Senior Wealth Planner, WM Advisory (Finance)
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.
SENIOR WEALTH PLANNER, WEALTH MANAGEMENT ADVISORY
OH: R141081
Description:
Supports Northern Trust Wealth Management's strategic efforts to provide a uniquely Northern Trust experience for clients and prospects who have included philanthropy as an integral part of their wealth transfer plans.
Positions Northern Trust as an industry leader in philanthropic advisory services by working across multiple disciplines to develop comprehensive philanthropic advisory deliverables in target markets and in furtherance of the strategic objectives of Wealth Management.
Serves as a resource for Advisory Services - Family Education and Governance, Philanthropic Advisory Services, Private Foundation Administration Services, and Family Office Solutions.
Major Duties:
Develops resources (e.g., primers, case studies, white papers), designs and implements family education and philanthropy programs that deepen philanthropic literacy, promote strategic giving, and support families across generations in navigating values alignment, legacy planning, effective philanthropy and intergenerational transitions in leadership and decision-making. Leads client meetings, facilitated discussions, retreats and workshops, including preparing agendas and managing follow-up communications. Conducts research and keeps abreast of new and existing philanthropic strategies, the nonprofit sector and wealth planning for high-net-worth individuals. Initiates client communications to add value to existing client relationships and responds to inquiries from clients, prospective clients and internal partners by providing the requested information, products, services and training. Provides content for sales and marketing and participates in sales and marketing activities and provides subject area expertise commentary for media coverage. Adheres to applicable regulatory, risk management and compliance best practices and requirements. Actively engages in the cultivation of professional advisor relationships, with regular attendance and presentations at industry and professional programs and conferences.
Qualifications
Significant experience working with high-net-worth individuals and families specifically in the areas of family education and governance, charitable giving strategies and philanthropy.
The successful candidate will benefit from having the following competencies:
- Interpersonal skills required to work collaboratively with high-net-worth individuals, families, family office staff, nonprofit organizations, and professional advisors, including estate planning attorneys and investment managers.
- 7-10 years of experience working with high-net worth individuals and a strong understanding of family dynamics, wealth management, governance and philanthropy.
- Understands legal, financial, and regulatory environments related to philanthropic contributions, including but not limited to trusts, estates, donor advised funds, and legacy giving.
- Adaptive professional skills in working in a team environment to provide a customized client experience in collaboration with internal and external partners and advisors.
- Analytic, organizational and communication skills required to research and resolve inquiries and coordinate and manage conflicting priorities, multiple projects and significant and varied workflow.
- Strong writing and presentation skills required for client presentations, internal training and to support the development of marketing and sales materials for existing and prospective clients.
- A high degree of integrity, humility and cultural competency.
- Chartered Advisor in Philanthropy (CAPÒ), certified Impact Philanthropy Advisor, Masters and/or JD designations are highly preferred.
Salary Range:
$114,500 - 194,700 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. #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 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.
