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Senior Wealth Management Consultant
2 months ago
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 integrity.
With over 130 years of financial expertise and a workforce exceeding 22,000, we cater to the most sophisticated clientele using cutting-edge technology and unparalleled service.
Key Responsibilities in Business Development & Revenue Growth:
Promotes banking products and services to individuals, with a focus on trust and investment management offerings.
Leverages personal and professional networks, along with regional databases, to identify potential clients. Cultivates an understanding of individual client circumstances to facilitate product sales.
Takes charge of intricate and sensitive client and account activities as directed by management.
Analyzes prospective clients' financial situations and needs to determine optimal service delivery.
Builds relationships with prospects and schedules meetings to advance the sales process. Delivers presentations on banking products to prospective clients or their designated representatives (e.g., attorneys, CPAs, etc.).
Addresses inquiries, consulting with banking partners for additional product/service details as needed. Conducts further analysis of prospects to refine service offerings.
Advises clients and their legal representatives on the advantages of estate planning products/services. Evaluates assets and proposes alternatives (e.g., establishment of living or insurance trusts).
Collaborates with clients, their attorneys, and other financial advisors to devise appropriate estate tax strategies. Applies knowledge of inheritance, gift, income, and estate taxes to promote services to clients.
Summarizes account assets to assess eligibility, qualifications, and tax classifications.
Maintains up-to-date knowledge of a comprehensive range of trust-related services (e.g., personal trusts, living trusts, wills, investment management, security custody, financial consulting, estate, and tax planning).
Develops and sustains an understanding of all relevant federal, state, and local regulations concerning fiduciary services and estate and tax planning to ensure compliance in financial planning activities.
Initiates and manages requests for loan, checking, or savings account services by liaising with banking and operational departments as appropriate.
Maintains regular communication with clients and serves as a conduit between the client and the bank for various activities (e.g., account setup, transaction facilitation).Identifies cross-selling opportunities to enhance client relationships by providing relevant updates to partners within appropriate banking sectors.
Sets personal sales objectives in collaboration with management based on historical sales performance and product knowledge.Represents personal financial planning in various business councils and task forces (e.g., personal fiduciary service, investment management, financial consulting).
Participates in relevant seminars/presentations and product knowledge training for banking partners.
Required Knowledge:
Proficiency in fiduciary products and services (e.g., personal trusts, living trusts, wills, investment management, security custody, financial consulting, estate planning), including fee structures and documentation, gained through professional experience is essential for addressing issues that arise during sales interactions.
Understanding of federal, state, and local laws and regulations applicable to personal fiduciary and estate and tax planning services acquired through formal education and professional experience is crucial for effective client consultation.
Analytical and sales capabilities are necessary to connect individual customer asset situations with specific products. Interpersonal skills are required to understand prospect needs and respond with suitable solutions.Experience: 5-7 years in trust sales or trust relationship management.
Compensation:
$180,000-200,000
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 additional wellbeing benefits.
Working Environment:
As a partner at Northern Trust, greater achievements await.
You will be part of a flexible and collaborative culture within an organization where financial strength and stability empower us to explore innovative ideas.
Opportunities for internal mobility are encouraged, senior leaders are accessible, and you can take pride in being part of a company dedicated to supporting the communities we serve.
We look forward to learning more about how your interests and experience align with one of the world's most respected and sustainable companies.
Commitment to Inclusion:
Northern Trust is dedicated to collaborating with and providing reasonable accommodations to individuals with disabilities.
If you require a reasonable accommodation for any aspect of the employment process, please reach out to our HR Service Center.
We hope you're enthusiastic about the role and the opportunity to work with us. We value an inclusive workplace and recognize that flexibility means different things to different individuals.We encourage you to discuss your flexible working requirements with us, and together we can achieve greater outcomes.
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