Wealth Strategist

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 partner for individuals, families, and institutions seeking innovative financial solutions.

• Sell trust products and services to individuals, focusing on fiduciary solutions.
• Cultivate existing relationships and identify new business opportunities through prospect research and analysis.
• Develop and present customized financial solutions to clients, leveraging expertise in estate planning, investment management, and security custody.
• Collaborate with clients and their attorneys to determine appropriate estate tax strategies and provide guidance on inheritance, gift, income, and estate taxes.
• Maintain in-depth knowledge of trust-oriented services, including personal trusts, living trusts, wills, and financial consulting.
• Initiate and follow through on requests for loan, checking, or savings account services, ensuring seamless client experiences.
• Develop a deep understanding of individual client situations to provide tailored solutions and drive sales growth.
• Cross-sell relationship improvement opportunities to existing clients, providing relevant updates and insights to partners within the bank.
• Set personal sales goals with managers, leveraging sales history and product knowledge to drive success.

• 7-15 years of experience in trust sales or trust relationship management.
• Knowledge of fiduciary products and services, including fee structures and documentation.
• Strong analytical and sales skills, with the ability to relate individual customer asset situations to specific products.
• Interactive skills, with the ability to comprehend prospect needs and respond with appropriate solutions.

Northern Trust offers 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.

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, where financial strength and stability empower us to explore new ideas. We encourage movement within the organization, offer accessible senior leaders, and take pride in working for a company committed to assisting the communities we serve.