Sr. Wealth Strategist/ Client Development Sales Executive

Northern Trust

Denver, CO, United States
Base: $137,400 - 240,400 usd; bonus/equity: discre...
Wealth management client sales
Client relationship cultivation
Consultative estate planning approach
Northern Trust is a globally recognized financial institution with over 130 years of experience serving sophisticated clients using leading technology and exceptional service

Job Summary

  • Northern Trust is a globally recognized financial institution with over 130 years of experience serving sophisticated clients using leading technology and exceptional service.
  • The Wealth Strategist role focuses on cultivating new ultra high net worth client relationships through a consultative, goals-driven wealth management approach supported by a team of specialists.
  • Northern Trust offers a comprehensive benefits package including retirement plans, health coverage, paid time off, and a discretionary bonus program with potential equity components.

Matching Summary

Northern Trust is a globally recognized financial institution with over 130 years of experience serving sophisticated clients using leading technology and exceptional service.

Salary

Base: $137,400 - 240,400 USD; Bonus/Equity: Discretionary bonus program may include equity; Benefits: Comprehensive benefits including retirement, health, paid time off, and more

Skills & Requirements

Must-have

  • Wealth management client sales
  • Client relationship cultivation
  • Consultative estate planning approach
  • Collaboration with internal teams
  • Networking with Centers of Influence
  • Series 7 and 63 licenses

Nice-to-have

  • Entrepreneurial spirit
  • Strong communication skills
  • Community and philanthropic engagement
  • Long-term client relationship focus
  • Analytical sales skills

Key Requirements

  • 10+ years sales and relationship management experience
  • Series 7 and 63 licenses required
  • Knowledge of fiduciary services and estate planning
  • Strong network with attorneys and CPAs
  • Preferred professional designations (CFP, CFTA, CFA, CIMA)

Work Rights

Not specified

Tailored Resume

Cover Letter