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Wealth Strategist/Client Development Sales Executive at Northern Trust in Chicago, Illinois

Posted in General Business 30+ days ago.

Type: Full-Time

Job Description:

Job Summary:

The Wealth Strategist/ Client Development Sales Executive is responsible for cultivating new relationships with individuals, families, non-profit institutions and other entities. As a senior member of the Northern Trust team, this individual will oversee the Austin office's 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 identifies prospective clients, presents Northern Trust capabilities in conversations and meetings, and follows 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 Austin 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 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


•Candidates should have 10 or more years of sales and relationship management experience working with wealth management clients.
•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.
Professional designations such as CFP, CFTA, CFA, CIMA are strongly preferred.
•Analytical and sales skills are required to relate individual client asset situations to specific capabilities and services.
•Interactive skills are required to comprehend prospects' needs and respond with the appropriate solutions.

About Northern Trust:

Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With 130 years of financial experience and nearly 20,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.

Working with Us:
As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company that is committed to strengthening the communities we serve!

We recognize the value of inclusion and diversity in culture, in thought, and in experience, which is why Forbes ranked us the top employer for Diversity in 2018.

We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and ethical companies. Build your career with us and apply today.