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Wealth Strategist/ Client Development Sales Director

$200k - $225k

CFA 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

Vacancy posted 3 days ago
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