This page is optimized for mobile devices, if you would prefer the desktop version just click here

Location: US - California - San Francisco
Category: Sales
Posted: July 4, 2024
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.

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 member of the Wealth Strategist Northern Trust team, this individual will be responsible for 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 will identify prospective clients, present Northern Trust capabilities in conversations and meetings, and follow 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 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 restof the firm for various activities.
  • Deepens existing relationships by working with integrated teams.

Qualifications:

  • Candidates should have 10 or more years of sales and relationship management experience.
  • 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 preferred.

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.

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 America s best banks and most sustainable companies! Build your career with us andapply today.#MadeForGreater

Salary Range:

Salary range: $200,000-225,000

Salary range is an estimate of base pay. Northern Trust provides a comprehensive benefits package, including retirement and pension plan contributions, health and welfare benefits, paid time off, parental and caregiver leave, life insurance, and other wellbeing benefits.

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. #MadeForGreater

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 . @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.
#
Associated topics: administrative, branch manager, director of sales, leader, manager, regional sales manager, shift lead, supervisor, team lead, team leader
Read the full job description and apply online on the recuiter's web-site

Find Jobs Hiring Now!

What: Where:

Get Jobilize Job Search Mobile App Now

Receive real-time job alerts and never miss the right job again


Related Job Postings

Emergency Medicine Physician Needed for Locum Tenens Coverage at Facility in San Jose California

Company: LocumTenens com
Location: United States - CA - CA - Friant
Posted: June 29, 2024
About the facility A facility is seeking an Emergency Medicine Physician for locum tenens coverage. About the facility location Enjoy your assignment in San Jose, California. This high-tech hub delivers surprising diversity with innovative museums, rich history, and a cosmopolitan culinary scene read more...
View Job Details

CDL-A Truck Driver - Consistent Home Time - Competitive Pay + Benefits

Company: C R England
Location: United States - CA - CA - Watsonville
Posted: July 1, 2024
C.R. England is Hiring CDL-A Drivers! • Dedicated Fleet - Competitive Pay - Full Benefits • Valid CDL-A and 3+ months of current experience required. • This lane is not suitable for students, recent grads, or trainees. Top Pay & Benefits: • Competitive pay & consistent home time • Weekly paychecks • read more...
View Job Details

Physiatrist Needed for Locum Tenens Coverage at Facility in Northern California

Company: LocumTenens com
Location: United States - CA - CA - Friant
Posted: June 11, 2024
About the facility A facility is seeking a psychiatrist for locum tenens coverage. About the facility location Enjoy the breathtaking scenery of the Redwood National and State Parks, explore the vibrant wine country of Napa Valley, or take in the stunning coastal views along the Pacific Coast read more...
View Job Details

CDL-A Truck Driver - Consistent Home Time - Competitive Pay + Benefits

Company: C R England
Location: United States - CA - CA - Pittsburg
Posted: July 1, 2024
C.R. England is Hiring CDL-A Drivers! • Dedicated Fleet - Competitive Pay - Full Benefits • Valid CDL-A and 3+ months of current experience required. • This lane is not suitable for students, recent grads, or trainees. Top Pay & Benefits: • Competitive pay & consistent home time • Weekly paychecks • read more...
View Job Details

Behavior Technician

Company: Kyo Care
Location: United States - CA - CA - Escondido
Posted: June 11, 2024
Kyo is a leading provider of Applied Behavior Analysis (ABA), an evidence-based therapy for individuals with autism. • Kyo serves thousands of children and teens across nine states. • Every day, we seek to achieve the unachievable for our clients. • As a Behavior Therapist (BT), you read more...
View Job Details

Travel Nurse RN - NICU - Neonatal Intensive Care 1 908 per week

Company: GLC On The Go
Location: United States - CA - CA - Murrieta
Posted: July 1, 2024
GLC On-The-Go is seeking a travel nurse RN NICU - Neonatal Intensive Care for a travel nursing job in Murrieta, California. & Requirements • Specialty: NICU - Neonatal Intensive Care • Discipline: RN • Start Date: 07/22/2024 • Duration: 13 weeks • 36 hours per week • Shift: 12 hours, evenings • read more...
View Job Details

CDL-A Team Driver - 6mo EXP Required - Dedicated - Inc

Company: Transco Lines
Location: United States - CA - CA - Tustin
Posted: June 30, 2024
Hazmat and Doubles Team CDL-A Company Truck Drivers. Hazmat and Doubles Team CDL-A Company Truck Drivers • Pay & Details • Dedicated Teams - Up to $110,000+ Annually Per Driver • Fontana, CA to Charlotte, NC • Transition Bonus Available • Average age of equipment is 1 year and 2 months • Teams read more...
View Job Details

