Wealth Strategy & Client Growth Director

Northern Trust; Denver (CO); On-site; USD 103,000 - 225,000; Full time

Benefits offered by this job

Retirement benefits

Health and welfare benefits

Paid time off

Parental leave

Life & accident insurance

Discretionary bonus program

Job summary

Northern Trust seeks a Wealth Strategist / Client Development Sales Director to cultivate new relationships with individuals, families, non-profit institutions and other entities. As a member of the Wealth Strategist Northern Trust team, this individual will be responsible for new client development, solutions strategy and execution of the firm's advice-driven approach.

Leveraging our local team of specialists and national resources, the individual will identify prospective clients, present

Qualifications

• 10+ years of sales and relationship management experience.
• Knowledge of fiduciary capabilities and services (e.g., personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and tax planning).
• Requires Series 7 and 63 licenses.
• Professional designations such as CFP, CTFA, CFA are preferred.

Responsibilities

• Develops and executes an advice-based branding strategy for prospective and current clients.
• Articulates Northern Trust capabilities to community members, clients, advisors and prospects.
• Cultivates networks to identify and develop new client relationships and deepen existing ones.
• Profiles prospects' financial picture to determine suitable advisory solutions.
• Consults with clients and attorneys on estate planning benefits and wealth transfer strategies.
• Maintains knowledge of a full range of trust services (personal/living trusts, wills, investment management, custody, tax planning).
• Maintains regular client contact and liaises between clients and the firm for activities.
• Deepens relationships by working with integrated teams.

Skills

Relationship management

Sales experience

Financial services knowledge

Education

Series 7 & 63 licenses

CFP/CTFA/CFA preferred

Job description

Northern Trust seeks a Wealth Strategist / Client Development Sales Director to cultivate new relationships with individuals, families, non-profit institutions and other entities. As a member of the Wealth Strategist Northern Trust team, this individual will be responsible for new client development, solutions strategy and execution of the firm's advice-driven approach.

Leveraging our local team of specialists and national resources, the individual will identify prospective clients, present