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 Sr. Wealth Strategist role involves cultivating new relationships with ultra high net worth individuals and institutions, implementing a goals-driven wealth management strategy, and acting as a local brand ambassador.
The company offers a flexible and collaborative work culture with opportunities for career movement, senior leadership accessibility, and a commitment to community support and inclusion.
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.
Skills & Requirements
Must-have
Business development and sales
Client relationship management
Wealth management planning
Consultative estate planning approach
Collaboration with internal teams
Networking with Centers of Influence
Nice-to-have
Entrepreneurial spirit
Community and philanthropic engagement
Long term client relationship focus
Strong communication skills
Analytical sales skills
Flexible and collaborative work culture
Key Requirements
10+ years sales and relationship management experience
Series 7 and 63 licenses required
Knowledge of fiduciary services and wealth transfer strategies
Strong network of Centers of Influence
Preferred professional designations CFP, CFTA, CFA, CIMA