Travel Speech Language Pathologist 1 944 per week

Location: United States - CA - CA - San Rafael
Posted: July 1, 2024
Centra Healthcare Allied is seeking a travel Speech Language Pathologist for a travel job in San Rafael, California. & Requirements • Specialty: Speech Language Pathologist • Discipline: Therapy • Start Date: 09/02/2024 • Duration: 13 weeks • 40 hours per week • Shift: 8 hours, days • Employment read more...
View Job Details

Dispatcher

Company: WeDriveU
Location: United States - CA - CA - Lake Isabella
Posted: June 20, 2024
*WeDriveU • is the leader in shared mobility solutions that connect communities, campuses, and workplaces. WeDriveU operates private shuttle and public transit systems across the U.S serving millions of passenger journeys a year. The company's 4,000+ team members operate 2,300 vehicles across read more...
View Job Details

Trauma Performance Improvement RN/Registered Nurse FT Days

Location: United States - CA - CA - Palm Springs
Posted: June 19, 2024
Desert Regional Medical Center is a 385-bed acute-care hospital classified as a stroke receiving center and level 2 trauma facility with an innovative, patient centered and evidence-based Rehabilitation Services Department. Our compassionate team provides a wide range of inpatient and outpatient read more...
View Job Details

Inspector

Company: Better Talent
Location: United States - CA - CA - San Diego
Posted: June 27, 2024
BLUEWATER VACATION HOMES COMPANY OVERVIEW: Apply today for a fulfilling career as a Property Inspector overseeing our high-quality vacation rentals along San Diego's stunning coast. Passion. Precision. Personality - that's what you can expect when you become part of the team at Bluewater Vacation read more...
View Job Details

A California Facility Is Searching for a Locum Tenens Internal Medicine Physician

Company: CompHealth
Location: United States - CA - CA - Los Angeles
Posted: June 20, 2024
Some locum assignments can be as short as a day, others, years. Some are far from home, others are local. Whatever it is you're looking for, we offer true opportunities, not just postings. CompHealth goes far beyond a job board, providing you with expert guidance tailored to your specific needs and read more...
View Job Details

Sales Representative Work from Home

Company: Vector Marketing
Location: United States - CA - CA - Chula Vista
Posted: July 1, 2024
Vector Marketing is running virtual interviews for sales rep positions, start work within the week! Basic responsibilities include working with customers, explaining our American made products, and placing any orders. • There is a great starting base pay (paid weekly) that isn t based on sales read more...
View Job Details

Local CDL Truck Driver

Location: United States - CA - CA - Modesto
Posted: July 1, 2024
Looking for dedicated truck driving jobs? J.B. • Hunt is hiring semi-local CDL-A drivers! Become a Dedicated Contract Services driver and start enjoying consistent freight and deliveries for a single customer. • Job Details: • Average $70,000.00 per yearSafety bonus read more...
View Job Details

Retail Cosmetics Sales Beauty Advisor - Extra Earning Potential

Company: Macys
Location: United States - CA - CA - Glendale
Posted: July 1, 2024
Bring Your Amazing Self to WorkAt Macy's, Inc. • we're on a mission to create a brighter future with bold representation for all. • This is our Mission Every One. • We know that each person here is unique. • So we respect and invest in each individual to create growth, pride, and read more...
View Job Details

Travel Speech Language Pathologist 1 408 per week

Company: OneStaff Medical
Location: United States - CA - CA - San Rafael
Posted: July 1, 2024
OneStaff Medical is seeking a travel Speech Language Pathologist for a travel job in San Rafael, California. & Requirements • Specialty: Speech Language Pathologist • Discipline: Therapy • Start Date: 09/02/2024 • Duration: 13 weeks • 24 hours per week • Shift: 8 hours, days • Employment Type: read more...
View Job Details

Locum Tenens NP - Family Practice Position in CA

Location: United States - CA - CA - Los Angeles
Posted: June 26, 2024
Weatherby can help you build a custom career plan, with multiple positions available for you today. Call us for specific details on your future job today. • Must have active state license • BC required • Weekdays, Weekends, Days • BLS required and provider must have primary care experience • 16 - 20 read more...
View Job Details

