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Investment Strategy Consultant

2 months ago

Dallas, Texas, United States Northern Trust Full time

About Northern Trust:


Northern Trust, a prominent financial services firm, has established itself as a leader in the industry since its inception in 1889. As a Fortune 500 entity, we take pride in delivering exceptional financial solutions and guidance to a diverse clientele, including high-net-worth individuals, families, and institutions.


Our commitment to service, expertise, and integrity has enabled us to build lasting relationships with our clients. With over 130 years of experience and a workforce exceeding 22,000 professionals, we leverage cutting-edge technology and unparalleled service to meet the needs of our sophisticated clients.


Key Responsibilities:

  • Promote and sell a range of banking products and services, with a focus on trust offerings.

  • Develop and nurture relationships with existing clients and establish connections with potential clients through various networking opportunities.

  • Conduct thorough research on prospective clients' financial situations to tailor services effectively.

  • Prepare and send communications to potential clients, following up with calls to schedule meetings.

  • Present product information to prospective clients or their representatives, such as attorneys or accountants.

  • Address inquiries and collaborate with bank partners to provide comprehensive product and service information.

  • Advise clients and their legal representatives on estate planning solutions, including the analysis of assets and the creation of various trust structures.

  • Guide clients in developing strategies for estate tax management, utilizing knowledge of relevant tax laws.

  • Assess account assets to determine client eligibility and classifications.

  • Maintain an up-to-date understanding of a wide array of trust-related services, including personal trusts, investment management, and estate planning.

  • Facilitate requests for banking services by coordinating with relevant departments.

  • Understand individual client circumstances to effectively promote suitable financial products.

  • Maintain regular communication with clients, acting as a liaison to support their banking needs.

  • Identify opportunities for cross-selling services to enhance client relationships.

  • Set personal sales objectives in collaboration with management, based on historical performance and product knowledge.

Successful candidates will possess a deep understanding of fiduciary products and services, including personal trusts and estate planning, gained through relevant experience. Strong analytical and sales skills are essential for aligning client needs with appropriate solutions. Excellent interpersonal skills are required to effectively engage with prospective clients.


Working with Us:

At Northern Trust, we foster a collaborative and flexible work environment that encourages innovation and personal growth. Our commitment to community engagement and inclusivity makes us a company where you can take pride in your contributions.


We invite you to explore how your unique skills and experiences can align with our mission to provide exceptional financial services. Join us in making a meaningful impact.


We are dedicated to providing reasonable accommodations for individuals with disabilities throughout the employment process. If you require assistance, please reach out to our HR Service Center.

We look forward to discussing your flexible working preferences and how we can work together to achieve success.