Wealth Strategist/ Client Development Sales Director

10 or more years of sales and relationship management experience, preferably working with wealth management clients
Strong network of Centers of Influence (COIs) for ultra-high net worth individuals and families, including attorneys, estate planning professionals, and CPAs
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
Ability to profile a client’s financial landscape and needs to determine how best to advise and deliver solutions across the full span of Northern Trust capabilities
Series 7 and 63 licenses are required
Strong analytical and sales skills to connect individual client asset situations to specific capabilities and services
Strong communication skills to understand clients’ needs and respond with appropriate solutions
Value the input of others and work collaboratively across all of Northern Trust to grow the business

Create and implement a business development strategy and approach for targeted new client base
Cultivate new investment management relationships in the ultra high net worth (UHNW) client space
Share and support the goals-driven wealth management approach to both prospective and current clients
Take a long-term consultative approach with clients on the benefits of estate planning services
Cultivate internal and external personal and professional networks to identify new client relationships
Work with a full team of respected experts to provide support and understand the needs of potential clients

Additional professional designations such as CFP, CFTA, CFA, CIMA are strongly preferred