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: 13 hours agoStatus: Live

Job Summary

Senior wealth sales and relationship management role focused on developing UHNW client relationships, delivering full-spectrum wealth management solutions, and coordinating with internal experts. You’ll lead business development, leverage COIs, and navigate estate planning and fiduciary services while transitioning clients to account teams. Aiming to grow new business in Portland and surrounding communities with a collaborative, client-centric approach.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Sr. Manager level

Key Responsibilities

•Develop and execute a business development strategy to grow the UHNW client base in targeted areas.
•Cultivate new investment management relationships with UHNW individuals, families, and businesses, and convert prospects to clients.
•Provide long-term consultative guidance on estate planning, wealth transfer, and tax planning in collaboration with clients and attorneys.
•Build and leverage internal and external networks to showcase Northern Trust capabilities to clients, communities, and professional advisors.
•Collaborate with a team of experts to understand client needs and expand relationships across Northern Trust services.

Key Requirements

•10+ years of sales and relationship management experience, preferably with wealth management clients.
•Strong network of Centers of Influence (COIs) including attorneys, estate planning professionals, and CPAs.
•Knowledge of fiduciary capabilities and services (personal trusts, living trusts, wills, investment management, custody, estate and tax planning) with up-to-date understanding.
•Ability to profile a client’s financial landscape and tailor advisory solutions across Northern Trust capabilities.
•Series 7 and 63 licenses are required; CFP, CFA, CIMA or other designations strongly preferred.

Experience:10+ yearsWealth managementSalesRelationship management

Skills:CommunicationCollaborationRelationship managementNegotiation

Certifications:Series 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

✓ 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: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Sr. Manager level

Key Responsibilities

•Develop and execute a business development strategy to grow the UHNW client base in targeted areas.
•Cultivate new investment management relationships with UHNW individuals, families, and businesses, and convert prospects to clients.
•Provide long-term consultative guidance on estate planning, wealth transfer, and tax planning in collaboration with clients and attorneys.
•Build and leverage internal and external networks to showcase Northern Trust capabilities to clients, communities, and professional advisors.
•Collaborate with a team of experts to understand client needs and expand relationships across Northern Trust services.

Key Requirements

•10+ years of sales and relationship management experience, preferably with wealth management clients.
•Strong network of Centers of Influence (COIs) including attorneys, estate planning professionals, and CPAs.
•Knowledge of fiduciary capabilities and services (personal trusts, living trusts, wills, investment management, custody, estate and tax planning) with up-to-date understanding.
•Ability to profile a client’s financial landscape and tailor advisory solutions across Northern Trust capabilities.
•Series 7 and 63 licenses are required; CFP, CFA, CIMA or other designations strongly preferred.

Experience:10+ yearsWealth managementSalesRelationship management

Skills:CommunicationCollaborationRelationship managementNegotiation

Certifications:Series 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