Sr. Wealth Strategist

Overview

At Northern Trust, the Wealth Strategist / Client Development Sales Executive is a key business development sales role to support growth. As a senior member of the team, you will oversee new client development, solutions sales strategy, and execution of a 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 client transition and account management to the appropriate teams and serve as a local brand ambassador in the community.

• 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 to cultivate new investment management relationships. You’ll share our goals‑driven wealth management approach and develop new business with persistence and patience.
• You’ll take a long‑term consultative approach with clients (and their attorneys) on the benefits of estate planning services, using your knowledge of wealth transfer and tax planning strategies. You’ll check in regularly and act as their liaison 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, existing clients, and professional advisors.
• You understand this is an all‑encompassing endeavor – you have a plan to look for opportunities in your communities, networks, and philanthropic organizations.
• You won’t be alone – you will work with a full team of respected experts to provide support and showcase how Northern Trust can help clients achieve their goals.

• You live and breathe business development and have 10 or more years of sales and relationship management experience, preferably with wealth management clients.
• You have (or a plan to build) a strong network of Centers of Influence (COIs) for ultra‑high net worth individuals and families, including attorneys, estate planners, and CPAs.
• You have knowledge of fiduciary capabilities and services (personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and tax planning) and keep up‑to‑date with fee structures and documentation.
• You can profile a client’s financial landscape and determine how best to advise and deliver solutions across Northern Trust’s full span of capabilities.
• Series 7 and 63 licenses are required. Additional professional designations such as CFP, CFTA, CFA, CIMA are strongly preferred.
• You use strong analytical and sales skills to connect client asset situations to our capabilities and services.
• Your strong communication skills will ensure you understand clients’ needs and respond with appropriate solutions.
• You value collaboration and look forward to working with others across Northern Trust to grow the business.

$137, USD

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k 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 and well‑being benefits. Northern Trust also offers a discretionary bonus program that may include an equity component.

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