Sr. Wealth Strategist
Northern TrustNew York, New York, United States
Posted April 28, 2026
158010 - 276460 USD
Full Time
About the Company
Northern Trust is a globally recognized, award-winning financial institution with over 130 years of financial experience and over 22,000 partners.
Job Description
The Sr. Wealth Strategist will sell trust products and services to individuals with complex or sensitive financial situations. The role requires identifying prospective clients, presenting products, and maintaining ongoing contact with clients to promote relationship enhancement opportunities. The ideal candidate will have 10 years of trust sales or trust relationship management experience and knowledge of fiduciary products and services, as well as federal, state, and local laws and regulations.
Requirements
- 10 years of trust sales or trust relationship management experience
- Knowledge of fiduciary products and services, including fee structures and documentation
- Knowledge of federal, state, and local laws and regulations
- Analytical and sales skills
- Interactive skills
Benefits
- 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
- Voluntary and well-being benefits
- Discretionary bonus program with possible equity component