Sr. Wealth Strategist/ Client Development Sales Executive
Core
Cultivating new relationships with ultra-high net worth individuals, families, and institutions to develop investment management and wealth planning business.
Role type
Senior client development sales executive (wealth management)
Builds
New client relationships and business development for Northern Trust's wealth management services
Domain
Financial services / Wealth management / Estate and tax planning
Deliverable
client delivery
Required skills
Business development strategy, relationship management, consultative sales approach, fiduciary capabilities knowledge, client profiling, network cultivation, estate and tax planning 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 as a leader for local civic and philanthropic organizations, cultivate internal and external networks of Centers of Influence, profile client financial landscapes to advise on Northern Trust capabilities
Seniority
Senior, hands-on IC with strategic account ownership
