Wealth Strategy & Client Growth Director

CFA Institute; Denver (CO); On-site; USD 103,000 - 225,000; Full time

Benefits offered by this job

Discretionary bonus

Equity component potential

Job summary

Northern Trust in the United States is seeking a Wealth Strategist / Client Development Sales Director to cultivate new relationships and execute an advice-driven approach. You will present capabilities, follow up to convert prospects, and maintain ongoing client contact while expanding existing relationships through coordinated teams.

The role requires deep knowledge of fiduciary services, a strong sales background, and licenses (Series 7 and 63) with CFP/CTFA/CFA preferred to support wealth

Qualifications

• 10+ years of sales and relationship management experience.
• Knowledge of fiduciary capabilities and services including trusts, investment management, and tax planning.
• Licenses: Series 7 and 63; professional designations are a plus.

Responsibilities

• Develops and executes an advice-based branding strategy for prospective and current clients.
• Articulates Northern Trust capabilities to community members, clients and advisors.
• Cultivates external and internal networks to grow new client relationships.
• Profiles clients to determine how to best advise and deliver solutions.
• Consults on estate planning benefits and wealth transfer strategies.
• Keeps up-to-date on a full range of trust services and related offerings.
• Maintains periodic client contact and coordinates with firm teams.

Skills

Relationship management

Sales

Financial services knowledge

Education

Series 7 & 63 licenses

CFP designation preferred

CTFA / CFA preferred

Job description

Northern Trust in the United States is seeking a Wealth Strategist / Client Development Sales Director to cultivate new relationships and execute an advice-driven approach. You will present capabilities, follow up to convert prospects, and maintain ongoing client contact while expanding existing relationships through coordinated teams.

The role requires deep knowledge of fiduciary services, a strong sales background, and licenses (Series 7 and 63) with CFP/CTFA/CFA preferred to support wealth