Wealth Strategist

About Northern Trust

As a global leader in innovative wealth management asset servicing asset management and banking services Northern Trust (Nasdaq: NTRS) is proud to guide the worlds most successful individuals families corporations and institutions.

Since 1889 we have aligned our efforts with our three guiding Principles That Endure: Service Expertise and Integrity. Together they reflect the three cornerstones of business conduct which we strive to instill in our employees whom we call partners and to provide to our clients and the communities we serve worldwide.

With more than 135 years of financial experience and over 24000 partners we serve the worlds most sophisticated clients using leading technology and exceptional service.

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 Youll Do:

• Youll 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.
• Youll work with ultra high net worth (UHNW) individuals families and businesses as you cultivate new investment management relationships in the UHNW client space. Youll share and support our goals-driven wealth management approach to both prospective and current clients to develop new business. And youll do that year after year with persistence and patience.
• Youll 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.
• Youll cultivate internal and external personal and professional networks to identify new client relationships and showcase the full capabilities and services of Northern Trust to members of the community clients (new and existing) and professional advisors.
• You understand this is an all-encompassing endeavor and have a plan to look for opportunities and connections in your communities networks and philanthropic organizations.
• You wont be alone youll have and be expected to work with a full team of respected experts to provide support along the way as you work to understand the needs of potential clients and showcase how Northern Trust can help them achieve their goals and objectives.

What will make you successful in the role:

• You live and breathe business development and have 10 or more years of sales and relationship management experience preferably working with wealth management clients.
• You have (or have a plan to build) a strong network of Centers of Influence (COIs) for ultra-high net worth individuals and families to include attorneys estate planning professionals and CPAs.
• You have knowledge of fiduciary capabilities and services (e.g. personal trusts living trusts wills investment management custody financial consulting estate and tax planning) including fee structures and up-to-date with in-depth knowledge is key to long term success and credibility with your clients.
• You are able to profile a clients financial landscape and needs to determine how best to advise and deliver solutions across the full span of Northern Trust capabilities. Youre willing to spend the time understanding both the client and what Northern Trust can offer to bring success to the client.
• Series 7 and 63 licenses are required. Additional professional designations such as CFP CFTA CFA CIMA are strongly preferred.
• You know how to use your strong analytical and sales skills to connect individual client asset situations to our specific capabilities and services.
• Your strong communication skills will ensure you can understand clients needs and respond with the appropriate solutions.
• You value the input of others and look forward to working collaboratively across all of Northern Trust to grow the business. No lone wolves here!

About Northern Trust:

Northern Trust provides innovative financial services and guidance to corporations institutions and affluent families and individuals 135 years of financial experience and more than 20000 employees we provide exceptional service to the worlds most sophisticated and unique clients using leading technology and our goals-driven wealth management approach.

Working with Us:

As a Northern Trust employee you will be part of a flexible and collaborative work culture which has a strong history of financial strength and stability grounded in our principles of service integrity and expertise. We encourage movement within the organization our senior leaders are accessible and you can take pride in working for a company that is committed to strengthening the communities we serve!

Work Authorization

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B L-1 TN O-1 E-3 H-1B1 F-1 J-1 OPT CPT or any other employment-based visa).

Working with Us

As a Northern Trust partner you will be part of a flexible and collaborative work culture which has a strong history of financial strength and stability. Movement within the organization is encouraged senior leaders are accessible and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.

Philanthropy is deeply rooted in Northern Trusts history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process please email our HR Service Center at or alternatively you can discuss your individual requirements with the recruiter you are working with.