Sr. Wealth Strategist

Northern Trust

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Cultivate new client relationships
Develop business development strategy
Work with uhnw individuals and families
** Northern Trust is seeking a Senior Wealth Strategist to drive business development and client relationships within the ultra-high net worth sector. The role requires a seasoned professional with a strong background in wealth management sales, relationship management, and a network of industry contacts. **

Job Summary

  • As a senior member of the Northern Trust team, you will oversee new client development, solutions sales strategy, and execution of our goals-driven approach to wealth management planning.
  • You’ll bring your entrepreneurial spirit, motivation to close new business, collaboration and communication skills together to create and implement a business development strategy and approach for your targeted new client base.
  • You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Matching Summary

Match Score: 75

** Northern Trust is seeking a Senior Wealth Strategist to drive business development and client relationships within the ultra-high net worth sector. The role requires a seasoned professional with a strong background in wealth management sales, relationship management, and a network of industry contacts. **

Skills & Requirements

Must-have

  • Cultivate new client relationships
  • Develop business development strategy
  • Work with UHNW individuals and families
  • Estate planning and wealth transfer knowledge
  • Client liaison and needs assessment

Nice-to-have

  • Entrepreneurial spirit
  • Persistence and patience
  • Collaborative work culture
  • Community brand ambassador

Key Requirements

  • 10+ years sales and relationship management experience
  • Strong network of Centers of Influence (COIs)
  • Knowledge of fiduciary capabilities and services
  • Series 7 and 63 licenses required
  • CFP, CFTA, CFA, CIMA designations strongly preferred

Work Rights

Not specified

Tailored Resume

Cover Letter