Senior Wealth Strategist / Client Development Sales Executive - Northern Trust : Job Details

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.

As a Senior Wealth Strategist, you'll serve as a key partner to individuals and families navigating complex financial landscapesproviding thoughtful guidance, creative solutions, and peace of mind. You'll work alongside top talent across investment management, trust and estate planning, and private banking to deliver a holistic approach tailored to each client's unique vision for the future.

If you're energized by solving sophisticated financial puzzles, passionate about relationship building, and love collaborating with high-performing teamsthis is your next move.

What You'll Do:

• Lead with advice, not products. Help clients make informed decisions by understanding their full financial picturetrust and estate planning, investment management, tax strategy, and beyond.
• Design bespoke solutions. Partner with clients, attorneys, CPAs, and internal specialists to craft estate plans, wealth transfer strategies, and fiduciary solutions that align with clients' long-term objectives.
• Engage with purpose. Build strong, lasting relationships through meaningful conversationsasking the right questions, identifying opportunities, and offering strategic recommendations.
• Stay at the forefront of wealth planning. Keep up with evolving tax laws, trust structures, and estate planning techniques to ensure your clients benefit from the latest thinking and best practices.
• Collaborate across the firm. Work closely with relationship managers, portfolio managers, and credit advisors to ensure seamless delivery of services and proactive client support.
• Drive new business. Leverage your network of attorneys, CPAs, and centers of influence to identify prospective clients and expand relationships.
• Educate and empower. Present complex financial concepts in a clear, relatable wayhelping clients and their advisors confidently navigate key decisions.
• Champion compliance and fiduciary excellence. Ensure all planning recommendations meet federal, state, and local regulations while upholding the highest standards of integrity.

What You Bring:

• 7+ years of experience in wealth strategy, estate planning, trust services, or private banking
• Proven success in sales and relationship management within the high-net-worth or ultra-high-net-worth space
• Deep expertise in trust and fiduciary services, investment management, estate and tax planning, and wealth transfer strategies
• Excellent communication and presentation skillsyou make complex topics approachable and actionable
• Ability to collaborate with both internal partners and external advisors (attorneys, CPAs, investment professionals)
• Series 7 and 63 licenses required (Note: FINRA 66 and 65 not required for this role)
• Professional designations such as CFP, CFTA, CFA, or CIMA are strongly preferred

Salary Range:

$141,910 - 276,460 USD

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

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.

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 [email protected].