Sr. Wealth Strategist- Client Development Sales Director- Denver
Core
Cultivating new relationships with individuals, families, and institutions to develop solutions strategy and convert prospects to clients.
Role type
Sr. Wealth Strategist / Client Development Sales Director
Builds
New client relationships and expanded existing relationships for Northern Trust's wealth management services
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
sales and relationship management, fiduciary capabilities knowledge, estate and tax planning strategies, trust-oriented services expertise, network cultivation, financial profiling
Preferred skills
CFP, CTFA, CFA designations
Technologies
N/A
Responsibilities
Develop and execute advice-based branding strategy, present full capabilities to community and clients, cultivate networks to identify prospects, profile prospective clients' financial pictures, consult on estate planning benefits, maintain client contact as liaison, deepen relationships with integrated teams
Seniority
Senior, hands-on IC
