Sr. Wealth Strategist- Client Development Sales Director- Denver

Northern Trust
Denver
Workplace: OnsiteFull timeUSD 103,000 - 225,000Function: SalesExperience: 10+ yearsSkills: ["Relationship management","Networking","Client communication","Strategic planning","Community engagement"]

Cultivate new wealth-management client relationships and expand existing ones by delivering an advice-based approach. Identify prospects, present Northern Trust capabilities, and follow through to convert opportunities into clients. Maintain ongoing client contact and serve as a community brand ambassador while consulting on estate planning and trust-oriented services, supported by local specialists and national resources.

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FursaFursa
Northern Trust
Northern Trust
3 months ago

Sr. Wealth Strategist- Client Development Sales Director- Denver

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Source: Company careers pageValidated by: Fursa AI
Last checked: 18 minutes agoStatus: Live
Reposted: similar role first listed 4 months ago

Job Summary

Cultivate new wealth-management client relationships and expand existing ones by delivering an advice-based approach. Identify prospects, present Northern Trust capabilities, and follow through to convert opportunities into clients. Maintain ongoing client contact and serve as a community brand ambassador while consulting on estate planning and trust-oriented services, supported by local specialists and national resources.
Location: Denver
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Director level

Key Responsibilities

  • •Develop and execute an advice-based branding strategy for prospective and current clients.
  • •Articulate and present the firm’s trust, investment, custody, and related services to community members, clients, and advisors.
  • •Cultivate professional and personal networks to identify and develop new and existing client relationships.
  • •Consult with clients and their attorneys on estate planning benefits using wealth transfer and tax planning strategies.
  • •Maintain client relationships and act as a liaison between clients and the rest of the firm while deepening integrated-team work.

Pay and Benefits

Salary: USD 103,000 - 225,000
Equity and Bonus:Equity
Perks:401kPensionHealth InsuranceDentalVision

Key Requirements

  • •10+ years of sales and relationship management experience.
  • •Knowledge of fiduciary capabilities and services, including fee structures and documentation.
  • •Must have Series 7 and 63 licenses.
  • •Ability to profile a prospective client’s financial picture to determine best-fit advice and solutions.
  • •Professional designations such as CFP, CTFA, or CFA are preferred.
Experience:10+ yearsWealth managementFinancial servicesEstate planningFiduciary services
Skills:Relationship managementNetworkingClient communicationStrategic planningCommunity engagement
Licenses:Series 7Series 63
Certifications:Series 7Series 63CFPCTFACFA

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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