Senior UHNW Wealth Growth Strategist

001 The Northern Trust Company; New York (NY); On-site; USD 158,000 - 276,000; Full time

Job summary

Northern Trust—Wealth Strategist role seeks a seasoned professional to lead new business development among UHNW individuals and families. You will drive client acquisition, advise on estate and tax planning, and coordinate with specialists to deliver comprehensive wealth solutions.

The position requires deep relationship management, a robust COI network, and Series 7/63 licenses with CFP/CFA/CIMA preferred. Leadership and integrity are essential across the organization.

Qualifications

• 10+ years of sales and relationship management experience with wealth management clients.
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Responsibilities

• Develop and implement a business development strategy for targeted new client base.
• Cultivate new investment management relationships with UHNW individuals and families.
• Present Northern Trust capabilities to prospects and convert to clients.
• Coordinate transitions of ongoing client contact to appropriate teams.
• Engage with local civic and philanthropic organizations as a brand ambassador.

Skills

Entrepreneurial spirit

Sales expertise

Relationship management

UHNW networking

Communication skills

Education

Series 7 license

Series 63 license

CFP designation

CFA designation

CIMA designation

Job description

Northern Trust—Wealth Strategist role seeks a seasoned professional to lead new business development among UHNW individuals and families. You will drive client acquisition, advise on estate and tax planning, and coordinate with specialists to deliver comprehensive wealth solutions.

The position requires deep relationship management, a robust COI network, and Series 7/63 licenses with CFP/CFA/CIMA preferred. Leadership and integrity are essential across the organization.