Sr. Wealth Strategist

Responsibilities

• Cultivate new relationships with ultra-high net worth (UHNW) individuals, families, and institutions to drive business growth.
• Develop and implement a strategic business development approach for a targeted new client base.
• Provide consultative wealth management planning, including estate planning, wealth transfer, and tax planning strategies.
• Build and maintain a strong network of Centers of Influence (COIs), such as 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.
• Active Series 7 and 63 licenses.
• Deep knowledge of fiduciary capabilities, including personal trusts, investment management, and estate planning.
• Proven ability to profile complex financial landscapes and deliver tailored client solutions.
• Strong analytical, sales, and communication skills.
• Ability to work collaboratively within a team-based environment.

Preferred Qualifications

• Professional designations such as CFP, CFTA, CFA, or CIMA.
• An existing, robust network of professional advisors and COIs in the UHNW space.

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.
• 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.