Northern Trust

3 months ago

Wealth Strategist/Sales Rep

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Wealth Strategist/Sales Rep responsible for selling bank products and fiduciary services to high-net-worth individuals, focusing on trust and investment management. You’ll identify prospective clients, assess financial pictures, and collaborate with attorneys and advisors to craft estate planning solutions. A strong emphasis on relationship-building, cross-selling, and delivering tailored financial planning guidance within a premier wealth management platform.

Location: New York, Boston

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Sell bank products and services to individuals with a focus on trust and investment management products.
•Identify prospective clients via contacts and area files; develop client-specific sales strategies.
•Manage complex client and account activities and coordinate with internal teams to deliver fiduciary services and estate planning solutions.
•Research clients’ financial situations to determine needs and best service delivery; present materials to clients or designated contacts.
•Maintain knowledge of fiduciary products, laws, and regulations; cross-sell relationship improvement opportunities to existing clients.

Key Requirements

•5-7 years of trust sales or trust relationship management
•Knowledge of fiduciary products and services (personal trusts, living trusts, wills, investment management, security custody, estate planning) and related fee structures
•Ability to analyze client asset situations and propose suitable solutions
•Strong sales and presentation skills with the ability to develop rapport and convert prospects
•Experience collaborating with attorneys, CPAs, and financial advisors to implement estate plans and fiduciary strategies

Experience:5-7 yearsFinanceFinancial servicesWealth management

Skills:CommunicationRelationship-buildingPresentationNegotiationSales

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

Wealth Strategist/Sales Rep

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Location: New York, Boston

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Sell bank products and services to individuals with a focus on trust and investment management products.
•Identify prospective clients via contacts and area files; develop client-specific sales strategies.
•Manage complex client and account activities and coordinate with internal teams to deliver fiduciary services and estate planning solutions.
•Research clients’ financial situations to determine needs and best service delivery; present materials to clients or designated contacts.
•Maintain knowledge of fiduciary products, laws, and regulations; cross-sell relationship improvement opportunities to existing clients.

Key Requirements

•5-7 years of trust sales or trust relationship management
•Knowledge of fiduciary products and services (personal trusts, living trusts, wills, investment management, security custody, estate planning) and related fee structures
•Ability to analyze client asset situations and propose suitable solutions
•Strong sales and presentation skills with the ability to develop rapport and convert prospects
•Experience collaborating with attorneys, CPAs, and financial advisors to implement estate plans and fiduciary strategies

Experience:5-7 yearsFinanceFinancial servicesWealth management

Skills:CommunicationRelationship-buildingPresentationNegotiationSales

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