Sr. Wealth Strategist

Responsibilities

• Cultivate new relationships with ultra-high net worth (UHNW) individuals, families, non-profit institutions, and other entities.
• Develop and implement a business development strategy to identify and convert prospective clients.
• Take a long-term consultative approach to wealth management, focusing on estate planning, wealth transfer, and tax planning strategies.
• Build and maintain a strong network of Centers of Influence (COIs), including attorneys, CPAs, and estate professionals.
• Collaborate with internal specialists and national resources to deliver comprehensive financial solutions.
• Act as a local brand ambassador by engaging with civic and philanthropic organizations.

Requirements

• 10+ years of sales and relationship management experience, preferably within wealth management.
• Proven ability to build and leverage a network of professional advisors (attorneys, CPAs, etc.).
• Deep knowledge of fiduciary capabilities, including personal trusts, investment management, and estate planning.
• Active Series 7 and 63 licenses are required.
• Strong analytical skills to profile client financial landscapes and connect them to appropriate services.
• Excellent communication skills for high-level client interaction and internal collaboration.

Preferred Qualifications

• Professional designations such as CFP, CFTA, CFA, or CIMA.

Benefits

• Comprehensive retirement benefits including 401k and pension.
• Health and welfare benefits including medical, dental, vision, and disability coverage.
• Paid time off and parental/caregiver leave.
• Life and accident insurance.
• Discretionary bonus program which may include an equity component.

About the Company

Northern Trust is a Fortune 500, globally recognized 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 through our enduring principles of service, expertise, and integrity.