Wealth Strategy & Client Growth Director

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

Job summary

Northern Trust in Denver seeks a Wealth Strategist / Client Development Sales Director to grow the client base by cultivating relationships with individuals, families, nonprofits, and institutions. You will lead new client development, craft strategy, and execute our advice-driven approach using local and national resources.

You will act as a brand ambassador, expanding relationships, meeting with professional advisers, and presenting capabilities to convert prospects into clients.

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 are 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 clients, professionals, and prospects.
• Cultivates networks to identify and develop new client relationships as well as existing ones.
• Profiles prospective clients' financial picture and needs to determine how to advise and deliver solutions.
• Consults with clients on estate planning benefits and wealth transfer strategies.

Skills

Sales & relationship management

Fiduciary capabilities knowledge

Education

Series 7 and 63 licenses

CFP, CTFA, CFA preferred

Job description

Northern Trust in Denver seeks a Wealth Strategist / Client Development Sales Director to grow the client base by cultivating relationships with individuals, families, nonprofits, and institutions. You will lead new client development, craft strategy, and execute our advice-driven approach using local and national resources.

You will act as a brand ambassador, expanding relationships, meeting with professional advisers, and presenting capabilities to convert prospects into clients.