Senior Strategist - Planning Services

Wealth Strategist

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.

At Northern Trust, our Wealth Strategist position is a key business development sales role to support our growth. Wealth Strategists are responsible for cultivating new relationships with individuals, families, non-profit institutions, and other entities. As a senior member of the Northern Trust team, you will oversee new client development, solutions sales strategy, and execution of our goals-driven approach to wealth management planning. With the support of our local team of specialists and national resources, you will identify prospective clients, share Northern Trust capabilities in conversations and meetings, and follow through to convert prospects to clients. You will also manage the transition of ongoing client contact and account management to the appropriate teams within Northern Trust to encourage the enhancement and expansion of existing relationships. As a local brand ambassador in the community, you will actively engage as a leader for local civic and philanthropic organizations.

You'll work with ultra high net worth(UHNW) individuals, families and businesses as you cultivate new investment management relationships in the UHNW client space. You'll take a long term consultative approach with clients (and their representatives including attorneys) on the benefits of estate planning services, utilizing your knowledge of wealth transfer and tax planning strategies. You'll cultivate internal and external personal and professional networks to identify new client relationships, and showcase the full capabilities and services of Northern Trust to members of the community, clients (new and existing), and professional advisors.

You understand this is an all-encompassing endeavor and have a plan to look for opportunities and connections in your communities, networks, and philanthropic organizations.

You won't be alone you'll have and be expected to work with a full team of respected experts to provide support along the way as you work to understand the needs of potential clients and showcase how Northern Trust can help them achieve their goals and objectives.

You have(or have a plan to build) a strong network of Centers of Influence (COIs) for ultra-high net worth individuals and families to include attorneys, estate planning professionals, and CPAs.

personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and tax planning), including fee structures and documentation. You are able to profile a client's financial landscape and needs to determine how best to advise and deliver solutions across the full span of Northern Trust capabilities. Additional professional designations such as CFP, CFTA, CFA, CIMA are strongly preferred.

You know how to use your strong analytical and sales skills to connect individual client asset situations to our specific capabilities and services.

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! Northern 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.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.