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Wealth Strategist
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Full-time
- The Wealth Strategist / Client Development Sales Director is responsible for cultivating new relationships with individuals, families, non-profit institutions and other entities.
- As a member of the Wealth Strategist Northern Trust team, this individual will be responsible for new client development, solutions strategy and execution of the firm's advice-driven approach.
- The Wealth Strategist / Client Development Sales Director maintains ongoing contact with clients, promoting the enhancement and expansion of existing relationships.
- 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).
- 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.
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