UHNW Wealth Strategy & Client Growth Lead

CFA Institute; New York (NY); On-site; USD 158,000 - 276,000; Full time

Benefits offered by this job

401(k) and pension benefits

Healthcare benefits

Paid time off and parental leave

Job summary

Northern Trust is seeking a Wealth Strategist/Client Development Sales Executive to drive new business with ultra high net worth individuals and families. You will lead client development, solution sales strategy, and long-term relationship growth in collaboration with a team of experts.

As a senior contributor, you will identify prospects, share capabilities, and guide transitions to appropriate teams for ongoing service and expansion.

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 services and wealth management capabilities, including fee structures.

Responsibilities

• Develop and execute a business development strategy to target UHNW clients.
• Cultivate new investment management relationships with UHNW individuals, families, and businesses.
• Advise on wealth transfer, estate planning, and tax strategies in collaboration with Northern Trust teams.
• Expand client relationships by showcasing Northern Trust capabilities to professionals and clients.
• Partner with a team of experts to meet client needs and grow the business.

Skills

Sales

Relationship management

Wealth management

Networking

Communication

Education

Series 7 license

Series 63 license

CFP

CFA

CIMA

Job description

Northern Trust is seeking a Wealth Strategist/Client Development Sales Executive to drive new business with ultra high net worth individuals and families. You will lead client development, solution sales strategy, and long-term relationship growth in collaboration with a team of experts.

As a senior contributor, you will identify prospects, share capabilities, and guide transitions to appropriate teams for ongoing service and expansion.