Current jobs related to Senior Wealth Strategist - San Francisco, California - Northern Trust
-
Senior Wealth Planning Strategist
1 week ago
San Francisco, California, United States Comerica Incorporated Full timeJob DescriptionWe are seeking a highly skilled Senior Wealth Planning Strategist to join our team at Comerica Incorporated. As a key member of our Wealth Management group, you will be responsible for providing consultative and advisory services to high-net-worth clients and prospects.Key ResponsibilitiesDevelop and implement comprehensive financial planning...
-
Senior Wealth Strategist
4 weeks ago
San Francisco, California, United States Northern Trust Full timeAbout Northern TrustNorthern Trust is a globally recognized, award-winning financial institution with a rich history dating back to 1889. As a Fortune 500 company, we pride ourselves on providing innovative financial services and guidance to the world's most successful individuals, families, and institutions.With over 130 years of financial experience and a...
-
Wealth Strategist, Relationship Manager
5 days ago
San Francisco, California, United States BNY Mellon Full timeWelcome to BNY Mellon, a leading global financial services company at the center of the world's financial system. As a values-driven organization, we empower our colleagues to grow and succeed in a culture that is inclusive, innovative, and empowering.Our Wealth Management team is dedicated to helping successful individuals and their families build, manage,...
-
Senior Wealth Strategist
2 weeks ago
San Francisco, California, United States HSBC Full timeUnlock Your Wealth PotentialAt HSBC, we're committed to helping high net worth individuals and families achieve their financial goals. As a Senior Wealth Planner, you'll play a critical role in advising clients on wealth and generational planning needs, working closely with Relationship Managers and Investment Counsellors to provide exceptional client...
-
Wealth Strategist
2 weeks ago
San Jose, California, United States Fidelity Investments Full timeJob DescriptionAre you a skilled professional looking to make a meaningful impact in the financial industry? We're seeking a talented Wealth Strategist to join our team at Fidelity Investments.The RoleAs a Wealth Strategist, you will work closely with clients to understand their financial goals and develop personalized investment plans to help them achieve...
-
San Francisco, California, United States Northern Trust Full timeAbout Northern Trust:Northern Trust is a leading global financial institution with a rich history dating back to 1889. As a Fortune 500 company, we have established ourselves as a trusted provider of innovative financial services and guidance to individuals, families, and institutions worldwide.Our commitment to service, expertise, and integrity has enabled...
-
VP, Financial Consultant
1 week ago
San Francisco, California, United States Charles Schwab Full timeWe are seeking a skilled Financial Consultant to join our team at Charles Schwab. As a Financial Consultant, you will be responsible for advocating on behalf of our clients by listening and discovering what is most important to them.You will work closely with a team of internal specialists to help clients fulfill their goals and dreams. Financial Consultants...
-
Financial Wealth Strategist
2 weeks ago
San Bernardino, California, United States Ironclad Wealth Partners Full timeAbout UsWe are a dedicated team of financial professionals committed to helping individuals, families, and businesses achieve financial security through education and tailored strategies. Our mission is to build wealth, create a movement of financial professionals, and turn that wealth into positive impact. We are passionate about mentoring future leaders in...
-
Senior Strategist: Product
2 weeks ago
San Francisco, California, United States Capgemini Full timeAbout the RoleWe are seeking a Senior Strategist to join our team at Capgemini Invent. As a Senior Strategist, you will play a key role in shaping the future of our clients' businesses by developing innovative solutions that drive growth and transformation.As a Senior Strategist, you will collaborate with designers, technologists, and program managers to...
-
Senior Marketing Strategist
2 weeks ago
San Francisco, California, United States Motion Recruitment Full timeContent Strategist **Job Summary** We are seeking a highly skilled Content Strategist to join our team at Motion Recruitment. As a Content Strategist, you will be responsible for developing and implementing content strategies that drive business results. **Key Responsibilities** * Consult with senior client leadership to develop innovative marketing...
-
Senior Social Content Strategist
3 weeks ago
San Francisco, California, United States Adobe Full timeJob Title: Senior Social Content StrategistAt Adobe, we're passionate about empowering people to create beautiful and powerful digital experiences. We're seeking a Senior Social Content Strategist to join our team and help us push the boundaries of what engaging social media content should be.Job Summary:We're looking for a highly skilled and experienced...
