UHNW Wealth Strategy & Client Development

Squillace & Associates, P.C.; Boston (MA); Hybrid; USD 137,000 - 240,000; Full time

Job summary

Northern Trust is seeking a Wealth Strategist/Client Development Sales Executive to grow our high-net-worth client base. You will identify prospective UHNW clients, present our wealth management capabilities, and convert prospects to clients, while coordinating with specialists across the firm to fulfill needs.

You will manage long-term relationships with clients and their advisers, including attorneys, to advance estate planning, tax strategies, and fiduciary services.

Qualifications

• 10+ years of sales and relationship management experience, preferably in wealth management.
• Strong network of COIs for UHNW individuals and families (attorneys, estate planners, CPAs).
• Knowledge of fiduciary capabilities and services (trusts, estate and tax planning), including fee structures.
• Ability to profile client financials and map to Northern Trust capabilities.
• Series 7 and 63 licenses are required; CFP, CFA, CIMA designations are strongly preferred.
• Analytical and sales skills with strong communication abilities.
• Collaborative approach across teams to grow the business.

Responsibilities

• Develop a business development strategy to acquire new UHNW clients.
• Cultivate investment management relationships with UHNW individuals and families.
• Take a consultative approach with clients and attorneys on wealth planning benefits.
• Build internal and external networks to identify new client relationships and showcase capabilities.
• Proactively seek opportunities in communities and among professional advisors.
• Collaborate with a team of experts to deliver tailored solutions.

Skills

Sales experience

Relationship management

Networking

Communication skills

Series 7 & 63 licenses

Education

CFP/CFA/CIMA designations preferred

Tools

Fiduciary capabilities knowledge

Job description

Northern Trust is seeking a Wealth Strategist/Client Development Sales Executive to grow our high-net-worth client base. You will identify prospective UHNW clients, present our wealth management capabilities, and convert prospects to clients, while coordinating with specialists across the firm to fulfill needs.

You will manage long-term relationships with clients and their advisers, including attorneys, to advance estate planning, tax strategies, and fiduciary services.