Senior Wealth Strategist

5 days ago

San Francisco, California, United States Northern Trust Full time
About Northern Trust:

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

We take pride in our enduring principles of service, expertise, and integrity, which have enabled us to build long-lasting relationships with our clients and partners.

With over 130 years of financial experience and a team of over 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 individuals, families, non-profit institutions, and other entities.

This role requires a deep understanding of fiduciary capabilities and services, including fee structures and documentation.

The successful candidate will be responsible for developing and executing an advice-based branding strategy, articulating and presenting the full capabilities and services of Northern Trust to members of the community, clients, professional advisors, and prospective clients.

They will also be responsible for cultivating external and internal professional and personal networks to identify and develop prospective new client relationships as well as existing client relationships.

The Wealth Strategist / Client Development Sales Executive will maintain ongoing contact with clients, promoting the enhancement and expansion of existing relationships.

They will serve as a brand ambassador in the community, actively engaging as a leader for local civic and philanthropic organizations.


Major Duties:

  • 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.

Qualifications:

  • 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.

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