Sr. Wealth Strategist/ Client Development Sales Executive
Northern Trust, Denver, CO, United States
About Northern Trust
Northern Trust, a Fortune 500 company, is a globally recognized, award‑winning financial institution that has been in continuous operation since 1889. With more than 135 years of financial experience and over 22,000 partners, we provide innovative financial services and guidance to corporations, institutions, affluent families, and individuals worldwide, remaining true to our enduring principles of service, expertise, and integrity.
We’re hiring a Northern Trust Wealth Strategist As a senior member of the Northern Trust team, you will oversee new client development, solutions sales strategy, and execution of our goals‑driven approach to wealth management planning. You will identify prospective clients, share Northern Trust capabilities, and convert prospects to clients. You will also manage the transition to account management teams and serve as a local brand ambassador.
What You’ll Do
You’ll bring your entrepreneurial spirit, motivation to close new business, collaboration and communication skills together to create and implement a business development strategy and approach for your targeted new client base.
You’ll work with ultra high net worth (UHNW) individuals, families and businesses as you cultivate new investment management relationships in the UHNW client space, sharing and supporting our goals‑driven wealth management approach and developing new business year after year.
You’ll take a long‑term consultative approach with clients and their representatives, including attorneys, on the benefits of estate planning services, utilizing your knowledge of wealth transfer and tax planning strategies, and regularly check in with clients as their needs evolve.
You’ll cultivate internal and external personal and professional networks to identify new client relationships and showcase the full capabilities and services of Northern Trust to community members, clients (new and existing), and professional advisors.
You understand this is an all‑encompassing endeavor and have a plan to look for opportunities and connections in your communities, networks, and philanthropic organizations.
You will have and be expected to work with a full team of respected experts to provide support, understand clients’ needs, and showcase how Northern Trust can help them achieve their goals and objectives.
What Will Make You Successful In The Role
You live and breathe business development and have 10 or more years of sales and relationship management experience, preferably working with wealth management clients.
You have or plan to build a strong network of Centers of Influence (COIs) for ultra‑high net worth individuals and families, including attorneys, estate planning professionals, and CPAs.
You have knowledge of fiduciary capabilities and services (e.g., personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and tax planning), including fee structures and documentation.
You are able to profile a client’s financial landscape and needs to determine how best to advise and deliver solutions across Northern Trust’s capabilities.
Series 7 and 63 licenses are required; additional professional designations such as CFP, CFTA, CFA, CIMA are strongly preferred.
You know how to use your strong analytical and sales skills to connect individual client asset situations to our specific capabilities and services.
Your strong communication skills will ensure you can understand clients’ needs and respond with appropriate solutions.
You value the input of others and look forward to working collaboratively across all of Northern Trust to grow the business. No lone wolves here!
Working With Us As a Northern Trust employee, you will be part of a flexible and collaborative work culture grounded in financial strength and stability. We encourage movement within the organization, senior leaders are accessible, and we take pride in working for a company committed to strengthening the communities we serve. Join a workplace with greater purpose.
Salary Range $137,400 – 240,400 USD
Benefits Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401(k) and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary well‑being benefits. Northern Trust also offers a discretionary bonus program that may include an equity component.
Reasonable Accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.
Apply today and talk to us about your flexible working requirements. We value an inclusive workplace and understand that flexibility means different things to different people.
#J-18808-Ljbffr
We’re hiring a Northern Trust Wealth Strategist As a senior member of the Northern Trust team, you will oversee new client development, solutions sales strategy, and execution of our goals‑driven approach to wealth management planning. You will identify prospective clients, share Northern Trust capabilities, and convert prospects to clients. You will also manage the transition to account management teams and serve as a local brand ambassador.
What You’ll Do
You’ll bring your entrepreneurial spirit, motivation to close new business, collaboration and communication skills together to create and implement a business development strategy and approach for your targeted new client base.
You’ll work with ultra high net worth (UHNW) individuals, families and businesses as you cultivate new investment management relationships in the UHNW client space, sharing and supporting our goals‑driven wealth management approach and developing new business year after year.
You’ll take a long‑term consultative approach with clients and their representatives, including attorneys, on the benefits of estate planning services, utilizing your knowledge of wealth transfer and tax planning strategies, and regularly check in with clients as their needs evolve.
You’ll cultivate internal and external personal and professional networks to identify new client relationships and showcase the full capabilities and services of Northern Trust to community members, clients (new and existing), and professional advisors.
You understand this is an all‑encompassing endeavor and have a plan to look for opportunities and connections in your communities, networks, and philanthropic organizations.
You will have and be expected to work with a full team of respected experts to provide support, understand clients’ needs, and showcase how Northern Trust can help them achieve their goals and objectives.
What Will Make You Successful In The Role
You live and breathe business development and have 10 or more years of sales and relationship management experience, preferably working with wealth management clients.
You have or plan to build a strong network of Centers of Influence (COIs) for ultra‑high net worth individuals and families, including attorneys, estate planning professionals, and CPAs.
You have knowledge of fiduciary capabilities and services (e.g., personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and tax planning), including fee structures and documentation.
You are able to profile a client’s financial landscape and needs to determine how best to advise and deliver solutions across Northern Trust’s capabilities.
Series 7 and 63 licenses are required; additional professional designations such as CFP, CFTA, CFA, CIMA are strongly preferred.
You know how to use your strong analytical and sales skills to connect individual client asset situations to our specific capabilities and services.
Your strong communication skills will ensure you can understand clients’ needs and respond with appropriate solutions.
You value the input of others and look forward to working collaboratively across all of Northern Trust to grow the business. No lone wolves here!
Working With Us As a Northern Trust employee, you will be part of a flexible and collaborative work culture grounded in financial strength and stability. We encourage movement within the organization, senior leaders are accessible, and we take pride in working for a company committed to strengthening the communities we serve. Join a workplace with greater purpose.
Salary Range $137,400 – 240,400 USD
Benefits Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401(k) and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary well‑being benefits. Northern Trust also offers a discretionary bonus program that may include an equity component.
Reasonable Accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.
Apply today and talk to us about your flexible working requirements. We value an inclusive workplace and understand that flexibility means different things to different people.
#J-18808-Ljbffr