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Sr. Wealth Strategist

Northern Trust
onsite
New York, NY

About this role

About the Role

Wealth Strategist is a key business development sales role to support growth at Northern Trust. The position focuses on cultivating new relationships with individuals, families, non-profit institutions, and other entities as part of a client development and wealth management sales effort. As a senior member of the team, you will oversee new client development, solutions sales strategy, and execution of a goals-driven approach to wealth management planning, identifying prospective clients, sharing Northern Trust capabilities, and converting prospects to clients. You will also manage the transition of ongoing client contact and account management to appropriate teams and you will engage as a local brand ambassador in the community. What You'll Do

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