Denver Wealth Strategy & Client Growth Director

Northern Trust Corp; Denver (CO); Hybrid; USD 103,000 - 225,000; Full time

Benefits offered by this job

Discretionary bonus

401k and pension

Health and welfare benefits

Paid time off

Parental and caregiver leave

Job summary

Northern Trust is seeking a Sr. Wealth Strategist- Client Development Sales Director in Denver to cultivate new relationships with individuals, families and institutions.

You will lead an advice-driven approach, present capabilities, and coordinate with local and national teams to convert prospects into clients. Qualified candidates have 10+ years in sales and relationship management, series 7/63 licenses, and professional designations such as CFP/CTFA/CFA are preferred; the role offers a

Qualifications

• 10+ years of sales and relationship management experience.
• Knowledge of fiduciary capabilities and services including estate and tax planning.

Responsibilities

• Develops and executes an advice-based branding strategy for prospective and current clients.
• Articulates Northern Trust capabilities to clients, advisors and prospects.
• Cultivates networks to identify and develop new client relationships and deepen existing ones.
• Profiles clients’ financial picture to tailor solutions.
• Consults on estate planning capabilities leveraging wealth transfer strategies.
• Maintains knowledge of a full range of trust-oriented services.
• Acts as liaison between clients and the firm across activities.
• Deepens relationships through integrated team collaboration.

Skills

Sales & relationship mgmt

Fiduciary capabilities knowledge

Licensing: Series 7 & 63

Financial advisory experience

Education

CFP

CTFA

CFA

Job description

Northern Trust is seeking a Sr. Wealth Strategist- Client Development Sales Director in Denver to cultivate new relationships with individuals, families and institutions.

You will lead an advice-driven approach, present capabilities, and coordinate with local and national teams to convert prospects into clients. Qualified candidates have 10+ years in sales and relationship management, series 7/63 licenses, and professional designations such as CFP/CTFA/CFA are preferred; the role offers a