Sr. Wealth Strategist

Responsibilities

• Cultivate new relationships with ultra-high net worth (UHNW) individuals, families, and non-profit institutions.
• Develop and implement a business development strategy to drive growth within a targeted client base.
• Utilize a consultative approach to advise clients 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 to deliver comprehensive wealth management solutions and transition new accounts to appropriate management teams.
• Act as a local brand ambassador through engagement with civic and philanthropic organizations.

Requirements

• 10+ years of sales and relationship management experience, preferably within wealth management.
• Active Series 7 and Series 63 licenses.
• Deep knowledge of fiduciary capabilities, including personal trusts, investment management, and custody services.
• Strong understanding of estate and tax planning strategies.
• Proven ability to profile complex financial landscapes and connect client needs to specific service capabilities.
• Excellent communication and collaborative skills to work effectively within a team-based environment.

Preferred Qualifications

• Professional designations such as CFP, CFTA, CFA, or CIMA.
• An established 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.
• Life and accident insurance.
• Discretionary bonus program which may include an equity component.

About the Company

Northern Trust is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. A Fortune 500 company, 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.