Sr. Wealth Strategist- Client Development Sales Director- Denver

001 The Northern Trust Company; Denver (CO); On-site; USD 103,000 - 225,000; Full time

Benefits offered by this job

Discretionary bonus

Job summary

Northern Trust seeks a Wealth Strategist / Client Development Sales Director to cultivate new client relationships among individuals, families, nonprofits, and other entities. You will lead solution strategy and execution of an advice-driven approach, leveraging local teams and national resources to convert prospects to clients.

Leverage your 10+ years in sales and relationship management while navigating fiduciary services, estate planning, and investment management.

Qualifications

• 10+ years of sales and relationship management experience.
• Knowledge of fiduciary capabilities and services (e.g., personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and tax planning).
• Series 7 and 63 licenses are required.
• Professional designations such as CFP, CTFA, CFA are preferred.

Responsibilities

• Develops and executes an advice-based branding strategy as part of client development.
• Articulates and presents Northern Trust capabilities to clients, families, and professional advisors.
• Cultivates external and internal networks to identify and develop prospective client relationships.
• Profiles prospects' financial picture to determine how to advise and deliver solutions.
• Maintains knowledge of a full range of trust-oriented services and estate planning.

Skills

Relationship management

Sales experience

Business development

Networking

Education

CFP designation

CTFA designation

CFA 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. Job Summary: The Wealth Strategist / Client Development Sales Director is responsible for cultivating new relationships with individuals, families, non-profit institutions and other entities. As a member of the Wealth Strategist Northern Trust team, this individual will be responsible for new client development, solutions strategy and execution of the firm’s advice-driven approach. Leveraging our local team of specialists and national resources, the individual will identify prospective clients, present Northern Trust capabilities in conversations and meetings, and follow through to convert prospects to clients. The Wealth Strategist / Client Development Sales Director maintains ongoing contact with clients, promoting the enhancement and expansion of existing relationships. He or she will serve as a brand ambassador in the community, actively engaging as a leader for local civic and philanthropic organizations.

Major Duties

• Develops and executes an advice-based branding strategy delivered to prospective and current clients.
• Articulates and presents the full capabilities and services of Northern Trust to members of the community, clients, professional advisors and prospective clients.
• Cultivates external and internal professional and personal networks to identify and develop prospective new client relationships as well as existing client relationships.
• Profiles prospective client’s financial picture and possible needs to determine how to best advise and deliver solutions.
• Consults with clients and their attorneys on the benefits of estate planning capabilities/services utilizing a knowledge of wealth transfer and tax planning strategies.
• Maintains current in-depth knowledge of a full range of trust-oriented services (e.g., personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and tax planning).
• Maintains periodic contact with clients and acts as a liaison between clients and the rest of the firm for various activities.
• Deepens existing relationships by working with integrated teams.

Qualifications

• Candidates should have 10 or more years of sales and relationship management experience.
• Candidates should 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.
• This position requires Series 7 and 63 licenses.
• Professional designations such as CFP, CTFA, CFA, are preferred.

Salary Range

$103,000 - 225,000 USD Salary range is a good faith estimate of base pay.

Benefits

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.

Bonuses

Northern Trust also provides a discretionary bonus program that may include an equity component.

Working with Us

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies!

Reasonable Accommodation

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].

Need more info?

We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Looking for Greater

Looking for greater? You found it. A global financial leader with more than 22,000 employees in 23 locations worldwide, Northern Trust empowers our employees to achieve more than just business goals. Our focus on work-life balance, career mobility and unique opportunities are just a few of the reasons we’ve been named one of the world’s most admired companies.

APAC/INDIA 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. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

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. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

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.

EEO Know Your Rights (U.S)

EEO Know Your Rights (U.S)