Northern Trust Corporation
Sr. Wealth Strategist / Client Development Sales Executive
Northern Trust Corporation, Phoenix, Arizona, United States, 85003
Overview
Northern Trust, a Fortune 500 company, is a globally recognized financial institution with a long history of service, expertise and integrity. The Wealth Strategist role is a key business development sales position to support growth by cultivating 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 convert prospects to clients. You will also manage the transition of ongoing client contact and account management to the appropriate teams 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 for your targeted new client base. You’ll work with ultra high net worth (UHNW) individuals, families and businesses to cultivate new investment management relationships in the UHNW client space. You’ll share and support our goals-driven wealth management approach to prospective and current clients to develop new business with persistence and patience. You’ll take a long-term consultative approach with clients (and their representatives including attorneys) on the benefits of estate planning services, utilizing knowledge of wealth transfer and tax planning strategies. You’ll check in regularly with clients and act as their liaison to the rest of Northern Trust as needs evolve. You’ll cultivate internal and external networks to identify new client relationships and showcase Northern Trust capabilities to community members, clients (new and existing), and professional advisors. You understand this is an all-encompassing endeavor and will look for opportunities and connections in your communities, networks, and philanthropic organizations. You won’t be alone — you’ll work with a full team of respected experts to understand client needs and demonstrate how Northern Trust can help them achieve their goals. 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 with wealth management clients. You have (or plan to build) a strong network of Centers of Influence (COIs) for UHNW individuals and families, including 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 documentation. Keeping up-to-date with in-depth knowledge is key to long-term success and credibility with clients. You can profile a client’s financial landscape and needs to determine how best to advise and deliver solutions across the full span of Northern Trust capabilities. You’re willing to spend 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 analytical and sales skills to connect client asset situations to Northern Trust capabilities and services. Your strong communication skills ensure you can understand clients’ needs and respond with appropriate solutions. You value collaboration across all of Northern Trust to grow the business. About Northern Trust
Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent individuals globally. With 135 years of financial experience and more than 20,000 employees, we serve the world’s 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 with a history of financial strength and stability grounded in service, integrity and expertise. Movement within the organization is encouraged; senior leaders are accessible, and you can take pride in working for a company that is committed to strengthening the communities we serve. We encourage you to learn more about how your interests and experience could align with this role at one of the world’s most admired and ethical companies. Build your career with us and apply today. We’re committed to flexibility and supporting your needs. Please discuss any reasonable accommodations or flexible working requirements during the application process. 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. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and discuss how we can accommodate your needs.
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Northern Trust, a Fortune 500 company, is a globally recognized financial institution with a long history of service, expertise and integrity. The Wealth Strategist role is a key business development sales position to support growth by cultivating 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 convert prospects to clients. You will also manage the transition of ongoing client contact and account management to the appropriate teams 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 for your targeted new client base. You’ll work with ultra high net worth (UHNW) individuals, families and businesses to cultivate new investment management relationships in the UHNW client space. You’ll share and support our goals-driven wealth management approach to prospective and current clients to develop new business with persistence and patience. You’ll take a long-term consultative approach with clients (and their representatives including attorneys) on the benefits of estate planning services, utilizing knowledge of wealth transfer and tax planning strategies. You’ll check in regularly with clients and act as their liaison to the rest of Northern Trust as needs evolve. You’ll cultivate internal and external networks to identify new client relationships and showcase Northern Trust capabilities to community members, clients (new and existing), and professional advisors. You understand this is an all-encompassing endeavor and will look for opportunities and connections in your communities, networks, and philanthropic organizations. You won’t be alone — you’ll work with a full team of respected experts to understand client needs and demonstrate how Northern Trust can help them achieve their goals. 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 with wealth management clients. You have (or plan to build) a strong network of Centers of Influence (COIs) for UHNW individuals and families, including 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 documentation. Keeping up-to-date with in-depth knowledge is key to long-term success and credibility with clients. You can profile a client’s financial landscape and needs to determine how best to advise and deliver solutions across the full span of Northern Trust capabilities. You’re willing to spend 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 analytical and sales skills to connect client asset situations to Northern Trust capabilities and services. Your strong communication skills ensure you can understand clients’ needs and respond with appropriate solutions. You value collaboration across all of Northern Trust to grow the business. About Northern Trust
Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent individuals globally. With 135 years of financial experience and more than 20,000 employees, we serve the world’s 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 with a history of financial strength and stability grounded in service, integrity and expertise. Movement within the organization is encouraged; senior leaders are accessible, and you can take pride in working for a company that is committed to strengthening the communities we serve. We encourage you to learn more about how your interests and experience could align with this role at one of the world’s most admired and ethical companies. Build your career with us and apply today. We’re committed to flexibility and supporting your needs. Please discuss any reasonable accommodations or flexible working requirements during the application process. 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. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and discuss how we can accommodate your needs.
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