About this role
Job title: Wealth Strategist/ Client Development Sales Director
About the Role The Wealth Strategist is a client development and sales leadership role focused on acquiring UHNW clients and expanding Northern Trust's wealth management capabilities. You will identify prospective clients, articulate Northern Trust's capabilities, and lead the transition of relationships to appropriate teams. You will also act as a local brand ambassador and engage with community and philanthropic organizations.
What You'll Do
- Develop and execute a targeted new client development strategy for UHNW clients.
- Cultivate new investment management relationships with UHNW individuals, families, and businesses; articulate capabilities.
- Promote goals-driven wealth management approach; engage with clients and representatives.
- Advise on estate planning strategies; coordinate with attorneys and tax planning.
- Maintain regular touchpoints and transition ongoing relationships to appropriate Northern Trust teams.
- Build internal and external networks (COIs, attorneys, CPAs) to identify opportunities; represent Northern Trust in community.
- Collaborate with a team of specialists to tailor solutions to client needs.
What We're Looking For
- 10+ years of sales and relationship management experience, preferably in wealth management.
- Strong network of COIs for UHNW individuals and families, including attorneys, estate planning professionals, and CPAs.
- Knowledge of fiduciary capabilities and services (trusts, wills, investment management, custody, tax planning), including fee structures.
- Ability to profile a client’s financial landscape and tailor solutions across Northern Trust capabilities.
- Series 7 and Series 63 licenses required.
- Additional professional designations such as CFP, CFTA, CFA, CIMA strongly preferred.
- Strong analytical and sales skills with excellent communication and collaborative approach.
Nice to Have
- Additional professional designations such as CFP, CFTA, CFA, CIMA are strongly preferred.
Compensation & Benefits
- Salary and benefits information is not disclosed in the posting.