Wealth Strategist

About Northern Trust

As a global leader in innovative wealth management, asset servicing, asset management, and banking services, Northern Trust (Nasdaq: NTRS) guides the world’s most successful individuals, families, corporations and institutions. With more than 135 years of financial experience and over 24,000 partners, we serve sophisticated clients using leading technology and outstanding service.

• Sells bank products and services to individuals focusing on trust products.
• Cultivates existing bank clients and internal & external contacts to identify and develop prospective clients.
• Researches prospect's financial picture and possible needs to determine how to best provide service.
• Composes letters to prospective clients and follows up with telephone calls to arrange meetings.
• Presents bank product materials to prospective clients or designated liaisons (e.g., attorneys, CPAs).
• Responds to questions, consulting bank partners for additional product/service information when necessary, and conducts additional prospect analysis.
• Consults with clients and their attorneys on the benefits of estate planning products/services.
• Analyzes property/assets and develops alternatives (e.g., creation of living or insurance trusts).
• Consults with clients and their attorneys to determine appropriate plans for estate taxes.
• Utilizes knowledge of inheritance, gift, income, and estate taxes to sell services to clients.

• Maintains current in-depth knowledge of a full range of trust‑oriented services (personal trusts, living trusts, wills, investment management, security custody, financial consulting, estate and tax planning).
• Initiates and follows through on any request for loan, checking, or savings account services by contacting banking and operations areas as appropriate.
• Develops a perspective on individual client situations to use as a vehicle for selling products.
• Maintains periodic contact with clients and acts as a liaison between the client and the rest of the bank for various activities (setting up accounts, facilitating transactions).
• Cross‑sells relationship‑improvement opportunities to existing clients by providing pertinent client update information to partners within appropriate areas of the bank.
• Sets personal sales goals with manager based on sales history and product knowledge.
• Knowledge of fiduciary products and services, including fee structures and documentation.
• 3–5 years of trust sales or trust relationship management experience.
• Analytical and sales skills are required to relate individual customer asset situations to specific products.
• Interactive skills are required to comprehend prospect needs and respond with the appropriate solutions.

Salary Range: $131,905 – $224,135 USD (base pay).

• Retirement benefits (401(k) and pension)
• Health and welfare benefits (medical, dental, vision, self‑service accounts, disability)
• Paid time off, parental and caregiver leave
• Life & accident insurance
• Discretionary bonus program (may include an equity component)
• Other voluntary and well‑being benefits

Applicants must be authorized to work in the U.S. without the need for employment‑based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity.

We are committed to providing adjustments for individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at  or discuss your requirements with the recruiter you are working with.