Sr. Wealth Strategist/ Client Development Sales Executive

001 The Northern Trust Company; Denver (CO); On-site; USD 137,000 - 240,000; Full time

Benefits offered by this job

401k plan

Pension

Health benefits

Paid time off

Job summary

Northern Trust is seeking a Wealth Strategist in Denver to grow our UHNW client base by building lasting relationships and delivering comprehensive investment management services.

You will collaborate with a team of experts to tailor wealth solutions, including estate planning, fiduciary services, and tax planning. A strong network of COIs and a track record in sales are essential for success.

Qualifications

• 10+ years of sales and relationship management experience, preferably with wealth management clients.
• Strong network of Centers of Influence (COIs) for UHNW individuals and families.
• Knowledge of fiduciary capabilities and services (trusts, estates, tax planning).
• Ability to profile a client’s financial landscape and tailor solutions across the firm’s capabilities.
• Willingness to spend time understanding both the client and Northern Trust offerings.

Responsibilities

• Develop and implement a business development strategy for targeted new client base.
• Cultivate UHNW relationships and new investment management opportunities.
• Promote wealth management solutions to clients and advisors.
• Provide long-term consultative guidance on estate planning and tax strategies.
• Coordinate with internal teams to address evolving client needs.

Skills

Sales & relationship mgmt

COIs network

Fiduciary capabilities knowledge

Client profiling

Client needs analysis

Education

Series 7 & 63 licenses

CFP/CFA/CIMA preferred

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.

As a key business development sales role, the Wealth Strategist position supports our growth by cultivating new relationships with individuals, families, non‑profit institutions, and other entities.

What You’ll Do

• Develop and implement a business development strategy and approach for your targeted new client base.
• Work with ultra high net worth individuals, families and businesses to 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.
• Take a long‑term consultative approach with clients (and their representatives including attorneys) on the benefits of estate planning services, utilizing knowledge of wealth transfer and tax planning strategies.
• Check in regularly with clients and act as liaison to Northern Trust as their needs evolve.
• Cultivate internal and external personal and professional networks to identify new client relationships.
• Showcase the full capabilities and services of Northern Trust to members of the community, clients (new and existing) and professional advisors.
• Work with a full team of respected experts to provide support, understand potential clients’ needs and showcase how Northern Trust can help them.

What Makes You Successful

• 10 or more years of sales and relationship management experience, preferably working with wealth management clients.
• Strong network of Centers of Influence (COIs) for ultra‑high net worth individuals and families, including attorneys, estate planning professionals, and CPAs.
• Knowledge of fiduciary capabilities and services (personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and tax planning), including fee structures and documentation.
• Ability 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.
• Willingness to spend time understanding both the client and what Northern Trust can offer to bring success to the client.

Qualifications

• Series 7 and 63 licenses are required.
• Additional professional designations such as CFP, CFTA, CFA, CIMA are strongly preferred.

Compensation & Benefits

• Salary Range: $137,400 - 240,400 USD (base pay estimate).
• 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.
• Discretionary bonus program that may include an equity component.

Equal Opportunity & Diversity

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 status, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law.

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.

Beginning of PRC statement: We do 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 are made in a non‑discriminatory manner in accordance with our obligations under the law and codes of practice.

We are committed to providing equal employment opportunities to all employees and applicants and to 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].

Reasonable Accommodation

We are 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].

Contact for Accommodations

If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), [phone] (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.