Wealth Strategist/ Client Development Sales Director at Northern Trust

Los Angeles, California, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Wealth ManagementIndustries

Requirements

10 or more years of sales and relationship management experience
Knowledge of fiduciary capabilities and services (e.g., personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and tax planning)

Responsibilities

Develops and executes an advice-based branding strategy delivered to prospective and current clients
Articulates and presents the full capabilities and services of Northern Trust to members of the community, clients, professional 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
Profiles prospective client’s financial picture and possible needs to determine how to best advise and deliver solutions
Consults with clients and their attorneys on the benefits of estate planning capabilities/services utilizing a knowledge of wealth transfer and tax planning strategies
Maintains current in-depth knowledge of a full range of trust-oriented services
Maintains periodic contact with clients and acts as a liaison between clients and the rest of the firm for various activities
Deepens existing relationships by working with integrated teams

Skills

Key technologies and capabilities for this role

SalesRelationship ManagementFiduciary ServicesPersonal TrustsLiving TrustsWillsInvestment ManagementCustodyFinancial ConsultingEstate PlanningTax PlanningWealth Transfer

Questions & Answers

Common questions about this position

What is the salary for the Wealth Strategist/Client Development Sales Director role?

This information is not specified in the job description.

Is this position remote or does it require working in an office?

This information is not specified in the job description.

What experience is required for this role?

The role requires 10 or more years of sales and relationship management experience, along with knowledge of fiduciary capabilities and services such as personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and tax planning.

What is the company culture like at Northern Trust?

Northern Trust is committed to service, expertise, and integrity as a globally recognized, award-winning financial institution with over 130 years of experience.

What makes a strong candidate for this position?

A strong candidate will have 10+ years of sales and relationship management experience and deep knowledge of fiduciary services like trusts, estate planning, and tax strategies to effectively cultivate client relationships.