Wealth Strategist

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Senior wealth advisor responsible for selling trust and investment management products to high-net-worth individuals, coordinating with attorneys and financial professionals, and ensuring fiduciary and tax planning compliance. Leverages extensive experience in trust sales to identify client needs, develop bespoke solutions, and grow long-term relationships across estate planning, inheritance, and wealth management services.

Location: New York

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Sr. Manager level

Key Responsibilities

•Sell bank products and services to individuals focusing on trust and investment management products.
•Develops rapport with prospects and arranges meetings to continue the sales process and presents materials to prospective clients or designated liaison.
•Consults with clients and their attorneys on the benefits of estate planning products/services and analyzes property/assets to develop alternatives.
•Maintains current knowledge of fiduciary services and applicable laws to ensure compliant financial planning activities.
•Cross-sells relationship improvement opportunities to existing clients by providing updates to partners within appropriate areas of the bank.

Pay and Benefits

Salary: USD 158,010 - 276,460 annually

Equity and Bonus:Equity

Perks:401kPensionPaid LeaveHealth InsuranceEquity

Key Requirements

•10 years of trust sales or trust relationship management.
•Knowledge of fiduciary products and services (e.g. personal trusts, living trusts, wills, investment management, security custody, financial consulting, estate planning).
•Knowledge of federal, state, and local laws and regulations that apply to personal fiduciary, and estate and tax planning services.
•Analytical and sales skills required to relate individual customer asset situations to specific products and respond to prospect needs.
•Ability to consult with clients and their attorneys to determine appropriate plans and services (estate planning, tax planning).

Experience:10+ yearsWealth managementTrustFiduciaryEstate planningFinancial advisory

Skills:Relationship managementCommunicationPresentationNegotiationSales

Languages:English

Company Brief

Northern Trust

Global financial services firm providing wealth management, asset servicing, asset management, and banking solutions to institutions, corporations, and affluent individuals, with a focus on custody, investment management, and technology-driven services.

Industry: Asset Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Chicago, United States

Founded: 1889

Glassdoor: 3.9

Website LinkedIn

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Northern Trust

3 months ago

Sr. Wealth Strategist

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Location: New York

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Sr. Manager level

Key Responsibilities

•Sell bank products and services to individuals focusing on trust and investment management products.
•Develops rapport with prospects and arranges meetings to continue the sales process and presents materials to prospective clients or designated liaison.
•Consults with clients and their attorneys on the benefits of estate planning products/services and analyzes property/assets to develop alternatives.
•Maintains current knowledge of fiduciary services and applicable laws to ensure compliant financial planning activities.
•Cross-sells relationship improvement opportunities to existing clients by providing updates to partners within appropriate areas of the bank.

Pay and Benefits

Salary: USD 158,010 - 276,460 annually

Equity and Bonus:Equity

Perks:401kPensionPaid LeaveHealth InsuranceEquity

Key Requirements

•10 years of trust sales or trust relationship management.
•Knowledge of fiduciary products and services (e.g. personal trusts, living trusts, wills, investment management, security custody, financial consulting, estate planning).
•Knowledge of federal, state, and local laws and regulations that apply to personal fiduciary, and estate and tax planning services.
•Analytical and sales skills required to relate individual customer asset situations to specific products and respond to prospect needs.
•Ability to consult with clients and their attorneys to determine appropriate plans and services (estate planning, tax planning).

Experience:10+ yearsWealth managementTrustFiduciaryEstate planningFinancial advisory

Skills:Relationship managementCommunicationPresentationNegotiationSales

Languages:English

Company Brief

Northern Trust

Industry: Asset Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Chicago, United States

Founded: 1889

Glassdoor: 3.9

Website LinkedIn