Wealth Strategist

Northern Trust is a globally recognized financial institution with a rich history dating back to 1889. As a Fortune 500 company, we have established ourselves as a leader in the industry, providing innovative financial services and guidance to the world's most successful individuals, families, and institutions.

Our commitment to service, expertise, and integrity has enabled us to build long-lasting relationships with our clients, who trust us to manage their financial assets and provide them with peace of mind.

The Wealth Strategist / Client Development Sales Director is a key role within our organization, responsible for cultivating new relationships with individuals, families, non-profit institutions, and other entities. This individual will be responsible for new client development, solutions strategy, and execution of our 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 Director maintains ongoing contact with clients, promoting the enhancement and expansion of existing relationships.

As a brand ambassador in the community, this individual will actively engage as a leader for local civic and philanthropic organizations.

• Develop and execute an advice-based branding strategy delivered to prospective and current clients.
• Articulate and present the full capabilities and services of Northern Trust to members of the community, clients, professional advisors, and prospective clients.
• Cultivate external and internal professional and personal networks to identify and develop prospective new client relationships as well as existing client relationships.
• Profile prospective client's financial picture and possible needs to determine how to best advise and deliver solutions.
• Consult with clients and their attorneys on the benefits of estate planning capabilities/services utilizing a knowledge of wealth transfer and tax planning strategies.
• Maintain 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).
• Maintain periodic contact with clients and act as a liaison between clients and the rest of the firm for various activities.
• Deepen existing relationships by working with integrated teams.

• 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.
• Successful track record of working with High Net Worth (HNW) clients and families.
• Professional designations such as CFP, CTFA, CFA, CIMA, JD are strongly preferred.

Base salary $200,000-$225,000

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.

We are committed to creating a flexible and collaborative work culture, where 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.

Join us in building a workplace with a greater purpose and apply today.