Senior Wealth Strategist-Client Sales Director
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Locations : San Francisco, CA; Menlo Park, CA; Mill Valley, CA
Time Type : Full time
Posted On : 5 Days Ago
Job Requisition ID : R122737
About Northern Trust :
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
We provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.
Job Summary :
The Wealth Strategist / Client Development Sales Executive is responsible for cultivating new relationships with individuals, families, non-profit institutions, and other entities.
This individual will be responsible for new client development, solutions strategy, and execution of the firm’s advice-driven approach.
Major Duties :
- Develops and executes an advice-based branding strategy delivered to prospective and current clients.
- Articulates and presents the full capabilities and services of Northern Trust to members of the community, clients, professional advisors, and prospective clients.
- Cultivates external and internal professional and personal networks to identify and develop prospective new client relationships as well as existing client relationships.
- Profiles prospective client’s financial picture and possible needs to determine how to best advise and deliver solutions.
- Consults with clients and their attorneys on the benefits of estate planning capabilities / services utilizing a knowledge of wealth transfer and tax planning strategies.
- Maintains current in-depth knowledge of a full range of trust-oriented services.
- Maintains periodic contact with clients and acts as a liaison between clients and the rest of the firm for various activities.
- Deepens existing relationships by working with integrated teams.
Qualifications :
- 10 or more years of sales and relationship management experience.
- Knowledge of fiduciary capabilities and services.
- This position requires Series 7 and 63 licenses.
- Professional designations such as CFP, CFTA, CFA, CIMA are strongly preferred.
Salary Range : $200,500 - $225,000. Salary range is an estimate of base pay. Northern Trust provides a comprehensive benefits package, including retirement and pension plan contributions, health and welfare benefits, paid time off, parental and caregiver leave, life insurance, and other wellbeing benefits.
Reasonable Accommodation :
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected].
Equal Employment Opportunity Statements :
Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, color, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by law.
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