Lead Wealth Management Consultant

2 weeks ago

Seattle, Washington, United States Northern Trust Full time

About Northern Trust:


Northern Trust, a distinguished Fortune 500 entity, is a globally esteemed financial institution that has maintained its operations since 1889.

We take pride in delivering innovative financial solutions and guidance to the world's most successful individuals, families, and institutions, adhering to our core principles of service, expertise, and integrity.

With over 130 years of financial expertise and a workforce exceeding 22,000 professionals, we cater to the most sophisticated clients utilizing cutting-edge technology and exceptional service.


Key Responsibilities:

  • Markets investment management, advisory, and asset servicing solutions to the institutional sector, with a focus on foundations, endowments, and nonprofit entities.
  • Leverages business networks and internal connections to pinpoint potential clients.
  • Proactively engages in market outreach to enhance brand visibility, generate leads, and qualify prospects.
  • Handles RFP (Request for Proposal) submissions with the support of Central Sales Support, ensuring timely completion and delivery to prospects.
  • Organizes and presents sales demonstrations with the involvement of relevant internal experts.
  • Maintains comprehensive knowledge of market issues to position oneself as a trusted technical advisor.
  • Participates in industry conferences and events, which may include speaking opportunities.
  • Identifies cross-selling opportunities for additional services and products within the target market.
  • Collaborates closely with local management to leverage networks and ensure client retention.
  • Takes charge of complex and sensitive client and account matters as directed by management.
  • Investigates prospects' financial goals and requirements to propose suitable solutions and services.
  • Builds rapport with prospects and arranges meetings to advance the sales process, presenting solutions and services to prospective clients or designated representatives (e.g., search consultants, attorneys, CPAs, etc.).

  • Develops and sustains an understanding of all relevant federal, state, and local regulations to ensure compliance.

Qualifications:
Comprehensive understanding of investment, custody, and consulting products utilized by foundations, institutions, endowments, and nonprofit organizations. Exceptional communication, presentation, and analytical abilities. Strong grasp of board/investment committee considerations in selecting and utilizing professional money managers and custodians. Familiarity with philanthropic and planned giving strategies is advantageous. Knowledge of applicable laws and regulations acquired through formal education and professional experience. Analytical and sales skills are essential to connect individual client asset situations with specific products. Interpersonal skills are necessary to understand prospect needs and respond with appropriate solutions.

Experience: 7-10 years in nonprofit/institutional investment sales or a related field. Extensive knowledge of the target market and assigned territory. Series 7 and 63 licenses are required.

Compensation:
Base salary ranges from $175,000 to $185,000.

This salary range represents an estimate of base compensation.

Northern Trust offers a comprehensive benefits package, including retirement and pension contributions, health and welfare benefits, paid time off, parental and caregiver leave, life insurance, and various wellbeing benefits.

Working with Us:

As a partner at Northern Trust, greater achievements await you.

You will be part of a flexible and collaborative work environment in an organization where financial strength and stability empower us to explore innovative ideas.


We encourage movement within the organization, ensuring accessibility to senior leaders, and you can take pride in being part of a company dedicated to supporting the communities we serve. Join a workplace with a greater purpose.


We look forward to learning more about how your interests and experience align with one of the world's most respected and sustainable companies. Build your career with us.

#MadeForGreater

Reasonable Accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities.

If you require a reasonable accommodation for any part of the employment process, please reach out to our HR Service Center.

We hope you're enthusiastic about the role and the opportunity to collaborate with us. We value an inclusive workplace and recognize that flexibility means different things to different individuals.

We invite you to discuss your flexible working requirements with us as we strive to achieve greater together.

  • Client Service Associate in Wealth Management

    2 weeks ago

    Seattle, Washington, United States One Oak Wealth Management Full time

    About One Oak Wealth Management: Are you passionate about fostering strong and meaningful connections with clients in a boutique wealth management environment? At One Oak Wealth Management, we are dedicated to assisting clients in achieving their financial aspirations while positively influencing future generations. Our firm offers a comprehensive suite of...

  • Client Service Associate in Wealth Management

    2 weeks ago

    Seattle, Washington, United States One Oak Wealth Management Full time

    About One Oak Wealth Management: We are a distinguished boutique firm specializing in wealth management, dedicated to fostering profound and impactful relationships with our clientele. Our mission is to assist clients in realizing their financial aspirations while contributing positively to future generations.Position Summary: We are currently in search of a...

  • Client Service Associate in Wealth Management

    2 weeks ago

    Seattle, Washington, United States One Oak Wealth Management Full time

    About One Oak Wealth Management: We are a distinguished boutique firm dedicated to fostering profound and impactful relationships with our clientele. Our mission is to assist clients in realizing their financial aspirations while contributing positively to future generations. As a comprehensive wealth advisory firm, we offer a wide array of financial...

  • Wealth Management Consultant

    1 week ago

    Seattle, Washington, United States Jobot Full time

    Exciting Opportunity for a Certified Financial PlannerAs a personal Chief Financial Officer, you will oversee clients' wealth strategies. This role is hosted by Jobot, a leader in the financial services industry.Salary:$85,000 - $135,000 per yearAbout Us:Our firm has established itself as a premier organization, committed to creating an exceptional...

  • Financial Wealth Consultant

    2 weeks ago

    Seattle, Washington, United States Corient Full time

    Empower Your Career in Wealth ManagementAt Corient, we specialize in assisting high-net-worth individuals and families in achieving their financial aspirations while safeguarding their wealth for future generations. Our mission is to exceed client expectations, simplify their financial lives, and create enduring legacies. We are in search of dedicated and...

