UHNW Wealth Growth Strategist

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

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.