Northern Trust

4 weeks ago

Senior Wealth Strategist

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Senior Wealth Strategist role focused on business development and client relationship growth in wealth management. You’ll cultivate UHNW individuals and families, develop strategies for investment management, estate planning, and fiduciary services, and convert prospects to clients. You’ll leverage a national network of specialists, coordinate with attorneys and CPAs, and drive long-term wealth solutions while collaborating with a team of experts.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Key Responsibilities

•Develop and implement a business development strategy for targeted new client base to close new opportunities
•Cultivate new investment management relationships with ultra high net worth individuals, families and businesses and expand current client relationships
•Provide long-term consultative guidance on estate planning, wealth transfer and tax planning to clients and their representatives
•Build and nurture internal and external networks to identify new client relationships and showcase Northern Trust capabilities
•Collaborate with a full team of experts to understand client needs and connect them with appropriate Northern Trust services

Pay and Benefits

Salary: USD 130,530 - 228,380 annually

Equity and Bonus:Equity

Perks:401kPensionLife InsuranceAnnual BonusEquity

Key Requirements

•10+ years of sales and relationship management experience, preferably with wealth management clients
•Strong network of Centers of Influence (COIs) for UHNW individuals and families (attorneys, estate planning professionals, CPAs)
•Knowledge of fiduciary capabilities and services (personal trusts, living trusts, wills, investment management, custody, estate and tax planning)
•Ability to profile a client’s financial landscape and advise across Northern Trust capabilities
•Series 7 and 63 licenses are required; CFP, CFA, CIMA are strongly preferred

Experience:10+ yearsWealth managementFinancial services

Skills:CommunicationNegotiationNetworkingClient managementSales

Certifications:Series 7Series 63CFPCFACIMA

Languages:English

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

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

4 weeks ago

Senior Wealth Strategist

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Key Responsibilities

•Develop and implement a business development strategy for targeted new client base to close new opportunities
•Cultivate new investment management relationships with ultra high net worth individuals, families and businesses and expand current client relationships
•Provide long-term consultative guidance on estate planning, wealth transfer and tax planning to clients and their representatives
•Build and nurture internal and external networks to identify new client relationships and showcase Northern Trust capabilities
•Collaborate with a full team of experts to understand client needs and connect them with appropriate Northern Trust services

Pay and Benefits

Salary: USD 130,530 - 228,380 annually

Equity and Bonus:Equity

Perks:401kPensionLife InsuranceAnnual BonusEquity

Key Requirements

•10+ years of sales and relationship management experience, preferably with wealth management clients
•Strong network of Centers of Influence (COIs) for UHNW individuals and families (attorneys, estate planning professionals, CPAs)
•Knowledge of fiduciary capabilities and services (personal trusts, living trusts, wills, investment management, custody, estate and tax planning)
•Ability to profile a client’s financial landscape and advise across Northern Trust capabilities
•Series 7 and 63 licenses are required; CFP, CFA, CIMA are strongly preferred

Experience:10+ yearsWealth managementFinancial services

Skills:CommunicationNegotiationNetworkingClient managementSales

Certifications:Series 7Series 63CFPCFACIMA

Languages:English

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

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