Wealth Strategist/ Client Development Sales Director
$200k - $225kCFA Institute
About Northern Trust Northern Trust is a Fortune 500 financial institution with more than 130 years of experience, serving sophisticated clients worldwide with technology‑driven wealth management services. What You'll Do Develop and implement a business development strategy for ultra‑high net worth (UHNW) individuals, families, and businesses. Cultivate new investment‑management relationships and support a goals‑driven wealth‑management approach. Take a long‑term consultative approach with clients and their representatives (including attorneys) on estate‑planning, wealth‑transfer, and tax‑planning services. Maintain regular check‑ins with clients and act as liaison within Northern Trust as client needs evolve. Build and leverage internal and external networks to identify new client relationships and showcase Northern Trust’s full suite of services. Collaborate with a full team of experts to understand potential client needs and highlight how Northern Trust can help achieve their goals. What will make you successful in the role 10+ years of sales and relationship‑management experience, preferably in wealth management. Strong network of Centers of Influence (COIs) for UHNW individuals and families, including attorneys, estate planners, and CPAs. In‑depth knowledge of fiduciary capabilities and services (trusts, wills, investment management, custody, consulting, estate and tax planning) and related fee structures. Ability to profile a client’s financial landscape and recommend Northern Trust solutions across the full range of capabilities. Series 7 and 63 licenses required; CFP, CFTA, CFA, CIMA or similar designations highly preferred. Strong analytical and sales skills to connect client asset situations to Northern Trust capabilities. Excellent communication skills to understand and respond to client needs. Team‑player mindset; collaborative across Northern Trust to grow business. Salary Range Base salary $200,000 – $225,000. Benefits include: 401(k) and pension plan. Medical, dental, vision, and disability coverage. Paid time off, parental and caregiver leave. Life and accident insurance. Other voluntary and well‑being benefits. Discretionary bonus program (may include equity). Working with Us As a Northern Trust employee, you will be part of a flexible and collaborative work culture that values integrity, expertise, and service. Senior leaders are accessible, and movement within the organization is encouraged. Reasonable Accommodation Northern Trust is committed to providing reasonable accommodations to individuals with disabilities. For assistance, contact our HR Service Center at View email address on click.appcast.io. #J-18808-Ljbffr
$200k - $225k
...over 22,000 partners, we serve 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. Wealth Strategists are...SuggestedLocal areaFlexible hours$121.9k - $262.1k
...Serves as the primary Wealth Planning expert and resource... ...worth prospects and client relationships ( $10... ...clients through the development, delivery and... ...Plays a major role in the sales process in acquiring significant... ...supervising Analysts, Strategists, and leveraging Life36...SuggestedBank staff- ...A Wealth Strategist at AWM focuses on communicating with clients and responding to their needs by collaborating effectively with all members of the firm to provide the highest level of quality and excellence for our clients. About AWM Capital AWM exists to serve...SuggestedWork at office
$158.01k - $276.46k
...financial institution is looking for a Senior Wealth Strategist in Los Angeles to sell investment... ...a minimum of 10 years in institutional sales, with strong communication and... .... Responsibilities include identifying clients, conducting presentations, and adapting...Suggested$125k - $175k
...net-worth individuals by creating personalized financial plans and tax strategies. The role involves collaborating with Wealth Advisors to enhance client experiences and financial outcomes. Candidates should have at least 5 years of experience in financial planning, a CFP...Suggested- Citibank (Switzerland) AG in West Hollywood is seeking a Wealth Relationship Manager. This role requires developing and deepening relationships with affluent clients, anticipating their complex financial needs while providing holistic financial solutions. The ideal candidate...
- ...an experienced Senior Financial Planner to support high-net-worth clients. The ideal candidate will develop tailored financial plans, estate reviews, and tax strategies for clients with significant wealth, collaborating with Wealth Advisors. This role requires strong...
$60.72k - $91.08k
## Wealth Strategist Sales AssocApplylocations: Los Angeles, CAtime type: Full timeposted on: Posted Todayjob requisition id: R154896**About Northern... ...22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.Major...Flexible hours$70k
The Senior Wealth Advisor is a senior strategic professional who closely follows latest trends... ...services to an Ultra high Net Worth client base in the United States. Manage accounts... ...including being a proactive, successful sales and service role in the financial services...Full timeWork at office- Sr Wealth Strategist, Inst page is loaded## Sr Wealth Strategist, Instlocations: Los Angeles, CA... ...we serve the world’s most sophisticated clients using leading technology and... ...Request for Proposal) utilizing Central Sales Support. Maintains responsibility for completion...Work experience placementLocal areaFlexible hours
$35 - $40 per hour
Aquent is seeking a talented Compensation Business Consultant to join a premier wealth management team in Los Angeles. The consultant will provide strategic guidance on complex compensation matters and develop tailored compensation strategies. The ideal candidate will...Hourly pay- Bank of America is looking for a wealth planning advisor in Los Angeles to lead client engagement and develop integrated strategies tailored to client needs.... ...ideal candidate should have a strong track record in sales, possess relevant professional qualifications, and demonstrate...
