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Northern Trust
Northern Trust

Financial services company.

Sr Wealth Strategist, Inst

职能财务/会计
级别资深
地点Los Angeles, Canada, United States
方式现场办公
类型全职
发布2个月前

薪酬

$158,010 - $276,460

立即申请

福利待遇

401k

育儿假

医疗保险

弹性工作

必备技能

Sales

Communication

Presentation

Analytical Skills

Relationship building

About Northern Trust:

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Major Duties :1. Sells investment management, advisory, and asset servicing services to the institutional market, focusing on foundations, endowments, and no profit organizations with investable assets of $10 - $250 million.

  1. Utilizes business network and internal contacts to identify prospective clients.

  2. Actively calls in-market to raise brand awareness, obtain leads, and qualify prospective prospects.

  3. Responds to RFP's (Request for Proposal) utilizing Central Sales Support. Maintains responsibility for completion of the RFP and deliver to the prospect.

  4. Coordinates and conducts sales presentation to include participation by appropriate internal professionals.

  5. Maintains in-depth knowledge of the issues affecting the target market to successfully position oneself as a technical expert and resource.

  6. Participates in industry related conferences and programs which may include speaking engagements.

  7. Identifies opportunities to cross-sell other services and products to the target market.

  8. Works closely with local management to leverage the network and ensure client retention.

  9. Assumes responsibility for complex and sensitive
    client and account activities as assigned by manager.

  10. Researches prospects' financial picture and
    possible needs to determine how to best provide
    service.

  11. Develops rapport with prospects and arranges
    meetings to continue the sales process. Presents
    bank product materials to prospective client or
    designated liaison (e.g. attorney, CPA, etc.).

  12. Develops and maintains an understanding of
    all applicable federal, state, and local laws and
    regulations to ensure the compliance
    of financial planning activities.

Knowledge :Thorough understanding of the investment, custody, and consulting products used by foundations, institutions, endowments and nonprofit organizations. Excellent communication, presentation, and analytical skills. Sound understanding of this market segment¿s considerations in the selection and utilization of a professional money manager and custodian. Knowledge of philanthropic and planned giving strategies is helpful. Knowledge of federal, state, and local laws and regulations acquired through formal education and work experience. Analytical and sales skills are required to relate individual customer asset situations to specific products. Interactive skills are required to comprehend prospect needs and
respond with the appropriate solutions.

Experience :10 years minimum experience in an institutional sales or related role. In-depth knowledge of the target market and the assigned territory. CIMA, Series 7 and 63.

Salary Range:

$158,010 - 276,460 USD

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including 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, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

Working with Us:

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.

We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #Made For Greater

Reasonable accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.

We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.

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关于Northern Trust

Northern Trust

Northern Trust Corporation is an American financial services company headquartered in Chicago, Illinois, that caters to corporations, institutional investors, and ultra high net worth individuals.

10,001+

员工数

Chicago

总部位置

$16.2B

企业估值

评价

10条评价

3.7

10条评价

工作生活平衡

3.2

薪酬

3.8

企业文化

4.1

职业发展

2.8

管理层

3.0

65%

推荐率

优点

Great company culture and supportive environment

Good benefits and compensation

Supportive management and colleagues

缺点

Heavy workload and overwhelming demands

Limited career advancement opportunities

Long working hours and high expectations

薪资范围

2,149个数据点

Junior/L3

Senior/L5

Junior/L3 · Associate Wealth Advisor

1份报告

-

年薪总额

基本工资

-

股票

-

奖金

-

面试评价

4条评价

难度

2.8

/ 5

时长

21-35周

面试流程

1

Application Review

2

HR Screen

3

Phone Screening

4

Hiring Manager Interview

5

Panel Interview

6

Offer

常见问题

Behavioral/STAR

Technical Knowledge

Past Experience

Culture Fit

Financial Analysis