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.
• 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 and national resources to deliver comprehensive wealth management 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 Series 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, communication, and collaborative skills.

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.
• 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.