Senior Wealth Strategist
Shape the financial futures of ultra high net worth clients with Northern Trust. Enjoy a full-time, client-facing executive role with prestige and impactful work.
About the Senior Wealth Strategist Offer
The Senior Wealth Strategist at Northern Trust is a full-time, client-development executive role focused on high-net-worth individuals and families.
This prestigious position is designed for professionals with a strong sales background and a desire to excel in wealth management advisory.
While salary specifics aren’t disclosed, candidates are expected to have at least ten years of sales experience and relevant licenses.
You will work with a local and national team, serving as a brand ambassador for Northern Trust and gaining access to top resources and training.
The position provides the stability and resources of a Fortune 500 company, supporting your growth and career advancement.
What You Will Do Daily
Expect to work closely with ultra high net worth individuals and their advisors, introducing services like estate planning and investment management.
Your role involves cultivating networks with attorneys, CPAs, and other professionals to drive new business and manage ongoing client relationships.
You will act as both a liaison and strategist, ensuring clients’ goals are met through regular consultation and proactive engagement.
Leveraging collaboration, analytical skills, and a client-focused mindset, you will identify opportunities and deliver tailored financial solutions.
Additionally, you’ll represent Northern Trust in the broader community, expanding the firm’s influence and presence among potential clients.
Pros: Key Benefits and Advantages
Northern Trust offers a highly reputable work environment known for stability, resources, and career growth.
The company is committed to diversity and flexibility, supporting employees’ unique working preferences where feasible.
Professionals joining Northern Trust benefit from robust training, a collaborative culture, and the prestige of a Fortune 500 institution.
Teamwork and knowledge sharing are prioritized, ensuring you’ll always have expert backup and support.
Brand recognition and access to advanced technology further enable your professional success.
Cons: Challenges and Considerations
This role demands a strong entrepreneurial drive and a well-established network of professional connections.
The position does not offer home office flexibility, requiring a full commitment to in-person responsibilities.
High expectations and client development pressure can be demanding, especially for individuals used to independent work styles.
Licenses such as Series 7 and 63 are required, plus additional certifications are highly preferred, which might be challenging for some.
The pace of business development may feel intense for candidates without a proactive sales mindset.
Final Verdict: Is This Role for You?
The Senior Wealth Strategist position at Northern Trust is ideal for experienced sales professionals looking to thrive in wealth management.
If you have a proven track record, relevant certifications, and enjoy building lasting client relationships, this is a compelling opportunity.
Despite certain challenges, the prestige, resources, and growth potential provided here are unmatched in the industry.
It’s a role best suited for those who are proactive, collaborative, and eager to represent an industry leader.
This is a rewarding opportunity for the right candidate seeking career advancement and impact within an esteemed organization.