Sr Wealth Strategist, Inst
Northern Trust(2 months ago)
About this role
A senior institutional sales role at Northern Trust focused on foundations, endowments, and nonprofit organizations with $10–250M in investable assets. The position represents Northern Trust’s investment management, advisory, and asset servicing capabilities to grow the firm’s institutional client base.
Required Skills
- Institutional Sales
- Relationship Management
- RFPs
- Presentations
- Prospecting
- Investment Management
- Asset Servicing
- Regulatory Knowledge
- Cross-Selling
- Market Research
Qualifications
- CIMA
- Series 7
- Series 63
About Northern Trust
northerntrust.comGuided by founding principles of service, expertise and integrity, our experts help the world’s most successful individuals, families and institutions achieve their goals.
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