Northern Trust

Sr. Wealth Strategist/ Client Development Sales Executive

Northern Trust

13 days ago
Denver, CO
Onsite
Full Time
Senior
0 applicants
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Northern Trust
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About this role

A Wealth Strategist at Northern Trust focuses on new client development and business growth in the ultra high net worth (UHNW) space. The role involves cultivating relationships with individuals, families, and institutions, providing wealth management solutions, and supporting client needs through long-term consultative approaches.

Skills

Qualifications

Series 7 and 63 licensesCFPCFTACFACIMA
Northern Trust

About Northern Trust

northerntrust.com

Guided by founding principles of service, expertise and integrity, our experts help the world’s most successful individuals, families and institutions achieve their goals.

About Northern Trust

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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