Northern Trust

3 months ago

Sr Wealth Strategist, Inst

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

Job Summary

Seasoned institutional sales professional selling investment management, advisory, and asset servicing to foundations, endowments, and nonprofits. Builds on a deep market knowledge, leverages networks to generate leads, responds to RFPs, delivers presentations, and cross-sells services, while maintaining regulatory compliance and strong client relationships in a multi-location Los Angeles area market.

Location: Los Angeles

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Sr. Manager level

Key Responsibilities

•Sell investment management, advisory, and asset servicing services to the institutional market (foundations, endowments, nonprofits) with investable assets of $10-250 million.
•Identify prospective clients via networks and internal contacts; actively call in-market to raise brand awareness, obtain leads, and qualify prospects.
•Respond to RFPs using Central Sales Support; complete RFPs and deliver to prospects; coordinate and conduct sales presentations with internal teams.
•Maintain in-depth knowledge of the target market to position oneself as a technical expert and resource; participate in industry conferences and programs.

Pay and Benefits

Salary: USD 158,010 - 276,460 annually

Equity and Bonus:Equity

Perks:401kPensionHealth InsuranceDentalVisionLife InsuranceAnnual BonusEquity

Key Requirements

•10+ years of experience in institutional sales or related role.
•Thorough understanding of investment, custody, and consulting products for foundations, institutions, endowments and nonprofit organizations.
•CIMA, Series 7 and 63 licenses.
•Excellent communication, presentation, and analytical skills.
•Ability to develop rapport with prospects and present bank product materials to clients or designated liaison.

Experience:10+ yearsFinancial servicesWealth managementInstitutional sales

Education:Bachelor's

Skills:CommunicationPresentationAnalyticalRelationship-buildingNegotiation

Certifications:CIMASeries 7Series 63

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, Inst

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

Job Summary

Location: Los Angeles

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Sr. Manager level

Key Responsibilities

•Sell investment management, advisory, and asset servicing services to the institutional market (foundations, endowments, nonprofits) with investable assets of $10-250 million.
•Identify prospective clients via networks and internal contacts; actively call in-market to raise brand awareness, obtain leads, and qualify prospects.
•Respond to RFPs using Central Sales Support; complete RFPs and deliver to prospects; coordinate and conduct sales presentations with internal teams.
•Maintain in-depth knowledge of the target market to position oneself as a technical expert and resource; participate in industry conferences and programs.

Pay and Benefits

Salary: USD 158,010 - 276,460 annually

Equity and Bonus:Equity

Perks:401kPensionHealth InsuranceDentalVisionLife InsuranceAnnual BonusEquity

Key Requirements

•10+ years of experience in institutional sales or related role.
•Thorough understanding of investment, custody, and consulting products for foundations, institutions, endowments and nonprofit organizations.
•CIMA, Series 7 and 63 licenses.
•Excellent communication, presentation, and analytical skills.
•Ability to develop rapport with prospects and present bank product materials to clients or designated liaison.

Experience:10+ yearsFinancial servicesWealth managementInstitutional sales

Education:Bachelor's

Skills:CommunicationPresentationAnalyticalRelationship-buildingNegotiation

Certifications:CIMASeries 7Series 63

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