Sr Wealth Strategist, Inst

Northern Trust
Los Angeles, California
Workplace: OnsiteFull timeUSD 158,010 - 276,460 annuallyFunction: Administration & Executive AssistanceExperience: 10+ yearsSkills: ["Communication","Presentation","Analytical skills","Rapport building","Sales skills"]

Sell investment management, advisory, and asset servicing solutions to institutional clients (foundations, endowments, and nonprofit organizations). Use your network and in-market prospecting to generate leads, qualify prospects, and research client financial needs. Lead RFP responses with Central Sales Support, coordinate sales presentations, and position yourself as a technical expert. Present product materials, cross-sell additional services, maintain compliance with applicable laws, and support client retention through coordination with local management.

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FursaFursa
Northern Trust
Northern Trust
4 months ago

Sr Wealth Strategist, Inst

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Last checked: 9 hours agoStatus: Live

Job Summary

Sell investment management, advisory, and asset servicing solutions to institutional clients (foundations, endowments, and nonprofit organizations). Use your network and in-market prospecting to generate leads, qualify prospects, and research client financial needs. Lead RFP responses with Central Sales Support, coordinate sales presentations, and position yourself as a technical expert. Present product materials, cross-sell additional services, maintain compliance with applicable laws, and support client retention through coordination with local management.
Location: Los Angeles, California
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •Sell investment management, advisory, and asset servicing services to institutional clients with investable assets of $10–$250 million.
  • •Identify prospective clients using your business network and internal contacts.
  • •Actively call in-market to raise brand awareness, obtain leads, and qualify prospective prospects.
  • •Respond to RFPs using Central Sales Support and maintain responsibility for completion and delivery.
  • •Coordinate sales presentations and cross-sell additional services to support client retention and account activities.

Pay and Benefits

Salary: USD 158,010 - 276,460 annually
Equity and Bonus:Equity
Perks:401kPensionHealth InsuranceDentalVisionPaid LeaveParental LeaveLife Insurance

Key Requirements

  • •10 years minimum experience in institutional sales or a related role.
  • •In-depth knowledge of the target market and assigned territory.
  • •CIMA, Series 7 and 63.
  • •Thorough understanding of investment, custody, and consulting products used by foundations, institutions, endowments, and nonprofit organizations.
  • •Knowledge of federal, state, and local laws and regulations applicable to financial planning activities.
Experience:10+ yearsInstitutional salesWealth managementFinancial servicesAsset management
Skills:CommunicationPresentationAnalytical skillsRapport buildingSales skills
Certifications:CIMASeries 7Series 63

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
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Glassdoor: 3.9
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