Sr Wealth Strategist, Inst

Overview

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.

• Sells investment management, advisory, and asset servicing services to the institutional market, focusing on foundations, endowments, and not‑profit organizations with investable assets of $10–$250 million.
• Utilizes business network and internal contacts to identify prospective clients.
• Actively calls in‑market to raise brand awareness, obtain leads, and qualify prospective prospects.
• Responds to RFPs utilizing Central Sales Support; maintains responsibility for completion and delivery to the prospect.
• Coordinates and conducts sales presentations including participation by appropriate internal professionals.
• Maintains in‑depth knowledge of issues affecting the target market to position oneself as a technical expert and resource.
• Participates in industry‑related conferences and programs that may include speaking engagements.
• Identifies opportunities to cross‑sell other services and products to the target market.
• Works closely with local management to leverage the network and ensure client retention.
• Assumes responsibility for complex and sensitive client and account activities as assigned by manager.
• Researches prospects’ financial picture and possible needs to determine best service solutions.
• Develops rapport with prospects and arranges meetings to continue the sales process.
• Presents bank product materials to prospective client or designated liaison (e.g., attorney, CPA).

• Thorough understanding of the investment, custody, and consulting products used by foundations, institutions, endowments, and nonprofit organizations.
• Excellent communication, presentation, and analytical skills.
• Sound understanding of market segment considerations for professional money manager and custodian selection.
• Knowledge of philanthropic and planned giving strategies is helpful.
• Knowledge of federal, state, and local laws and regulations acquired through formal education and work experience.
• Analytical and sales skills required to relate individual customer asset situations to specific products.
• Interactive skills required to comprehend prospect needs and respond with appropriate solutions.

• 10+ years minimum experience in an institutional sales or related role.
• In‑depth knowledge of the target market and the assigned territory.
• Credentialed with CIMA, Series 7, and 63.

$158,010 – 276,460 USD. 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 and well‑being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve!

Join a workplace with a greater purpose. We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today.

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

• Mid‑Senior level

• Full‑time

• Finance and Sales