Sr Wealth Strategist, Inst

Northern Trust

Multiple Locations
Base: $158,010 - 276,460 usd; bonus/equity: not sp...
10+ years in institutional sales
Expertise in investment management
Strong communication and analytical skills
Northern Trust is an award-winning financial institution with over 130 years of experience

Job Summary

  • Northern Trust is an award-winning financial institution with over 130 years of experience.
  • The role involves selling investment management services to foundations and nonprofit organizations.
  • Northern Trust offers a comprehensive benefits package and encourages flexible working arrangements.

Matching Summary

Northern Trust is an award-winning financial institution with over 130 years of experience.

Salary

Base: $158,010 - 276,460 USD; Bonus/Equity: Not specified; Benefits: Comprehensive benefits package including retirement and health benefits

Skills & Requirements

Must-have

  • 10+ years in institutional sales
  • Expertise in investment management
  • Strong communication and analytical skills

Nice-to-have

  • Knowledge of philanthropic strategies
  • Experience with nonprofit organizations
  • Ability to develop client rapport

Key Requirements

  • CIMA, Series 7 and 63 certifications
  • In-depth knowledge of target market
  • Experience with RFP processes

Work Rights

Not specified

Tailored Resume

Cover Letter