Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Wealth Strategist — Trust & Estate Planning Leader

$158.01k - $276.46k

The Northern Trust Company

Northern Trust, a Fortune 500 company, is seeking an experienced professional to focus on trust sales and investment management services. Candidates should have a strong understanding of fiduciary products and sales experience, alongside excellent analytical skills. The role involves developing client relationships, ensuring compliance with fiduciary regulations, and effectively cross-selling financial services. Northern Trust offers a competitive salary range of $158,010 to $276,460 and comprehensive benefits including a discretionary bonus program. #J-18808-Ljbffr Northern Trust

Vacancy posted 14 hours ago
Similar jobs that could be interesting for youBased on the Senior Wealth Strategist — Trust & Estate Planning Leader in Seattle, WA vacancy
  • $158.01k - $276.46k

    Northern Trust Corp in Seattle is seeking a Sr Wealth Strategist. The role requires 5-7 years of experience in trust sales or relationship management. You will sell bank products, consult on estate planning, and work closely with clients and their advisors. Ideal candidates... 
    Senior

    Northern Trust Corp

    Seattle, WA
    1 day ago
  •  ...Personnel Services, Inc. is seeking a qualified JD to advise clients on estate and wealth transfer strategies, draft legal documents such as wills and trusts, and assist with tax-efficient succession planning. Candidates should have at least 4 years of experience in trusts... 
    Senior

    Liberty Personnel Services, Inc.

    Seattle, WA
    1 day ago
  •  ...Advisors’ Strategic and Legacy Planning department as a Senior Family Wealth Strategist. The Senior Family...  ...Strategist is a thought leader in wealth strategy,...  ...guidance and education on estate, tax, philanthropic, and...  ...10 years’ experience in trust and estate planning or administration... 
    Senior
    Work at office
    Remote work

    Beacon Pointe

    Seattle, WA
    14 hours ago
  • $70k - $130k

     ...Senior Associate Wealth Strategist Our team continues to grow! The Senior...  ...wealth transfer planning a primary component...  ...Strategists for tax and estate planning, business succession planning, trust and charitable planning...  ...compensation Leaders who support your development... 
    Senior
    Temporary work
    Flexible hours

    RBC

    Seattle, WA
    14 hours ago
  • Google is looking for a Trust and Safety Ads Scams Analyst in Seattle to protect users from offline scams while enhancing the advertiser experience. You will collaborate across teams, utilizing data analytics to drive solutions and improve platform safety. Ideal candidates... 
    Senior

    Google

    Seattle, WA
    2 days ago
  • $116k - $167k

    Google Inc. is seeking a Senior Strategist for Ads and Shopping in Seattle, WA. This role focuses on ensuring user safety while optimizing solutions...  ...’s degree, substantial experience in data analytics and trust safety, and skills in SQL and Python. The compensation... 
    Senior

    Google Inc.

    Seattle, WA
    3 days ago
  • $158.01k - $276.46k

    Sr Wealth Strategist page is loaded## Sr Wealth Strategistlocations: Seattle...  ...: R155299**About Northern Trust:**Northern Trust, a...  ...attorneys onthe benefits of estate planning products/services.Analyzes...  ...is encouraged, senior leaders are accessible, and you can... 
    Senior
    Local area
    Flexible hours

    Northern Trust Corp

    Seattle, WA
    14 hours ago
  • Baker Tilly International seeks a Private Wealth Tax Principal to lead its wealth management practice. This role focuses on compliance...  ...for high-net-worth individuals, providing strategic tax planning and advice. The ideal candidate will have over 15 years of experience... 
    Senior

    Baker Tilly International

    Seattle, WA
    3 days ago
  • $94k - $175k

    KeyCorp is seeking a Sr Fiduciary Strategist in Seattle to manage fiduciary responsibilities and advise high-net-worth clients. This...  ...developing strong family relationships, facilitating estate planning, and collaborating closely with the Relationship Management... 
    Senior

