Sr. Wealth Strategist​/Client Development Sales Executive

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

As a key business development sales role, the Wealth Strategist position supports our growth by cultivating new relationships with individuals, families, non‑profit institutions, and other entities.

• Develop and implement a business development strategy and approach for your targeted new client base.
• Work with ultra high net worth individuals, families and businesses to cultivate new investment management relationships in the UHNW client space.
• Share and support our goals‑driven wealth management approach to both prospective and current clients to develop new business.
• Take a long‑term consultative approach with clients (and their representatives including attorneys) on the benefits of estate planning services, utilizing knowledge of wealth transfer and tax planning strategies.
• Check in regularly with clients and act as liaison to Northern Trust as their needs evolve.
• Cultivate internal and external personal and professional networks to identify new client relationships.
• Showcase the full capabilities and services of Northern Trust to members of the community, clients (new and existing) and professional advisors.
• Work with a full team of respected experts to provide support, understand potential clients’ needs and showcase how Northern Trust can help them.

• 10 or more years of sales and relationship management experience, preferably working with wealth management clients.
• Strong network of Centers of Influence (COIs) for ultra‑high net worth individuals and families, including attorneys, estate planning professionals, and CPAs.
• Knowledge of fiduciary capabilities and services (personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and tax planning), including fee structures and documentation.
• Ability to profile a client’s financial landscape and needs to determine how best to advise and deliver solutions across the full span of Northern Trust capabilities.
• Willingness to spend time understanding both the client and what Northern Trust can offer to bring success to the client.

• Series 7 and 63 licenses are required.
• Additional professional designations such as CFP, CFTA, CFA, CIMA are strongly preferred.

• Salary Range: $137, USD (base pay estimate).
• 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.
• Discretionary bonus program that may include an equity component.

Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship status, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law.

It is the policy and practice of Northern Trust to provide equal employment opportunities to all…