Wealth Strategy & Client Growth Director

001 The Northern Trust Company

Denver (CO)

On-site

USD 103,000 - 225,000

Full time

14 days+

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Benefits offered by this job

Discretionary bonus

Job summary

Northern Trust seeks a Wealth Strategist / Client Development Sales Director to cultivate new client relationships among individuals, families, nonprofits, and other entities. You will lead solution strategy and execution of an advice-driven approach, leveraging local teams and national resources to convert prospects to clients.

Leverage your 10+ years in sales and relationship management while navigating fiduciary services, estate planning, and investment management.

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).
Series 7 and 63 licenses are required.
Professional designations such as CFP, CTFA, CFA are preferred.

Responsibilities

Develops and executes an advice-based branding strategy as part of client development.
Articulates and presents Northern Trust capabilities to clients, families, and professional advisors.
Cultivates external and internal networks to identify and develop prospective client relationships.
Profiles prospects' financial picture to determine how to advise and deliver solutions.
Maintains knowledge of a full range of trust-oriented services and estate planning.