    KeyCorp

    Seattle, WA
    14 hours ago
  • $165k - $345k

     ...Washington Job Summary The Family Wealth Strategist serves as the lead advisor...  ...in investible assets. This senior-level role is responsible...  ...management, wealth planning, trust services, and banking solutions...  ...knowledge of tax, investment, estate planning, and philanthropic... 
    Work experience placement
    Work at office
    Flexible hours
    Night shift

    Key Bank

    Seattle, WA
    1 day ago
  • U.S. Bank is looking for a PWM Wealth Planner in Seattle, WA, responsible for providing clients with comprehensive and personalized planning services such as lifestyle, protection, and tax planning. The ideal candidate will have a bachelor's degree and over 10 years of... 
    Senior

    Us Bank

    Seattle, WA
    4 days ago
  • U.S. Bank in Seattle is seeking a Private Wealth Advisor to identify and deepen client relationships while managing various aspects of wealth and estate planning. The role requires strong relationship management skills and over eight years of experience in handling High... 
    Senior
    Work at office
    Remote work

    U.S. Bank

    Seattle, WA
    1 day ago
  • $148.5k - $174.7k

    Job Description The PWM Wealth Planner is focused on providing clients...  ...comprehensive, goal‑based planning. The Wealth Planner provides the...  ...transition planning, and estate planning. The Planner has expertise...  ...or in conjunction with senior team members. Basic Qualifications... 
    Senior
    Temporary work
    Work experience placement

    Us Bank

    Seattle, WA
    14 hours ago
  • $115k - $225k

     ...investment banking, securities, wealth management and...  ...them and their clients. A leader in custom solutions for...  ...ecosystem: We lead the planning, coordination, and...  ...investment priorities. Act as a senior interface between...  ...alignment and build trust with stakeholders. Facilitate... 
    Senior
    Temporary work
    Work at office
    Local area
    Remote work
    Worldwide
    3 days per week

    PowerToFly

    Seattle, WA
    4 days ago
  • $81.7k - $135k

     ...– Indirect Tax – Sales and Use – Senior Will you shape the future or will...  ...to maintain your credibility as a trusted advisor Develop clear, intelligent plans and approaches to improve our...  ...options. Join us in our team-led and leader-enabled hybrid model. Our... 
    Senior
    Summer holiday
    Immediate start
    Flexible hours

    Ernst & Young Oman

    Seattle, WA
    1 day ago
  • $137.5k - $192.5k

    Position Sr Strategist, Agent Enablement Platforms Overview This role sits within the Traveler and Partner Service Platform organization...  ...ways. Help establish the technical foundations that support trusted knowledge for both human and AI‑enabled experiences, including... 
    Senior

    PowerToFly

    Seattle, WA
    14 hours ago
  • $120k - $145k

     ...leadership. Solution Design & Quantitative Research Design and develop multi-asset investment solutions, primarily focused in the U.S. Wealth channel. Build and enhance models supporting asset allocation decisions, including multi‑period portfolio construction. Apply... 
    Senior

    Russell Investments

    Seattle, WA
    4 days ago
  • $116k - $216k

     ...Summary The KPB Sr Portfolio Strategist advises clients on appropriate...  ...with all aspects of clients’ planning and personal goals. This...  ...position Key as the client’s trusted advisor. Interfaces with other...  ...all other client plans (tax, estate planning, retirement, etc.).... 
    Senior
    Work experience placement
    Work at office
    Flexible hours

    KeyBank

    Seattle, WA
    1 day ago
  •  ...coming to market, and we're looking for a Solution Deployment Strategist to be our embedded expert across the full lending journey. Modeled...  ..., roles & responsibilities, and governance Serve as a trusted ongoing commercial partner across your account base — identifying... 
    Senior

    UiPath, Inc.

