UHNW Wealth Strategy & Client Growth Leader

Colorado Psychiatric

Denver, Northern (CO, KY)

Hybrid

USD 137,000 - 240,000

Full time

8 days ago

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Job summary

Northern Trust seeks a Wealth Strategist to drive new client development among UHNW individuals, families and institutions. You will craft solutions, cultivate relationships, and guide prospects through the wealth management process with a goals-driven approach.

Work with a local team and national resources to convert prospects, manage transitions to advisory teams, and engage as a community leader. Requires 10+ years sales/relationship mgmt, Series 7/63; CFP/CFA/CIMA preferred; strong COI

Qualifications

10+ years of sales and relationship management experience, preferably with wealth management clients.
Strong COI network for UHNW individuals and families (attorneys, estate planners, CPAs).
Knowledge of fiduciary services including fee structures and documentation.
Ability to profile client finances to advise across capabilities.
Series 7 and 63 licenses required; CFP, CFA, CIMA preferred.

Responsibilities

Develop a business development strategy for targeted new client base.
Cultivate new investment management relationships with UHNW individuals and families.
Engage in estate planning conversations and coordinate with the rest of Northern Trust.
Showcase Northern Trust capabilities to clients and advisors.
Build networks and opportunities in communities and philanthropic organizations.
Collaborate with a team of experts to serve client needs.