Sr. Wealth Strategist
Northern TrustBoston, Massachusetts, United States
Posted May 7, 2026
137400 - 240400 USD
Full Time
About the Company
Northern Trust is a globally recognized, award-winning financial institution that provides innovative financial services and guidance to the world's most successful individuals, families, and institutions.
Job Description
Senior Wealth Strategist responsible for cultivating new relationships with ultra high net worth individuals, families, and institutions, and overseeing business development, sales strategy, and execution. Requires 10+ years of sales and relationship management experience, Series 7 and 63 licenses, and strong analytical and communication skills.
Requirements
- 10 or more years of sales and relationship management experience
- Series 7 and 63 licenses
- Additional professional designations such as CFP, CFTA, CFA, CIMA are strongly preferred
- Knowledge of fiduciary capabilities and services, including fee structures and documentation
- Ability to profile a client's financial landscape and needs to determine how best to advise and deliver solutions
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
- Discretionary bonus program