Top Tech Jobs & Startup Jobs in NYC, NY

Senior business-development role focused on cultivating and converting ultra-high-net-worth individuals, families and institutions. Develop and execute targeted sales and estate/wealth transfer strategies, coordinate with internal specialists, build advisor/COI networks, and act as a local brand ambassador to grow client relationships and refer ongoing account management to Northern Trust teams.

Lead and deepen client relationships for high-net-worth individuals and families, coordinate multi-disciplinary wealth management services, drive organic growth, source new relationships, develop tailored financial strategies, and ensure seamless delivery of banking, investment, tax, estate, and advisory solutions.

Senior client development and sales role responsible for cultivating and converting UHNW individuals, families, and institutions. Develop and execute business development strategy, advise on estate, wealth transfer, and tax planning, and coordinate with internal specialists to deliver comprehensive wealth management solutions. Act as a local brand ambassador and build networks with attorneys, CPAs, and philanthropic organizations.

Drive new client acquisition and relationship management for ultra-high-net-worth individuals, families, and institutions. Build and execute business development strategies, engage centers of influence, present Northern Trust fiduciary, estate, tax, trust, and investment solutions, and transition clients to service teams. Represent the firm in community and philanthropic organizations and collaborate with internal specialists to deliver tailored wealth management solutions.

Lead Financial Advisor client marketing as a player/coach: develop integrated campaigns, translate advisor insights into multi-channel strategies, manage email/webinar campaigns, create sales enablement collateral, report on campaign ROI, and collaborate across sales, product, and content to drive advisor engagement and product adoption.