    Bellevue, WA
    2 days ago
  • $115k - $135k

     ...Bellevue, WA. We provide media planning and buying services to our...  ...Summary We are hiring a Senior Account Strategist who will put the needs of our...  ...while also serving as a leader and mentor within our Account...  ...Strategist serves as a trusted advisor to clients and a collaborative... 
    Senior
    Work at office
    Local area

    Vision Media

    Mercer Island, WA
    14 hours ago
  • $94k - $175k

     ...SummaryThe Sr Fiduciary Strategist is responsible for...  ...reviews and monitors all estate planning documents periodically...  ...any potential trust and estate tax-related...  ...Work closely with Sales Leader, Regional Trust Director...  ...tax, and other related wealth issues by keeping current... 
    Senior
    Work experience placement
    Work at office
    Local area
    Flexible hours

    KeyCorp

    Seattle, WA
    14 hours ago
  • $116k - $167k

    Senior Strategist, Ads and Shopping, Scams Google Seattle, WA, USA Benefits for this role include...  ...years of experience in data analytics, trust and safety, policy, cybersecurity, or related...  ...of the relevant Alphabet Inc. stock plan, and your grant agreement. They have no... 
    Senior
    Temporary work

    Google Inc.

    Seattle, WA
    14 hours ago
  • $150k - $175k

    Senior AI Strategist Business Unit: AI Market Unit Location: US - Multiple Locations Work Model: Remote...  ...to commercial impact at speed. We are trusted advisors who shape technology’s role in...  ...to the terms of Cognizant’s applicable plans. Benefits Medical/Dental/Vision/Life... 
    Senior
    Temporary work
    Remote work

    Cognizant

    Seattle, WA
    1 day ago
  • $235k - $250k

    Laird Norton Wetherby is seeking a full-time Senior Tax Advisor in Seattle, WA. This role...  ...teams, and providing guidance on tax and estate matters. Candidates should have at least...  ...including health coverage and flexible spending plans. #J-18808-Ljbffr Laird Norton Wetherby
    Senior
    Full time
    Flexible hours

    Laird Norton Wetherby

    Seattle, WA
    4 days ago
  • Blue Origin LLC is seeking a Sr. Sourcing Recruiter to enhance our talent acquisition efforts. This role involves developing recruitment strategies and building a robust talent pipeline by engaging prospective candidates across various functions. The ideal candidate will...
    Senior
    Relocation package

    Blue Origin

    Seattle, WA
    2 days ago
  •  ...’s create it together. We’re building AI-powered wealth management. Investments, taxes, retirement, estate planning, all in one platform instead of scattered across...  ...Account Executive team. Account Executives build trust with potential members by showcasing the platform... 
    Senior
    Work at office
    Relocation
    Monday to Friday

    53 Stations

    Bellevue, WA
    14 hours ago
  • $68.5k - $79k

     ...Senior Strategist, Insights & Intelligence About This Role Rational 360 is hiring a Senior Strategist, Insights & Intelligence to help build and advance the firm's research and analytics capabilities. This is a role for people who are intellectually curious, energized... 
    Senior
    Full time
    Shift work

    Rational 360

    Seattle, WA
    14 hours ago
  • $75k - $80k

     ...Location: Washington, D.C. or remote Working within a pod, Senior Digital Strategists provide advanced support to client email programs, as well...  ...coverage for health, dental, and vision. Zero deductible health plan. Wellness benefits including free memberships to One... 
    Senior
    Work at office
    Remote work

    Middle Seat

    Seattle, WA
    1 day ago
  •  ...Stripe, Sword, and Zepto. GC Wealth serves as an independent...  ...We are seeking an experienced Senior Analyst to join our GC Wealth...  ...and prospects, serving as a trusted resource for both clients and...  ...understanding of the tax and estate planning considerations that high net... 
    Senior

    General Catalyst

    Bellevue, WA
    1 day ago
  • $143k - $215k

    Slalom Build in Seattle is seeking a Senior Sales Executive dedicated to their Public and Social Impact industry portfolio. This role involves creating demand, expanding client relationships, and leading the sales process effectively. The ideal candidate will have a proven... 
    Senior

    Slalom Build

    Seattle, WA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth Strategist — Trust & Estate Planning Leader. Be the first to apply!