Northern Trust seeks a Wealth Strategist/Client Development Sales Executive in Boston to build and manage relationships with UHNW individuals and families. You will drive new business development, present comprehensive wealth management capabilities, and coordinate across teams to convert prospects into lasting clients.
You will cultivate a strong COI network, leverage fiduciary knowledge, and apply a goals-driven approach to estate and tax planning, ensuring long-term client success.
#J-18808-LjbffrSenior UHNW Wealth Strategist in northern at Unknown Company
This position is listed as full time and onsite.