UHNW Wealth Strategist — Growth & Client Stewardship

001 The Northern Trust Company; Fort Lauderdale (FL); On-site; USD 110,000 - 190,000; Full time

Job summary

Northern Trust is seeking a senior Wealth Strategist to drive client development and solutions sales for UHNW individuals, families, and institutions. You will identify prospects, present capabilities, and coordinate transitions to appropriate teams while expanding relationships with clients and advisors.

You will work with a strong team of experts to deliver wealth planning, fiduciary, and investment solutions, leveraging your COIs and network to grow the business while upholding Northern

Qualifications

• 10+ years of sales and relationship management experience, preferably in wealth management.
• Strong network of centers of influence (attorneys, estate planners, CPAs) for UHNW clients.
• Knowledge of fiduciary services and wealth management capabilities; understanding fees and documentation.

Responsibilities

• Develop new client relationships in UHNW space and convert prospects to clients.
• Lead and execute a goals-driven wealth management approach with internal teams.
• Collaborate with specialists and leverage national resources to expand existing relationships.

Skills

Wealth management

Sales experience

Relationship management

COIs & networks

Series 7/63 licenses

CFP/CFA/CIMA (preferred)

Education

Series 7/63 required (licenses)

CFP / CFA / CIMA preferred

Job description

Northern Trust is seeking a senior Wealth Strategist to drive client development and solutions sales for UHNW individuals, families, and institutions. You will identify prospects, present capabilities, and coordinate transitions to appropriate teams while expanding relationships with clients and advisors.

You will work with a strong team of experts to deliver wealth planning, fiduciary, and investment solutions, leveraging your COIs and network to grow the business while upholding Northern