Wealth Strategy & Client Growth Director

Colorado Psychiatric; Denver (CO); Hybrid; USD 103,000 - 225,000; Full time

Benefits offered by this job

401(k) plan

Pension

Health & welfare benefits

Paid time off

Parental and caregiver leave

Life & accident insurance

Discretionary bonus program

Job summary

Northern Trust is looking for a Wealth Strategist / Client Development Sales Director in the United States to cultivate new relationships with individuals, families, non-profits, and institutions. You will drive new client development, shape solutions strategy, and execute an advice-driven approach leveraging local and national resources.

You will maintain ongoing client contact, expand existing relationships, and serve as a community brand ambassador, engaging with civic and philanthropic

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), including fee structures and documentation.
• Series 7 and 63 licenses required.
• Professional designations such as CFP, CTFA, CFA are preferred.

Responsibilities

• Develops and executes an advice-based branding strategy delivered to prospective and current clients.
• Articulates and presents the full capabilities and services of Northern Trust to members of the community, clients, professional advisors and prospective clients.
• Cultivates external and internal professional and personal networks to identify and develop prospective new client relationships as well as existing client relationships.
• Profiles prospective client's financial picture and possible needs to determine how to best advise and deliver solutions.
• Consults with clients and their attorneys on the benefits of estate planning capabilities/services utilizing a knowledge of wealth transfer and tax planning strategies.
• Maintains current in-depth knowledge of a full range of trust-oriented services (e.g., personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and tax planning).
• Maintains periodic contact with clients and acts as a liaison between clients and the rest of the firm for various activities.
• Deepens existing relationships by working with integrated teams.

Skills

Sales experience

Relationship management

Fiduciary knowledge

Securities licenses (Series 7/63)

Professional designations preferred

Job description

Northern Trust is looking for a Wealth Strategist / Client Development Sales Director in the United States to cultivate new relationships with individuals, families, non-profits, and institutions. You will drive new client development, shape solutions strategy, and execute an advice-driven approach leveraging local and national resources.

You will maintain ongoing client contact, expand existing relationships, and serve as a community brand ambassador, engaging with civic and philanthropic