About this role
Wealth Strategist
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. As a senior member of the Northern Trust team, you will oversee new client development, solutions sales strategy, and execution of our goals-driven approach to wealth management planning. With the support of our local team of specialists and national resources, you will identify prospective clients, share Northern Trust capabilities in conversations and meetings, and follow through to convert prospects to clients. You will also 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. As a local brand ambassador in the community, you will actively engage as a leader for local civic and philanthropic organizations. What You’ll Do: You’ll bring your entrepreneurial spirit, motivation to close new business, collaboration and communication skills together to create and implement a business development strategy and approach for your targeted new client base. You’ll work with ultra high net worth (UHNW) individuals, families and businesses as you cultivate new investment management relationships in the UHNW client space. You’ll share and support our goals-driven wealth management approach to both prospective and current clients to develop new business. And you’ll do that year after year with persistence and patience. You’ll take a long term consultative approach with prospective clients (and their representatives including attorneys) on the benefits of estate planning services, utilizing your knowledge of wealth transfer and tax planning strategies. You’ll cultivate internal and external personal and professional networks to identify new client relationshi