Sr Wealth Strategist, Inst

Northern Trust

Multiple Locations
Base: $158,010 - 276,460 usd; bonus/equity: not sp...
Investment management experience
Sales skills in financial services
Client relationship management
Northern Trust is a globally recognized financial institution with over 130 years of experience

Job Summary

  • Northern Trust is a globally recognized financial institution with over 130 years of experience.
  • The role involves selling investment management services to institutions with significant assets.
  • Employees enjoy a flexible and collaborative work culture with a focus on community service.

Matching Summary

Northern Trust is a globally recognized 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

  • Investment management experience
  • Sales skills in financial services
  • Client relationship management

Nice-to-have

  • Knowledge of philanthropic strategies
  • Public speaking skills
  • Understanding of compliance regulations

Key Requirements

  • 10 years of institutional sales experience
  • CIMA, Series 7 and 63 certifications
  • In-depth knowledge of target market

Work Rights

Not specified

Tailored Resume

Cover Letter