Senior Wealth Strategist – Client Development Sales Executive

🕒 March 24

🏢🏡 Denver – Hybrid

💵 $137.4k - $240.4k / year

⏰ Full Time

🟠 Senior

🧑‍💼 Account Executive

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Northern Trust

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1889

💸 Finance

🏦 Banking

🏢 Enterprise

Finance • Banking • Enterprise

Northern Trust is a trusted financial advisor known for its commitment to service, expertise, and integrity. The company provides financial services to a diverse range of clients including family offices, financial advisors, corporations, and nonprofits. With a focus on integrated trading solutions and insights into economic challenges, Northern Trust offers a comprehensive range of services tailored to the needs of various financial entities. It also emphasizes research and client engagement to help shape economies and optimize fund operations. Founded in 1889, Northern Trust continues to build on its reputation as a leader in the finance industry.

📋 Description

• Cultivating new relationships with individuals, families, non-profit institutions, and other entities • Overseeing new client development, solutions sales strategy, and execution of goals-driven approach to wealth management planning • Identifying prospective clients and sharing Northern Trust capabilities • Managing the transition of ongoing client contact and account management • Engaging as a leader for local civic and philanthropic organizations

🎯 Requirements

• 10 or more years of sales and relationship management experience, preferably working with wealth management clients • Strong network of Centers of Influence (COIs) for ultra-high net worth individuals and families • Knowledge of fiduciary capabilities and services (e.g., personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and tax planning) • Series 7 and 63 licenses are required • Additional professional designations such as CFP, CFTA, CFA, CIMA are strongly preferred

🏖️ Benefits

• retirement benefits (401k and pension) • health and welfare benefits (medical, dental, vision, spending accounts and disability) • paid time off • parental and caregiver leave • life & accident insurance • other voluntary and well-being benefits • discretionary bonus program that may include an equity component