Senior Wealth Strategist

4 weeks ago

New York, New York, United States Northern Trust Full time
About Northern Trust:

Northern Trust is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

We 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 over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.

Major Duties:

  • Sell bank products and services to individuals focusing on trust and investment management products.
  • Identify prospective clients through business and personal contacts, as well as area files.
  • Develop a perspective on individual client situations to use as a vehicle for selling products.
  • Assume responsibility for complex and sensitive client and account activities as assigned by manager.
  • Research prospects' financial picture and possible needs to determine how to best provide service.
  • Develop rapport with prospects and arrange meetings to continue the sales process.
  • Present bank product materials to prospective clients or designated liaisons.
  • Respond to questions, consulting bank partners for additional product/service information when necessary.
  • Conduct additional prospect analysis to further determine services.
  • Consult with clients and their attorneys on the benefits of estate planning products/services.
  • Analyze property/assets, and develop alternatives (e.g. creation of living or insurance trusts).
  • Consult with clients, their attorneys, and other financial advisors to determine the appropriate plan for estate taxes.
  • Utilize knowledge of inheritance gift, income, and estate taxes to sell services to clients.
  • Summarize account assets to determine eligibility, qualifications, and tax classification.
  • Maintain current in-depth knowledge of a full range of trust-oriented services (e.g. personal trusts, living trusts, wills, investment management, security custody, financial consulting, estate, and tax planning).
  • Develop and maintain an understanding of all applicable federal, state, and local laws and regulations pertaining to fiduciary services and estate and tax planning to ensure the compliance of financial planning activities.
  • Initiate and follow through on any request for loan, checking, or savings account services by contacting banking and operations areas as appropriate.
  • Maintain periodic contact with clients and act as a liaison between the client and the rest of the bank for various activities (e.g. setting up accounts, facilitating transactions).
  • Cross-sell relationship improvement opportunities to existing clients by providing pertinent client update information to partners within appropriate areas of the bank.
  • Set personal sales goals with manager based on sales history and product knowledge.
  • Represent personal financial planning in various business councils and task forces (e.g. personal fiduciary service, investment management, financial consulting).
  • Participate in related seminars/presentations and product knowledge training for bank partners.

Knowledge:

Knowledge of fiduciary products and services (e.g. personal trusts, living trusts, wills, investment management, security custody, financial consulting, estate planning), including fee structures and documentation, acquired through work experience is required to respond to the issues that arise during sales calls.

Knowledge of federal, state, and local laws and regulations that apply to personal fiduciary, and estate and tax planning services acquired through formal education and work experience is required to consult with clients.

Analytical and sales skills are required to relate individual customer asset situations to specific products.

Interactive skills are required to comprehend prospect needs and respond with the appropriate solutions.

Experience:

5-7 years of trust sales or trust relationship management.

Salary Range:

$175,000 USD

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.

Working with Us:

As a Northern Trust partner, greater achievements await.

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.

Build your career with us and apply today.

Reasonable Accommodation:

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 [insert email address].

We hope you're excited about the role and the opportunity to work with us.

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.

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