UHNW Wealth Growth Strategist

Northern Trust; Tampa (FL); On-site; USD 130,000 - 170,000; Full time

Job summary

Northern Trust seeks a Wealth Strategist in the U.S. to grow client relationships among ultra‑high‑net‑worth individuals and institutions.

This senior sales role focuses on sourcing prospects, presenting wealth management capabilities, and guiding engagements from initial contact to onboarding. You will build a trusted advisory network with attorneys, CPAs, and estate planners, and collaborate with internal experts to tailor estate, tax, and investment solutions while upholding Northern Trust’s

Qualifications

• 10+ years of sales and relationship management experience, preferably in wealth management.

Responsibilities

• Develop a business development strategy and approach for targeted new client base.

Skills

Business development

Relationship management

UHNW network development

Fiduciary capabilities knowledge

Client profiling

Licensing (Series 7)

Licensing (Series 63)

CFP/CFA/CIMA preferred

Analytical skills

Communication skills

Collaboration across teams

Education

Series 7 license

Series 63 license

CFP

CFA

CIMA

Job description

Northern Trust seeks a Wealth Strategist in the U.S. to grow client relationships among ultra‑high‑net‑worth individuals and institutions.

This senior sales role focuses on sourcing prospects, presenting wealth management capabilities, and guiding engagements from initial contact to onboarding. You will build a trusted advisory network with attorneys, CPAs, and estate planners, and collaborate with internal experts to tailor estate, tax, and investment solutions while upholding Northern Trust’s