Sr. Wealth Strategist - Client Development Sales Director - Denver

Job title: Sr. Wealth Strategist - Client Development Sales Director - Denver

About the Role Sr. Wealth Strategist - Client Development Sales Director will cultivate new relationships with individuals, families, nonprofit institutions and other entities, and lead the advice-driven approach. As a member of the Wealth Strategist team, this role will identify prospective clients, present Northern Trust capabilities, and convert prospects to clients, while maintaining ongoing contact and expanding existing relationships. The role also serves as a brand ambassador and leader in local civic and philanthropic communities.

What You'll Do

• 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 community members, 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 clients' financial picture and needs to determine how to best advise and deliver solutions.
• Consults with clients and their attorneys on estate planning benefits utilizing 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 liaison between clients and the rest of the firm for activities.
• Deepens existing relationships by working with integrated teams.

What We're Looking For

• 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.
• This position requires Series 7 and 63 licenses.
• Professional designations such as CFP, CTFA, CFA are preferred.

Nice to Have

• CFP, CTFA, CFA designation preferred.

Compensation & Benefits

• Salary Range: $103,000 - 225,000 USD per year.
• Comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits.
• Discretionary bonus program that may include an equity component.