Sr Wealth Strategist at Northern Trust in San Francisco, California

Job Description:

This role will be located in Salt Lake City

Act as a "trusted advisor" and technical expert in complex individual and family client relationships for high/ultra-high net worth clients who desire a sophisticated, multi-disciplinary wealth plan. Responsible for the development of a comprehensive personal and financial wealth profile, ascertaining wealth related goals, and the design and implementation of the wealth plan. Knowledgeable in the full capabilities of Northern Trust. Collaborate with the client's professional advisors and other Northern professionals in the delivery of integrated wealth management services.

1.Development of a comprehensive personal and financial wealth profile on the client and the client's family including identification of wealth related life goals in collaboration with Lead Relationship Manager, if any.

2.Design and implement, in collaboration with the client's professional advisors and Northern partners, a wealth plan integrating wealth management, wealth transfer and tax efficiency goals. Collaborate with Regional Wealth Advisor in design and modelling of wealth plans for ultra-high net worth clients where a Regional Wealth Advisor is engaged.

3.Work in close collaboration with the Portfolio Manager, Regional Wealth Advisor, Trust Advisor, Banker and other Northern Trust professionals in the implementation of the client's wealth plan.

4.Monitor and periodically update client wealth plan.

5.Active assistance in the sales process and identification of opportunities to expand client relationships through the introduction of new Northern Trust products and services.

6.Serve as a mentor to Associate Wealth Advisors and Wealth Advisors.

7.Actively engage in cultivation of professional advisor relationships, including attendance at and participation in professional conferences and professional advisor networks.

8.Operates independently; has in-depth knowledge of business unit / function

9.As subject area expert, provides comprehensive, in-depth consulting and leadership to team and partners at a high technical level

10.Carries out activities that are large in scope, cross-functional and technically difficult

11.Role is balanced between high level operational execution and development, and execution of strategic direction of business function activities

12.Conducts preliminary analysis

13.Responsible for direct interaction with different committees and/or management

14.Strategic in developing, implementing and administering programs within functional areas

5-7 years wealth planning experience working with high/ultra-high net worth individuals and families in a comprehensive capacity; advanced educational and professional designations including CFP, JD, MBA and similar evidence of advanced learning and professional consulting qualification desired. Strong knowledge of wealth transfer planning, taxation, estate planning solutions, wealth management products and services usually acquired through extensive work related experience with high/ultra-high net worth clients in financial services, law or consulting. Broad based technical and analytical skills in wealth planning, wealth transfer, tax, philanthropy, fiduciary practice, asset location and preservation and related disciplines. Strong interpersonal skills and proactive consultative orientation.

About Northern Trust:

Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With over 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 we are honored to receive the following awards in 2021:

•Gender Equality Index Member, Bloomberg

•Top Financial & Banking Company, Black EOE Journal, Hispanic Network Magazine, Professional WOMAN'S Magazine

We'd love to learn more about how your interests and experience could be a fit with one of America's best banks and most sustainable companies! Build your career with us and apply today.

Additional Information