at Northern Trust Company in Chicago, Illinois, United States
Job Description
About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
WEALTH STRATEGIST
OH: R122251
The Wealth Strategist / Client Development Sales Executive is responsible for cultivating new relationships with individuals, families, non-profit institutions and other entities. As a member of the Northern Trust team in Chicago, this individual will be responsible for new client development, solutions strategy and execution of the firm's advice-driven approach. Leveraging our local team of specialists and national resources, the individual will identify prospective clients, present Northern Trust capabilities in conversations and meetings, and follow through to convert prospects to clients. The Wealth Strategist / Client Development Sales Executive maintains ongoing contact with clients, promoting the enhancement and expansion of existing relationships. He or she will serve as a brand ambassador in the community, actively engaging as a leader for local civic and philanthropic organizations.
Major Duties:
-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 advice 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.
The successful candidate will benefit from having the following competencies:
- Candidates should have 8 or more years of sales and relationship management experience.
- Candidates should have 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.
- This position requires Series 7 and 63 licenses. Please note that the FINRA 66 License includes the 63 and 65. However, in this role we do not need the FINRA 65 License of the FINRA 66 License, hence, we don't carry it.
- Professional designations such as CFP, CFTA, CFA, CIMA are strongly preferred.
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture...
Equal Opportunity Employer - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity
