Sr. Wealth 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

About Northern Trust

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Wealth Strategist / Client Development Sales Executive Overview

At Northern Trust, our Wealth Strategist position is a key business development sales role to support our growth. Wealth Strategists are responsible for cultivating new relationships with individuals, families, non‑profit institutions, and other entities. This is a client development sales executive role. As a senior member of the Northern Trust team, you will oversee new client development, solutions sales strategy, and execution of our goals‑driven approach to wealth management planning. With the support of our local team of specialists and national resources, you will identify prospective clients, share Northern Trust capabilities in conversations and meetings, and follow through to convert prospects to clients. You will also manage the transition of ongoing client contact and account management to the appropriate teams within Northern Trust to encourage the enhancement and expansion of existing relationships. As a local brand ambassador in the community, you will actively engage as a leader for local civic and philanthropic organizations.

What You’ll Do

• 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.
• Work with ultra high net worth (UHNW) individuals, families and businesses as you cultivate new investment management relationships in the UHNW client space.
• Share and support our goals‑driven wealth management approach to both prospective and current clients to develop new business, and do that year after year with persistence and patience.
• 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.
• Check‑in regularly with your clients and act as their liaison to the rest of Northern Trust as their needs evolve.
• 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.
• Look for opportunities and connections in your communities, networks, and philanthropic organizations, and have a plan to identify opportunities.

What will make you successful in the role

• Have 10 or more years of sales and relationship management experience, preferably working with wealth management clients.
• Have (or have a plan to build) a strong network of Centers of Influence (COIs) for ultra‑high net worth individuals and families, including attorneys, estate planning professionals, and CPAs.
• 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.
• Keep up‑to‑date with in‑depth knowledge to maintain credibility with clients.
• Be 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.
• Be willing to spend the time understanding both the client and what Northern Trust can offer to bring success to the client.
• Hold Series 7 and 63 licenses. Additional professional designations such as CFP, CFTA, CFA, CIMA are strongly preferred.
• Use strong analytical and sales skills to connect individual client asset situations to our specific capabilities and services.
• Ensure strong communication skills to understand clients’ needs and respond with the appropriate solutions.
• Value the input of others and work collaboratively across all of Northern Trust to grow the business. No lone wolves here!

Working with Us

Salary Range: $158,010 - 276,460 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.

Reasonable Accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [e-mail]. For additional assistance, call 1‑800‑807‑0302 (North America), +630‑276‑5353 (Asia Pacific), 1800‑425‑0333 (India), [phone] (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.

Equal Employment Opportunity Statements

EUO STATEMENT – 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.

Canada EEO STATEMENT – 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.

EMEA EEO STATEMENT – 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.

USA EEO STATEMENT – 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.