About this role
Job title: Sr. Wealth Strategist/ Client Development Sales Executive
About the Role Northern Trust's Sr. Wealth Strategist/Client Development Sales Executive is a key business development sales role focused on acquiring and growing UHNW client relationships. The role involves identifying prospects, presenting Northern Trust capabilities, guiding wealth management planning, and ensuring smooth transitions to client teams, while serving as a community brand ambassador.
What You'll Do
- Develop and implement a targeted business development strategy to win new UHNW clients and grow investment management relationships.
- Cultivate relationships with ultra high net worth individuals, families, and businesses, identifying opportunities and converting prospects to clients with the support of specialists and national resources.
- Share and advocate a goals-driven wealth management approach to prospective and current clients; collaborate to drive new business.
- Take a long-term, consultative approach with clients and their representatives (including attorneys) on estate planning benefits, wealth transfer, and tax planning strategies.
- Maintain regular check-ins with clients and serve as liaison to the rest of Northern Trust as needs evolve; coordinate transitions to appropriate product teams.
- Cultivate internal and external networks to uncover new client relationships and showcase the full capabilities across Northern Trust; act as a local community leader and brand ambassador.