Account Executive

• Responsible for cultivating new relationships with individuals, families, non-profit institutions, and other entities.
• Oversee new client development, solutions sales strategy, and execution of a goals-driven approach to wealth management planning.
• Identify prospective clients, share Northern Trust capabilities in conversations and meetings, and follow through to convert prospects to clients.
• Manage the transition of ongoing client contact and account management to the appropriate teams within Northern Trust.
• Actively engage as a leader for local civic and philanthropic organizations.

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