Sr. Wealth Strategist- Client Development Sales Director- Denver
$103k - $225kNorthern Trust
About Northern Trust: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.Job Summary:The Wealth Strategist / Client Development Sales Director is responsible for cultivating new relationships with individuals, families, non-profit institutions and other entities. As a member of the Wealth Strategist Northern Trust team, this individual will be responsible for new client development, solutions strategy and execution of the firm’s advice-driven approach. Leveraging our local team of specialists and national resources, the individual will identify prospective clients, present Northern Trust capabilities in conversations and meetings, and follow through to convert prospects to clients. The Wealth Strategist / Client Development Sales Director maintains ongoing contact with clients, promoting the enhancement and expansion of existing relationships. He or she will serve as a brand ambassador in the community, actively engaging as a leader for local civic and philanthropic organizations.Major Duties:- Develops and executes an advice-based branding strategy delivered to prospective and current clients.- Articulates and presents the full capabilities and services of Northern Trust to members of the community, clients, professional advisors and prospective clients.- Cultivates external and internal professional and personal networks to identify and develop prospective new client relationships as well as existing client relationships.- Profiles prospective client’s financial picture and possible needs to determine how to best advise and deliver solutions.- Consults with clients and their attorneys on the benefits of estate planning capabilities/services utilizing a knowledge of wealth transfer and tax planning strategies.- Maintains current in-depth knowledge of a full range of trust-oriented services (e.g., personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and tax planning).- Maintains periodic contact with clients and acts as a liaison between clients and the rest of the firm for various activities.- Deepens existing relationships by working with integrated teams.Qualifications:- Candidates should have 10 or more years of sales and relationship management experience.- Candidates should have knowledge of fiduciary capabilities and services (e.g., personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and tax planning), including fee structures and documentation.- This position requires Series 7 and 63 licenses.- Professional designations such as CFP, CTFA, CFA, are preferred.Salary Range:$103,000 - 225,000 USDSalary 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 provides a discretionary bonus program that may include an equity component.Working with Us: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. #MadeForGreater Reasonable accommodationNorthern 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 View email address on click.appcast.io hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.Apply today and talk to us about your flexible working requirements and together we can achieve greater.SummaryLocation: Denver, COType: Full time
$137.4k - $240.4k
...the world’s most sophisticated clients using leading technology and exceptional... ...service.At Northern Trust, our Wealth Strategist position is a key business development sales role to support our growth.... ...we can achieve greater.SummaryLocation: Denver, COType: Full timeSeniorFull timeLocal areaFlexible hours$200k - $240k
...doing what’s right for our clients.At CIBC, we embrace your strengths... ...you'll be doingAs a Senior Wealth Strategist, you are responsible for... ...graphical summaries.Business Development Support: Support business... ...more about us.Job LocationCO-Denver, 100 Saint Paul StEmployment...SeniorFull timeRemote work- ...and delivering for our clients, teammates, communities... ...engagement, and career development. Our approach includes... ...expanding our presence in Denver. The Senior... ...relationships through sales, prospecting, and enhancing... ...Foreign Exchange, and Wealth Management and facilitates...SeniorWork experience placementWork at officeLocal areaFlexible hoursShift workDay shift
$108k - $250k
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...States | Loveland, Colorado, United States | Denver, Colorado, United StatesEmployment type:... ...’ll also have access to: ~ Career development with an international company where you... ...in a collaborative environment, t he Sales Specialist will partner with internal...WorldwideNight shift$88k - $160k
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...Description The Investment Strategist is responsible for... ...department of the client services team,... ...hand in hand with Director of Planning to... ...experience in a wealth management firm, with... ...Approx.) 30% Team Development/Support 20% Client... ...-18808-Ljbffr Northwestern Mutual - Denver- Robert Half Marketing and Creative has a client looking for an experienced Sr Account Director to lead a major client relationship within an agency setting in Denver, Colorado. This Contract position is ideal for a senior account leader who brings extensive consumer packaged...SeniorContract work
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$100k
...We are recruiting for a surgical device client seeking a surgical implant rep in Denver . This is a brand-new position at an existing company that just... ...successfully rolled out internationally. The National Sales Manager, Global Sales Manager, VP of Sales, and above...Full time$110k - $130k
Pharmaceutical Sales Representative Location: Denver CO My client, an innovative pharmaceutical company with a growing footprint in neurology, is expanding its commercial team following the successful launch of its first branded therapy in epilepsy. This is your...Full time- ...customer footprint in the existing region.Achieve quarterly and annual sales forecasts and quotas for TTM products.Identify and implement... ...LocationsWork ShiftSummaryLocation: USA CO - Louisville; USA - Colorado - Denver; USA - Arizona - PhoenixType: Full timeFull timeWork at officeRemote work
$132k - $198k
...counts. Together, employees create impact through teamwork, trust, and a shared commitment to excellence. Work Location: Dallas, TX or Denver, CO-HybridThe RoleThe Senior Lead Network Engineer is an experienced technical leader responsible for ensuring the accuracy,...SeniorLocal area$57.8k - $67.5k
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