RN/Registered Nurse Cardiac Progressive Care Unit

Location: United States - CA - CA - Fresno
Posted: May 27, 2024
RN, Cardiac Progressive Care Unit • Requisition ID • 2024-40971 • Category • Registered Nurse • Shift Type • Full-Time • Shift • 12 Hour • Shift Schedule • Days • Facility • Community Regional Medical Center (CRMC) • Location • read more...
View Job Details

Cook - Franchise

Company: Denny
Location: United States - CA - CA - Lake Elsinore
Posted: July 1, 2024
Denny's - 31760 Grape St [Kitchen Staff / Grill Cook / Line Cook] As a Cook at Denny's, you'll: • Prepare food to set recipes following brand standards for proper food temperature and present it on a great looking plate; Maintain a clean and sanitary work environment; Honor guest requests for read more...
View Job Details

Acute Care and Emergency Department Imaging Radiologist

Company: AMN Healthcare
Location: United States - CA - CA - Sacramento
Posted: July 1, 2024
&Requirements • Acute Care and Emergency Department Imaging Radiologist • StartDate: 8/5/2024 Pay Rate: $425000.00 - $525000.00 • The University of California, Davis, in Northern California is seeking an Acute Care and Emergency Department Imaging Radiologist. Part of a well-established department, read more...
View Job Details

Housekeeper

Company: Better Talent
Location: United States - CA - CA - Paso Robles
Posted: June 27, 2024
COMPANY OVERVIEW: • A fantastic opportunity is just around the corner if you ve been looking for a high-energy team with consistent work, flexible schedules, and competitive compensation packages. Located halfway between San Francisco and Los Angeles along scenic Highway 101, Paso Robles Vacation read more...
View Job Details

Travel Speech Language Pathologist 1 927 per week

Location: United States - CA - CA - San Rafael
Posted: July 1, 2024
MedPro Healthcare Allied Staffing is seeking a travel Speech Language Pathologist for a travel job in San Rafael, California. & Requirements • Specialty: Speech Language Pathologist • Discipline: Therapy • Start Date: 09/02/2024 • Duration: 13 weeks • 40 hours per week • Shift: 8 hours, days • read more...
View Job Details

Travel Speech Language Pathologist 1 856 per week

Company: PHP
Location: United States - CA - CA - San Rafael
Posted: July 1, 2024
PHP is seeking a travel Speech Language Pathologist for a travel job in San Rafael, California. & Requirements • Specialty: Speech Language Pathologist • Discipline: Therapy • Start Date: 09/02/2024 • Duration: 13 weeks • 36 hours per week • Shift: 12 hours, days • Employment Type: Travel PHP Job ID read more...
View Job Details

RN/Registered Nurse Post Interventional Cardiac Area PICA

Location: United States - CA - CA - Clovis
Posted: May 13, 2024
RN, Post Interventional Cardiac Area (PICA) • Requisition ID • 2023-37999 • Category • Registered Nurse • Shift Type • PRN • Shift • 12 Hour • Shift Schedule • Days • Facility • Clovis Community Medical Center (CCMC) • Location • read more...
View Job Details

Project Manager

Company: HireTalent group
Location: United States - CA - CA - San Diego
Posted: June 12, 2024
Intake Call • 100% onsite, 8sm - 5pm • Pay rate: *-*/hour • INTERVIEW PROCESS: intial phone screen, then onsite panel interview • IS THERE A LIKELIHOOD OF AN EXTENSION PAST THE INITIAL DURATION: yes • Requirements: • Previous project analyst or project coord experience read more...
View Job Details

Locums Family Practice Physician Is Needed in CA

Company: CompHealth
Location: United States - CA - CA - Los Angeles
Posted: June 29, 2024
CompHealth services are always free to you. Let us do the heavy lifting and handle the headache of credentialing, travel, housing, and so much more. With the premier staffing agency as your champion, you can achieve more success with less worry. No other agency has our capabilities and scale, which read more...
View Job Details

Product Quality Inspector - Los Angeles California

Location: United States - CA - CA - Ontario
Posted: June 12, 2024
Product Quality Inspector • Who we are • lululemon is a yoga-inspired technical apparel company up to big things. The practice and philosophy of yoga informs our overall purpose to elevate the world through the power of practice. We are proud to be a growing global company with locations read more...
View Job Details

Explore more jobs in San Francisco   Explore more Sales jobs
Jobilize.com uses cookies to ensure that you get the best experience. By continuing to use Jobilize.com web-site, you agree to the Terms of Use and Privacy Policy.