Wealth Strategist/Sales Executive

About Northern Trust:

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

WEALTH STRATEGIST/SALES EXECUTIVE, WEALTH MANAGEMENT
OH: 86182

This is an exciting opportunity for a high-integrity individual who embraces a growth mindset, team collaboration across disciplines and commitment to service excellence. The Wealth Strategist / Client Development Sales Executive is responsible for cultivating relationships with individuals, families and non-profit institutions.

This person will lead new client development and introduce Northern Trust’s advice-driven approach for partnering with clients. Top performers self-source prospects, leverage our talent depth and breadth to highlight a Northern Trust client experience, demonstrate strong listening skills and have a relentless attention to the details. In addition to self-sourcing, the Wealth Strategist / Client Development Sales Executive is expected to collaborate with colleagues who identify opportunities, quarterbacking the sales experience for the team. She or he maintains contact with clients with a goal of deepening relationships. The person will serve as a brand ambassador in the St. Louis community, actively engaging as a leader for local civic and philanthropic organizations.

Major Duties:
- Executes an advice-based branding strategy delivered to prospective clients.
- Articulates and presents the full capabilities and services of Northern Trust to members of the community, external 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.
- Develops deep understanding of the prospective client’s financial picture and needs to determine the best advice

- 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).

The ideal candidate will benefit from having the following competencies:

- Candidates should have 5 or more years of sales and relationship management experience.
- 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. Please note that the FINRA 66 License includes the 63 and 65. However, in this role we do not need the FINRA 65 License of the FINRA 66 License, hence, we do not carry it.
- Professional designations such as CFP, CFTA, CFA, CIMA are preferred.

Working with Us:

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.

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 sustainable companies! Build your career with us and apply today. #MadeForGreater

Reasonable accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.

We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.