Sr. Wealth Strategist/ Client Development Sales Director
| Company | Northern Trust |
|---|---|
| Location | Mill Valley, CA, USA, San Francisco, CA, USA, Menlo Park, CA, USA |
| Salary | $200000 – $250000 |
| Type | Full-Time |
| Degrees | |
| Experience Level | Expert or higher |
Requirements
- 10 or more years of sales and relationship management experience
- 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
- Series 7 and 63 licenses
Responsibilities
- Develops and executes an advice-based branding strategy delivered to prospective and current clients
- Articulates and presents the full capabilities and services of Northern Trust to members of the community, clients, professional advisors and prospective clients
- Cultivates external and internal professional and personal networks to identify and develop prospective new client relationships as well as existing client relationships
- Profiles prospective client’s financial picture and possible needs to determine how to best advise and deliver solutions
- Consults with clients and their attorneys on the benefits of estate planning capabilities/services utilizing a knowledge of wealth transfer and tax planning strategies
- Maintains current in-depth knowledge of a full range of trust-oriented services (e.g., personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and tax planning)
- Maintains periodic contact with clients and acts as a liaison between clients and the rest of the firm for various activities
- Deepens existing relationships by working with integrated teams
Preferred Qualifications
- Professional designations such as CFP, CTFA, CFA are preferred