Sr. Wealth Strategist
About this role
About the Role Overview: At Northern Trust, our Wealth Strategist position is a key business development sales role to support our growth. Wealth Strategists are responsible for cultivating new relationships with individuals, families, non-profit institutions, and other entities. This is a client development sales executive role. What You'll Do
- Oversee new client development, solutions sales strategy, and execution of our goals-driven wealth management planning.
- Identify prospective clients, share Northern Trust capabilities in conversations and meetings, and follow through to convert prospects to clients with support from local specialists and national resources.
- Manage the transition of ongoing client contact and account management to the appropriate teams within Northern Trust to encourage the enhancement and expansion of existing relationships.
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