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Senior UHNW Wealth Strategist

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: Squillace & Associates, P.C.
Full Time position
Listed on 2026-10-12
Job specializations:
  • Finance & Banking
  • Sales
Salary/Wage Range or Industry Benchmark: 137000 - 240000 USD Yearly USD 137000.00 240000.00 YEAR
Job Description & How to Apply Below

Northern Trust seeks a Wealth Strategist/Client Development Sales Executive in Boston to build and manage relationships with UHNW individuals and families. You will drive new business development, present comprehensive wealth management capabilities, and coordinate across teams to convert prospects into lasting clients.

You will cultivate a strong COI network, leverage fiduciary knowledge, and apply a goals-driven approach to estate and tax planning, ensuring long-term client success.

The Senior UHNW Wealth Strategist position in the Management & Operations, Sales field is open for applications.

We have an opening for a Senior UHNW Wealth Strategist in Boston, MA, United States within Management & Operations, Sales.

This role, Senior UHNW Wealth Strategist at Squillace & Associates, P.C., could be your next opportunity.

Are you ready to take on the Senior UHNW Wealth Strategist role at Squillace & Associates, P.C.?

Position Requirements
10+ Years work experience
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