CAREERS

Wealth Management - Wealth Strategist - Client Development Sales Executive - Fort Worth, TX

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Personal Trust
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83954 Requisition #

Wealth Management

Wealth Strategist - Client Development Sales Executive

Fort Worth, TX

Job Summary:

The Wealth Strategist/ Client Development Sales Executive is responsible for cultivating new relationships with individuals, families, non-profit institutions and other entities. As a senior member of the Northern Trust team, this individual will oversee the Fort Worth office’s new client development, solutions strategy, and execution of the firm’s advice-driven approach. 

Leveraging our local team of specialists and national resources, the individual identifies prospective clients, presents Northern Trust capabilities in conversations and meetings, and follows through to convert prospects to clients.

The Wealth Strategist/Client Development Sales Executive maintains ongoing contact with clients, promoting the enhancement and expansion of existing relationships. He or she will serve as a brand ambassador in the Fort Worth community, actively engaging as a leader for local civic and philanthropic organizations.

Major Duties:

  • 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 (e.g., personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and tax planning)
  • 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

Qualifications

  • 3 to 5 years of sales and relationship management experience working with wealth management clients.
  • 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.
  • This position requires Series 7 and 63 licenses.
  • Professional designations such as CFP, CFTA, CFA, CIMA are strongly preferred.
  • Analytical and sales skills are required to relate individual client asset situations to specific capabilities and services.
  • Interactive skills are required to comprehend prospects’ needs and respond with the appropriate solutions.

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Reasonable Accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), +630-276-5353 (Asia Pacific), 1800-425-0333 (India), +44(0)207 982 4357 (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.

Equal Employment Opportunity Statements
  • APAC/India EEO Statement
    • APAC/INDIA EEO STATEMENT

      It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

  • Canada EEO Statement
    • Canada EEO STATEMENT

      Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance.

  • EMEA EEO Statement
    • EMEA EEO STATEMENT

      It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

  • USA EEO Statement
    • USA EEO STATEMENT

      It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status. EEO poster (U.S.)EEO is Law Poster Supplement