- A leading financial services company based in Los Angeles is seeking a Senior Wealth Advisor to manage Ultra high Net Worth clients. The successful candidate will provide financial and investment services while conducting comprehensive market analyses and developing strategies...
$70k - $130k
...Senior Associate Wealth Strategist Our team continues to grow! The Senior Associate Wealth... ...planning a primary component of the core client experience at RBC for its high net... ...compensation Leaders who support your development through coaching and managing...Temporary workFlexible hours- RBC Capital Markets, LLC is seeking a Senior Associate Wealth Strategist to support wealth transfer planning for high net worth clients across the United States. The role involves collaborating with external Wealth Strategists and Financial Advisors, providing essential...Flexible hours
$115k - $140k
...Anderson Rudnick is a distinguished asset and wealth management firm with over $50 billion in... ...families. In this role, you will assist clients in building, preserving, and growing... ...financial planning. Collaborating with the Director of Financial Planning and Wealth Advisors...Permanent employmentVisa sponsorshipFree visaFlexible hours- ...is seeking an experienced Financial Planner to design personalized financial plans for high-net-worth clients. Based in Century City, CA, you will partner with Wealth Advisors to navigate complex financial strategies and deliver comprehensive wealth management. The ideal...
$60.72k - $91.08k
...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. Major Duties Responds to personal financial planning client inquiries for account...Flexible hours- ...A leading financial advisory firm in California is searching for a Wealth Manager to develop and implement customized financial strategies for clients. The successful candidate will take the lead on all client interactions and must present complex financial information...
$84.7k - $141.3k
...Wealth Solutions Sales Specialist In The Americas As a Wealth Solutions Sales Specialist in the... ...responsible for engaging North American based clients across our existing segment and for... .... This role will report to the Director of Wealth Solutions Sales in the Americas...Contract workPart timeInternship- A leading investment firm is looking for an Internal Wealth Specialist in Los Angeles, CA. In this role, you will build strong relationships with financial professionals and drive sales initiatives. Candidates should possess a sales-focused mentality, excellent communication...
$150k - $250k
A leading wealth management firm is seeking a Senior Wealth Advisor to join their team in... ...wealth management, with a strong focus on client relationship management and investment... ...candidate will work closely with managing directors and provide strategic wealth management solutions...$180k - $254.8k
...supports Merrill advisors who assist clients with planning, personal philanthropy, and wealth transfer/tax minimization.... ...Services referrals and new trust sales assets. Demonstrate advanced technical... ...CTFA or CFP preferred. Business development, critical thinking, oral...Work experience placementDay shift$103.6k - $189.7k
...continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial...Summer holidayWork at officeLocal areaFlexible hours$180k - $225k
...Wealth Director Fiduciary Trust International is a premier investment... ...holistic strategies to optimize clients' portfolios while mitigating... ..., people, and business development happening around the world.... ...a consultative approach to sales while displaying knowledge to...Work at officeLocal area$180k - $225k
...premier investment and wealth management firm with a... ...strategies to optimize clients' portfolios while mitigating... ..., people, and business development happening around the world. Wealth Director Fiduciary Trust... ...approach to sales while displaying knowledge...Work at officeLocal area- ...Overview Senior Strategist at JM Services and Consulting, LLC. This... .... Our team of experts has a wealth of experience in various industries... ...is dedicated to helping our clients achieve their goals and drive... ...package Professional development and growth opportunities Dynamic...Permanent employmentFull timeContract workWork at officeRemote work
- ...financial services firm is seeking a Manager for its Wealth Management team in Los Angeles. This role involves managing client relationships, coordinating wealth strategies,... ...significant impact on client engagement and business development. #J-18808-Ljbffr Regal Executive SearchWork at office
$75k - $110k
...A leading financial services firm is seeking a Priority Relationship Manager in Los Angeles to deliver exceptional service to clients and build strong relationships. The role requires 1+ years of experience in financial services and relevant registrations. The company...- ...planet we all share. The Wealth Relationship Manager works closely... ...with high value clients. Professionalism clients focus... ...nontraditional banking financial sales, providing client recommendations... ...referral sources Strong business development skills to work with outside...Local areaFlexible hours
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