Senior Wealth Strategist at Northern Trust: Advanced Relationship Building & High-Level Clients

The Senior Wealth Strategist position at Northern Trust is a full-time executive role focused on business development and high-touch sales with ultra-high net worth individuals and families. The compensation is not listed, but the job promises access to innovative financial resources and a prominent client base. Applicants must hold Series 7 and 63 licenses and have at least 10 years of wealth management sales or relationship management experience.

Role Overview: Daily Responsibilities

As Senior Wealth Strategist, you will spearhead new client acquisition strategies and develop ongoing relationships with ultra-wealthy clients. Your work will revolve around profiling financial landscapes, consulting on estate and tax planning, and bringing Northern Trust’s full suite of services to your clients.

This role puts you at the heart of the firm’s community involvement. You will serve as a local ambassador and work closely with both internal experts and external advisors. Team collaboration is central to success—independent operators need not apply.

You’ll engage in regular prospecting and maintain long-term, trusted relationships. It is expected that you will build or leverage a strong network of attorneys, CPAs, and estate planning professionals to bolster business and serve clients comprehensively.

Every day brings opportunities to design tailored financial solutions, educate your network about fiduciary products, and contribute directly to Northern Trust’s goal of exceptional service and long-term business growth.

You’ll be evaluated on new relationship generation, client retention, and your ability to integrate multidisciplinary financial expertise into every advisory step.

Career Pros: Standout Advantages

The position lets you work with a globally respected financial institution with deep resources and more than a century of stability. Partners enjoy comprehensive benefits and opportunities for internal growth and movement.

As a senior-level strategist, your work will have far-reaching impact—not just for clients but also through your influence in professional and philanthropic communities.

Career Cons: Points to Consider

This is an executive sales-oriented position, demanding significant networking, leadership, and the ability to work across departments. Compensation details are not disclosed, which may be a deciding factor for some candidates.

Success in this role requires demonstrated persistence, top-tier sales skills, and an established or rapidly developing high-net-worth network. Those lacking regulatory credentials or experience may find the requirements steep.

Endgültiges Urteil: Sollten Sie sich bewerben?

If you have the required certifications, significant wealth management experience, and thrive on building influential relationships, the Senior Wealth Strategist role at Northern Trust holds strong appeal. The opportunity to grow your professional profile, coupled with access to an elite client base and a collaborative culture, stands out. For those seeking a high-impact financial sales executive role, this position is worth a serious look.