Wealth Strategist

Northern Trust is a globally recognized financial institution with a rich history dating back to 1889. As a Fortune 500 company, we provide innovative financial services and guidance to the world's most successful individuals, families, and institutions.

• Sell trust products and services to individuals, focusing on fiduciary solutions.
• Cultivate existing clients and business contacts to identify and develop prospective clients.
• Research prospects' financial situations and needs to determine how to best provide service and solutions.
• Present bank product materials to prospective clients or designated liaisons.
• Respond to questions and consult with bank partners for additional product/service information.
• Consult with clients and their attorneys on the benefits of estate planning products/services.
• Analyze property/assets and develop alternatives, such as living or insurance trusts.
• Consult with clients and their attorneys to determine appropriate plans for estate taxes.
• Summarize account assets to determine eligibility, qualifications, and tax classification.
• Maintain current knowledge of trust-oriented services, including personal trusts, living trusts, wills, investment management, security custody, financial consulting, and estate planning.
• Initiate and follow through on requests for loan, checking, or savings account services.
• Develop a perspective on individual client situations to use as a vehicle for selling products.
• Maintain periodic contact with clients and act as a liaison between the client and the rest of the bank.
• Cross-sell relationship improvement opportunities to existing clients.
• Set personal sales goals with manager based on sales history and product knowledge.
• Engage the community as a brand ambassador for Northern Trust.

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

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.

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.

We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.