  • Wealth Management Tax Specialist

    2 weeks ago

    Seattle, Washington, United States Charles Schwab Full time

    Position Type: Regular Your opportunity Charles Schwab's Wealth and Advice Solutions represents a comprehensive Wealth Management division, renowned for its exceptional personal relationships, specialized services, and continuous advice grounded in a strategic investment approach. The Wealth Strategies Consulting Group is dedicated to addressing the...

  • Wealth Management Consultant

    2 weeks ago

    Seattle, Washington, United States Edward Jones Full time

    Opportunity OverviewAt a pivotal moment in your career, consider a path as a financial advisor. This role is designed for those looking to make a significant impact in the financial well-being of clients. As a financial advisor at Edward Jones, you will collaborate with clients to help them reach their long-term financial aspirations, including retirement...

  • Wealth Management Consultant

    2 weeks ago

    Seattle, Washington, United States Edward Jones Full time

    Opportunity OverviewAt a pivotal moment in your career, consider a role as a financial advisor. This position offers a chance to guide clients in achieving their financial aspirations, including retirement planning, wealth accumulation, estate management, and educational funding.As a financial advisor with Edward Jones, you will cultivate and expand your own...

  • Experienced Private Wealth Consultant

    1 week ago

    Seattle, Washington, United States U.S. Bank Full time

    About U.S. BankAt U.S. Bank, we are dedicated to excellence. Our mission is to assist customers and businesses in making informed financial choices while fostering growth in the communities we serve. We recognize that our collective ambition is brought to life through the unique potential of each individual. A career with U.S. Bank opens up a diverse array...

  • Wealth Management Associate

    5 days ago

    Seattle, Washington, United States Equitable Holdings Full time

    **About Equitable Advisors**Equitable Advisors is a leading firm in the financial services industry, dedicated to helping individuals and organizations achieve their long-term goals. Our mission is to provide innovative solutions and expert guidance to build fulfilling futures.**Job Summary**We are seeking a talented Wealth Management Associate to join our...

  • Client Wealth Advisor

    2 weeks ago

    Seattle, Washington, United States Garde Capital, Inc. Full time

    Position Title: Wealth ManagerLocation: Seattle, WAOverview:Garde Capital, Inc. is in search of a dedicated wealth management advisor to implement our unique Wealth Management framework for both new and existing clientele. This role involves collaboration with a senior advisor, focusing primarily on enhancing the wealth management experience for our current...

  • Senior Wealth Advisor

    2 weeks ago

    Seattle, Washington, United States Garde Capital, Inc. Full time

    Position Title: Wealth ManagerLocation: Seattle, WARole Overview:Garde Capital, Inc. is on the lookout for a dedicated wealth management advisor to implement our unique Wealth Management methodology for both new and existing clientele. This role will involve collaboration with a senior advisor, primarily focusing on enhancing the experience of our current...

  • Private Wealth Manager

    3 days ago

    Seattle, Washington, United States MRINetwork Jobs Full time

    Job OverviewMRINetwork Jobs is seeking a seasoned Private Banker to join our team of financial experts. As a Private Banker, you will be responsible for developing and maintaining relationships with high net worth clients, providing them with tailored financial solutions and expert advice.Key ResponsibilitiesNew Business Development: Identify and pursue new...

  • Consulting Manager Lead

    6 days ago

    Seattle, Washington, United States Cognizant Full time

    About the RoleCognizant is seeking a highly experienced Senior Manager Consulting to join our Travel & Hospitality consulting practice. As a key member of our team, you will be responsible for leading client relationships, supporting the growth and development of our practice, and driving business development initiatives.Key ResponsibilitiesLead client...

  • Wealth Management Specialist

    6 days ago

    Seattle, Washington, United States Bank of America Full time

    Job Summary:We are seeking a highly skilled and experienced Wealth Management Specialist to join our team at Bank of America. As a key member of our Financial Services team, you will be responsible for providing exceptional client service and support to our clients, while also driving business growth and development.Key Responsibilities:Provide quality...

  • Senior Wealth Management Consultant

    2 weeks ago

    Seattle, Washington, United States Northern Trust Full time

    About Northern Trust:Northern Trust, a prominent Fortune 500 entity, is a globally esteemed financial institution with a legacy of excellence since 1889.We take pride in delivering innovative financial solutions and insights to the world's most successful individuals, families, and organizations, adhering to our core values of service, expertise, and...

  • Senior Wealth Management Advisor

    1 week ago

    Seattle, Washington, United States U.S. Bank Full time

    About U.S. BankAt U.S. Bank, we are dedicated to empowering our clients and the communities we serve to make informed financial choices and foster growth. We recognize that our collective ambition thrives on the unique potential of each individual. A career with U.S. Bank offers a diverse array of opportunities to explore your strengths and passions from the...

  • Tax Associate

    3 days ago

    Seattle, Washington, United States PathStone Full time

    About PathstonePathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families, single family offices, and foundations and endowments. Our comprehensive range of services and deep expertise goes far beyond investment advice. We provide tax planning and compliance, insurance and risk management,...

  • Director, Business Development – Wealth Management Solutions

    3 weeks ago

    Seattle, Washington, United States Monroe Capital LLC Full time

    All Jobs > Director, Business Development, Wealth Management Solutions - Pacific Northwest Director, Business Development, Wealth Management Solutions - Pacific Northwest Fully Remote • Seattle Full-time Description Monroe Capital is seeking an investment Business Development professional to help support and promote the firm's Private Credit...

  • Senior Vice President, Wealth Management Advisor

    2 weeks ago

    Seattle, Washington, United States The Whittier Trust Company Full time

    Position OverviewAt The Whittier Trust Company, we pride ourselves on being more than just a financial service provider; we are dedicated partners with a rich legacy of successfully navigating the financial landscape to safeguard and enhance our clients' wealth across generations. As a premier, privately held multi-family office on the West Coast, our...