Wealth Strategist/ Client Development Sales Director

001 The Northern Trust Company; Los Angeles (CA); Sur place; USD 200 000 - 225 000; Plein temps

Avantages offerts par ce poste

401k and pension benefits

Health and welfare benefits

Discretionary bonus program

Résumé du poste

The Northern Trust Company is seeking a Wealth Strategist in Los Angeles to develop new UHNW client relationships and expand our wealth management solutions. You will lead strategic business development, engage with attorneys, CPAs, and estate planning professionals, and drive long-term client success.

You will leverage a deep network of COIs and a consultative sales approach to deliver fiduciary and investment services, with formal licenses and optional advanced credentials enhancing

Qualifications

• 10+ years of sales and relationship management experience.
• Strong network of Centers of Influence (COIs) for ultra-high net worth clients.
• Series 7 and 63 licenses required; CFP/CFA/CIMA designations preferred.
• Knowledge of fiduciary capabilities and services (trusts, wills, estate and tax planning).

Responsabilités

• Develop and execute a business development strategy to grow UHNW client base.
• Cultivate relationships with individuals, families, nonprofits, and professional advisors.
• Collaborate with internal teams to deliver wealth management solutions and services.
• Maintain ongoing client contact and ensure smooth transitions to handling teams.

Connaissances

Client development

Wealth management

Negotiation

Communication

COI network

Formation

Series 7

Series 63

CFP/CFA/CIMA preferred

Description du poste

About Northern Trust

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. At Northern Trust, our Wealth Strategist position is a key business development sales role to support our growth. Wealth Strategists are responsible for cultivating new relationships with individuals, families, non-profit institutions, and other entities. This is a client development sales executive role. As a senior member of the Northern Trust team, you will oversee new client development, solutions sales strategy, and execution of our goals-driven approach to wealth management planning. With the support of our local team of specialists and national resources, you will identify prospective clients, share Northern Trust capabilities in conversations and meetings, and follow through to convert prospects to clients. You will also manage the transition of ongoing client contact and account management to the appropriate teams within Northern Trust to encourage the enhancement and expansion of existing relationships. As a local brand ambassador in the community, you will actively engage as a leader for local civic and philanthropic organizations.

What You’ll Do

You’ll bring your entrepreneurial spirit, motivation to close new business, collaboration and communication skills together to create and implement a business development strategy and approach for your targeted new client base. You’ll work with ultra high net worth(UHNW) individuals, families and businesses as you cultivate new investment management relationships in the UHNW client space. You’ll share and support our goals-driven wealth management approach to both prospective and current clients to develop new business. And you’ll do that year after year with persistence and patience. You’ll take a long term consultative approach with clients (and their representatives including attorneys) on the benefits of estate planning services, utilizing your knowledge of wealth transfer and tax planning strategies. And you’ll check-in regularly with your clients and act as their liaison to the rest of Northern Trust as their needs evolve. You’ll cultivate internal and external personal and professional networks to identify new client relationships, and showcase the full capabilities and services of Northern Trust to members of the community, clients (new and existing), and professional advisors. You understand this is an all-encompassing endeavor – and have a plan to look for opportunities and connections in your communities, networks, and philanthropic organizations.

You won’t be alone – you’ll have and be expected to work with a full team of respected experts to provide support along the way as you work to understand the needs of potential clients and showcase how Northern Trust can help them achieve their goals and objectives.

What will make you successful in the role

You live and breathe business development and have 10 or more years of sales and relationship management experience, preferably working with wealth management clients. You have(or have a plan to build) a strong network of Centers of Influence (COIs) for ultra-high net worth individuals and families to include attorneys, estate planning professionals, and CPAs. You have knowledge of fiduciary capabilities and services (e.g., personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and tax planning), including fee structures and documentation. Keeping up-to-date with in-depth knowledge is key to long term success and credibility with your clients. You are able to profile a client’s financial landscape and needs to determine how best to advise and deliver solutions across the full span of Northern Trust capabilities. You’re willing to spend the time understanding both the client and what Northern Trust can offer to bring success to the client. Series 7 and 63 licenses are required. Additional professional designations such as CFP, CFTA, CFA, CIMA are strongly preferred. You know how to use your strong analytical and sales skills to connect individual client asset situations to our specific capabilities and services. Your strong communication skills will ensure you can understand clients’ needs and respond with the appropriate solutions. You value the input of others and look forward to working collaboratively across all of Northern Trust to grow the business. No lone wolfs here!

Salary Range

Base salary $200,000-$225,000 Salary range is a good faith estimate of base pay.

Benefits

• Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits.
• Northern Trust also provides a discretionary bonus program that may include an equity component.

Working with Us

As a Northern Trust employee, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability grounded in our principles of service, integrity and expertise. We encourage movement within the organization, our senior leaders are accessible, and you can take pride in working for a company that is committed to strengthening the communities we serve!

We look forward to learning more about how your interests and experience could align with this role as part of one of the world’s most admired and ethical companies.

Reasonable accommodation

Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [e-mail]. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), [phone] (Asia Pacific), 1800-425-0333 (India), [phone] (Europe, Middle East and Africa) and let us know the nature of your request and your contact information. We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Looking for greater? You found it. A global financial leader with more than 22,000 employees in 23 locations worldwide, Northern Trust empowers our employees to achieve more than just business goals. Our focus on work-life balance, career mobility and unique opportunities are just a few of the reasons we’ve been named one of the world’s most admired companies.

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APAC/INDIA EEO STATEMENT

It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

Canada EEO STATEMENT

Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance.

EMEA EEO STATEMENT

It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

USA EEO STATEMENT

It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status. EEO Know Your Rights (U.S).