Sr. Wealth Strategist
Core
Cultivate new relationships with ultra-high net worth individuals, families, and institutions to drive business development and wealth management solutions.
Role type
Senior client development sales executive (wealth management)
Builds
New client relationships and investment management accounts for UHNW clients
Domain
Wealth management / Financial services
Deliverable
client delivery
Required skills
Business development, relationship management, consultative sales, estate planning knowledge, tax planning knowledge, network cultivation, financial profiling, fiduciary services knowledge
Preferred skills
CFP, CFTA, CFA, CIMA designations
Technologies
None stated
Responsibilities
Identify prospective clients and convert prospects to clients; Manage transition of ongoing client contact to specialist teams; Engage in local civic and philanthropic organizations; Profile client financial landscapes to advise on Northern Trust capabilities; Connect client asset situations to specific services
Seniority
Senior, hands-on IC