Wealth Strategist

Northern Trust
Florida
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceExperience: 10+ yearsSkills: ["Entrepreneurial spirit","Communication","Collaboration","Analytical skills","Networking"]

Develop new client relationships with ultra-high-net-worth individuals, families, and businesses to support wealth management growth. Lead a consultative, long-term sales approach around investment management and estate planning strategies, partnering with internal specialists and national resources. Create and execute business development strategy, build centers of influence networks, and transition ongoing client contact to the appropriate teams to expand and enhance existing relationships.

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FursaFursa
Northern Trust
Northern Trust
1 month ago

Wealth Strategist

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Last checked: 4 hours agoStatus: Live

Job Summary

Develop new client relationships with ultra-high-net-worth individuals, families, and businesses to support wealth management growth. Lead a consultative, long-term sales approach around investment management and estate planning strategies, partnering with internal specialists and national resources. Create and execute business development strategy, build centers of influence networks, and transition ongoing client contact to the appropriate teams to expand and enhance existing relationships.
Location: Florida
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance

Key Responsibilities

  • •Create and implement business development strategy for a targeted new client base, focused on closing new business.
  • •Cultivate investment management relationships in the ultra-high-net-worth (UHNW) client space and support the goals-driven wealth management approach.
  • •Use a consultative approach on estate planning benefits, including wealth transfer and tax planning strategies for prospective clients and their representatives.
  • •Build personal and professional networks and showcase Northern Trust capabilities to community members, clients (new and existing), and professional advisors.
  • •Manage the transition of ongoing client contact and account management to the appropriate teams to enhance and expand existing relationships.

Key Requirements

  • •10+ years of sales and relationship management experience, preferably supporting wealth management clients.
  • •Strong network of Centers of Influence (attorneys, estate planning professionals, CPAs) or a plan to build one for ultra-high-net-worth individuals and families.
  • •Knowledge of fiduciary capabilities and services, including trusts, wills, investment management, custody, financial consulting, and estate/tax planning with fee structures and documentation.
  • •Ability to analyze a client’s financial landscape and deliver solutions across the full span of wealth management capabilities.
  • •Series 7 and Series 63 licenses required; CFP, CFTA, CFA, or CIMA strongly preferred.
Experience:10+ years
Skills:Entrepreneurial spiritCommunicationCollaborationAnalytical skillsNetworking
Licenses:Series 7Series 63
Certifications:CFPCFTACFACIMA

Eligibility

Visa:H-1BL-1TNO-1E-3H-1B1F-1J-1OPTCPT
Work Authorization:Authorization required. Sponsorship not provided.

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
Glassdoor: 3.9
WebsiteLinkedIn