-
Senior Relationship Strategist
4 weeks ago
San Francisco, California, United States PNC Full timeJob Title: Senior Relationship StrategistPNC is seeking a highly skilled Senior Relationship Strategist to join our Private Bank organization. As a key member of our team, you will be responsible for developing and executing relationship management plans to acquire and retain high net worth and ultra high net worth clients.Key Responsibilities:Lead or...
-
Senior Valuation Strategist
4 weeks ago
San Francisco, California, United States Partner Engineering and Science Full timeAbout UsPartner Valuation Advisors (PVA) is a leading provider of valuation services, dedicated to delivering exceptional results to our clients. We are actively seeking a highly skilled and experienced professional to join our team as a Senior Valuation Strategist.Job SummaryThis role is responsible for developing and executing valuation strategies that...
-
Senior Origination Strategist
1 week ago
San Francisco, California, United States Renewable Properties Full timeJob Title: Senior Origination StrategistJob Summary:Renewable Properties is seeking a seasoned and highly motivated Senior Origination Strategist to drive strategy and close business with utility and corporate customers in key energy markets across the US. The ideal candidate has a significant track record of success in developing revenue strategies and...
-
Senior Wealth Advisor
2 weeks ago
San Francisco, California, United States Citigroup Inc Full timeJob Title: Senior Wealth AdvisorCitigroup Inc. is seeking a highly skilled Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our affluent and high-net worth clients.Key Responsibilities:Build relationships with new clients and deepen relationships with...
-
Senior Wealth Advisor
2 weeks ago
San Francisco, California, United States Citigroup Inc Full timeCiti Global Wealth is seeking a skilled Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our Citigold and Citigold Private Client segments. You will have access to our leading investment solutions platform, which allows us to deliver traditional and...
-
Senior Analytics Strategist
2 weeks ago
San Francisco, California, United States Salesforce Inc Full timeAbout the RoleWe're seeking a highly skilled Senior Analytics Strategist to join our team at Salesforce Inc. As a key member of our operations team, you will play a critical role in driving business growth and improvement through data-driven insights.Key ResponsibilitiesLead discovery sessions with business partners to understand strategic business roadmaps...
-
Wealth Strategist
2 weeks ago
San Francisco, California, United States Fidelity Investments Full timeAbout the RoleAs a Wealth Planner at Fidelity Investments, you will have the opportunity to work with clients to help them achieve their financial goals. This role requires a strong understanding of financial planning and investment strategies, as well as excellent communication and interpersonal skills.Key ResponsibilitiesDevelop and implement comprehensive...
-
Senior Wealth Advisor
2 days ago
San Francisco, California, United States Citi Full timeCiti Global Wealth is a leading provider of wealth management services, offering a comprehensive range of financial solutions to ultra-high-net-worth individuals and family offices. As a Senior Wealth Advisor, you will play a key role in delivering exceptional client experiences and building long-term relationships with our affluent and high-net-worth...
-
Senior Individual Giving Strategist
4 weeks ago
San Francisco, California, United States American Heart Association Full timeSenior Individual Giving Strategist: Western States The American Heart Association is in search of a Senior Individual Giving Strategist dedicated to the Western States region. This role entails fostering connections with benefactors, soliciting contributions, and working alongside colleagues to enhance fundraising efforts. Key Responsibilities: ...
Senior Wealth Strategist
2 months ago
About Northern Trust:
Northern Trust is a leading global financial institution that has been in continuous operation since 1889.
We are 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 over 130 years of financial experience and more than 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 Executive is responsible for cultivating new relationships with high net worth 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 Executive 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.
Key Responsibilities:
- 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.
Requirements:
- 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, CFTA, CFA, CIMA are preferred.
About Northern Trust:
Northern Trust is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
We are 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.
Working with Us:
As a Northern Trust partner, 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.
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.
Salary Range:
Salary range: $200,000-225,000
Salary range is an estimate of base pay. Northern Trust provides a comprehensive benefits package, including retirement and pension plan contributions, health and welfare benefits, paid time off, parental and caregiver leave, life insurance, and other wellbeing benefits.
