Senior Wealth Strategist
001 The Northern Trust Company
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Benefits offered by this job
Job summary
The Northern Trust Company is seeking a senior wealth advisor to lead business development with ultra high net worth clients in the United States. You will build and manage relationships, and work with attorneys and CPAs to deliver comprehensive wealth management solutions.
Responsibilities include developing strategies, collaborating with a team, and leveraging Northern Trust capabilities to grow the client base. Licenses (Series 7 and 63) are required; additional designations are preferred.
Qualifications
- 10+ years of sales and relationship management experience in wealth management.
- Network of Centers of Influence (COIs) including attorneys, estate planning professionals, and CPAs.
- Knowledge of fiduciary capabilities and services and fee structures.
- Series 7 and 63 licenses required; CFP/CFA/CIMA preferred.
Responsibilities
- Develop and implement a business development strategy for UHNW client base.
- Cultivate investment management relationships with UHNW individuals and families.
- Advise clients on wealth management and estate planning benefits.
- Collaborate with the team to identify opportunities and showcase Northern Trust capabilities to clients and advisors.
- Maintain long-term client relationships and liaise with attorneys and advisors.
Skills
Job description
As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions. Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
- You’ll bring your entrepreneurial spirit, motivation to close new business, collaboration and communication skills together to create and implement a business development strategy and approach for your targeted new client base.
- You’ll work with ultra high net worth(UHNW) individuals, families and businesses as you cultivate new investment management relationships in the UHNW client space.
- You’ll share and support our goals-driven wealth management approach to both prospective and current clients to develop new business.
- And you’ll do that year after year with persistence and patience.
- You’ll take a long term consultative approach with clients (and their representatives including attorneys) on the benefits of estate planning services, utilizing your knowledge of wealth transfer and tax planning strategies.
- And you’ll check‑in regularly with your clients and act as their liaison to the rest of Northern Trust as their needs evolve.
- You’ll cultivate internal and external personal and professional networks to identify new client relationships, and showcase the full capabilities and services of Northern Trust to members of the community, clients (new and existing), and professional advisors.
- You understand this is an all-encompassing endeavor – and have a plan to look for opportunities and connections in your communities, networks, and philanthropic organizations.
- You won’t be alone – you’ll have and be expected to work with a full team of respected experts to provide support along the way as you work to understand the needs of potential clients and showcase how Northern Trust can help them achieve their goals and objectives.
- You live and breathe business development and have 10 or more years of sales and relationship management experience, preferably working with wealth management clients.
- You have(or have a plan to build) a strong network of Centers of Influence (COIs) for ultra-high net worth individuals and families to include attorneys, estate planning professionals, and CPAs.
- You have knowledge of fiduciary capabilities and services (e.g., personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and tax planning), including fee structures and documentation.
- Keeping up-to-date with in-depth knowledge is key to long term success and credibility with your clients.
- You are able to profile a client’s financial landscape and needs to determine how best to advise and deliver solutions across the full span of Northern Trust capabilities.
- You’re willing to spend the time understanding both the client and what Northern Trust can offer to bring success to the client.
- Series 7 and 63 licenses are required.
- Additional professional designations such as CFP, CFTA, CFA, CIMA are strongly preferred.
- You know how to use your strong analytical and sales skills to connect individual client asset situations to our specific capabilities and services.
- Your strong communication skills will ensure you can understand clients’ needs and respond with the appropriate solutions.
- You value the input of others and look forward to working collaboratively across all of Northern Trust to grow the business.
- No lone wolves here!
Salary Range: $130,530 - 228,380 USD Salary range is a good faith estimate of base pay.
- Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits.
- Northern Trust also provides a discretionary bonus program that may include an equity component.
Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).
As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve. Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.
Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com, or alternatively you can discuss your individual requirements with the recruiter you are working with.
- Candidate Privacy Notice
- California Applicant Privacy Notice
- Pay Transparency Nondiscrimination Provision (U.S)
- Transparency in Coverage Disclosure – North America
It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.
Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance.
It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.
It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status. EEO Know Your Rights (U.S).>
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