UHNW Wealth Strategy & Growth Leader

001 The Northern Trust Company; Boston (MA); On-site; USD 137,000 - 240,000; Full time

Benefits offered by this job

401k and pension

Health benefits

Paid time off

Parental leave

Disability insurance

Job summary

Northern Trust is seeking a Wealth Strategist/Client Development Sales Executive to grow relationships with ultra‑high‑net‑worth individuals, families, and institutions. You will lead business development, identify prospects, and coordinate with a team of specialists to deliver tailored wealth management solutions.

With 10+ years in sales and relationship management, you will leverage COIs, fiduciary knowledge, and licensed credentials to convert opportunities into lasting client relationships

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 capabilities and services, including trusts, estate and tax planning.
• Series 7 and 63 licenses are required; CFP/CFA/CIMA are preferred.

Responsibilities

• Develop and execute a business development strategy to acquire UHNW clients.
• Identify prospective clients and convert prospects to clients with a consultative sales approach.
• Collaborate with internal teams to deliver comprehensive wealth management solutions.
• Manage ongoing client relationships and coordinate transitions to appropriate teams.

Skills

Wealth management

Sales

Relationship management

COIs network

Communication

Education

Series 7 and 63 licenses

CFP/CFA/CIMA preferred

Tools

CRM systems

Financial planning software

Job description

Northern Trust is seeking a Wealth Strategist/Client Development Sales Executive to grow relationships with ultra‑high‑net‑worth individuals, families, and institutions. You will lead business development, identify prospects, and coordinate with a team of specialists to deliver tailored wealth management solutions.

With 10+ years in sales and relationship management, you will leverage COIs, fiduciary knowledge, and licensed credentials to convert opportunities into lasting client relationships