Sr. Wealth Strategist

Northern Trust
Oregon
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceExperience: 10+ yearsSkills: ["Communication","Collaboration","Analytical skills","Relationship management","Entrepreneurial mindset"]

Drive new client development for wealth management by building relationships with ultra-high-net-worth individuals, families, and businesses. Develop and execute business development strategies, consult on wealth transfer and tax/estate planning, and identify prospective opportunities through networks and Centers of Influence. Serve as a liaison across Northern Trust to convert prospects to clients, then transition ongoing client management to the appropriate teams while representing the brand in the community.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Northern Trust
Northern Trust
5 months ago

Sr. Wealth Strategist

âś“ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 7 hours agoStatus: Live

Job Summary

Drive new client development for wealth management by building relationships with ultra-high-net-worth individuals, families, and businesses. Develop and execute business development strategies, consult on wealth transfer and tax/estate planning, and identify prospective opportunities through networks and Centers of Influence. Serve as a liaison across Northern Trust to convert prospects to clients, then transition ongoing client management to the appropriate teams while representing the brand in the community.
Location: Oregon
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •Create and implement business development strategy for targeted new client base.
  • •Cultivate new investment management relationships in the UHNW client space and persistently follow through to grow business.
  • •Provide consultative guidance on estate planning services, using knowledge of wealth transfer and tax planning strategies.
  • •Develop internal and external personal/professional networks to identify opportunities and showcase Northern Trust capabilities.
  • •Manage the transition of ongoing client contact and account management to the appropriate teams to enhance and expand relationships.

Key Requirements

  • •10+ years of sales and relationship management experience, preferably in wealth management.
  • •Ability to build a strong network of Centers of Influence (attorneys, estate planning professionals, CPAs) for ultra-high-net-worth individuals and families.
  • •Knowledge of fiduciary capabilities and services (e.g., trusts, wills, investment management, custody, estate and tax planning), including fee structures and documentation.
  • •Willingness to profile clients’ financial landscapes and advise on solutions across Northern Trust capabilities.
  • •Series 7 and 63 licenses required; additional designations such as CFP, CFTA, CFA, or CIMA strongly preferred.
Experience:10+ yearsWealth managementEstate planningTax planning
Skills:CommunicationCollaborationAnalytical skillsRelationship managementEntrepreneurial mindset
Licenses:Series 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
Glassdoor
Glassdoor: 3.9
WebsiteLinkedIn