Senior Wealth Strategist: Build Elite Client Partnerships
CFA Institute
Northern Trust invites a Wealth Strategist to lead client development, overseeing new relationships with individuals, families, and institutions. You will shape solutions, coordinate with specialists, and guide transitions to ongoing account teams while representing the firm locally. You will leverage a strong COI network, apply estate planning and tax planning insights, and work with a team to grow the business. The role emphasizes service, integrity, and collaboration across the organization. #J-18808-Ljbffr CFA Institute
Vacancy posted 4 days ago
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