Jacksonville, Florida, United States · On-site
$131k–$228k/yr
About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, fa…
Skills: Business Development, Relationship Management, Wealth Management, Estate Planning, Tax Planning
Jacksonville, Florida, United States · On-site
$75k–$80k/yr
ABOUT GREYSTAR Greystar is a leading, fully integrated global real estate platform offering expertise in property management, investment management, development, and construction services in institutional-quality rental …
Skills: Property Management, Financial Budgeting, Sales, Marketing, Customer Service
Jacksonville, Florida, United States · Hybrid
$70k–$110k/yr
COMPANY: Canoe Intelligence WEBSITE: https://canoeintelligence.com/ TITLE: Data Analyst, Private Markets LOCATION: New York City or Jacksonville (Hybrid) SALARY: $70,000 - $110,000 + Bonus and Equity (based on New York, …
Skills: Private Market Asset Data, Fund Operations, Data Quality Assurance, Excel, SQL
Jacksonville, Florida, United States · On-site
$65k–$70k/yr
Job DetailsJob Location: Jacksonville, FL 32256Position Type: Full TimeSalary Range: $65,000.00 - $70,000.00 Salary/yearJob Category: ORLGENImagine being part of a fast-growing, tech-forward HOA management company where …
Skills: Community Association Management, Financial Statement Analysis, Budget Management, Vendor Management, Contract Negotiation
Jacksonville, Florida, United States · On-site
$65k–$70k/yr
Job DetailsJob Location: Jacksonville, FL 32256Position Type: Full TimeSalary Range: $65,000.00 - $70,000.00 Salary/yearJob Category: ORLGENImagine being part of a fast-growing, tech-forward HOA management company where …
Skills: Community Association Management, Financial Statement Analysis, Budget Management, Vendor Management, Contract Negotiation
Jacksonville, Florida, United States · On-site
Overview Job Purpose This position is responsible for delivery of technology solutions and relationship management for one or more assigned projects. This is a unique role in that it is engaged end-to-end with the sales …
Skills: Technical Consulting, Relationship Management, Project Implementation, Technical Presentations, Client Liaison
Jacksonville, Florida, United States · On-site
$160k–$275k/yr
Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation fi…
Skills: People Management, Strategic HR Planning, Performance Management, Compensation And Benefits, Employee Relations
Jacksonville, Florida, United States · On-site
Role: The Loan Fulfillment Specialist processes and funds consumer loan applications from all lending channels. This role ensures compliance with lending policies and regulatory standards, verifies the accuracy and compl…
Skills: Loan Processing, Loan Funding, Regulatory Compliance, Risk Mitigation, Documentation Review
Jacksonville, Florida, United States · On-site
Overview Responsible for obtaining appropriate reimbursement for Accounts Receivables for professional services of patients seen in physician offices, out-patient hospital, in-patient hospital, ASC, urgent care, ER, off-…
Skills: Medical Billing, Claims Submission, Insurance Verification, CPT Coding, ICD-10 Coding
Triad Financial Services, Inc.Jacksonville, Florida, United States · On-site
Triad Financial Services is a leading provider of financial services and solutions for manufactured home lending, serving clients nationwide. We are seeking a highly motivated and skilled Customer Service Representative,…
Skills: Bilingual Spanish, Customer Service, Mortgage Industry Knowledge, Escrow Account Management, MSP/Black Knight
Jacksonville, Florida, United States · On-site
Cancer Specialists of North Florida is recruiting for a Staff Accountant for our busy Specialty Practice. This is not a remote position. The Staff Accountant is responsible for the analysis and reconciliation of cash and…
Skills: Cash Reconciliation, Inventory Analysis, Payroll Processing, Revenue Cycle Management, Financial Statement Preparation
Jacksonville, Florida, United States · On-site
INSURANCE FOLLOW-UP REPRESENTATIVE NON-CLINICAL | BUSINESS OFFICE | FULL-TIME | JACKSONVILLE, FL | BENEFITS PACKAGE Established in 2001, Southeast Orthopedic Specialists is a regional leader in musculoskeletal medicine. …
Skills: Medical Claims Processing, Insurance Denial Management, Claims Appeals, Accounts Receivable Reduction, Explanation Of Benefits (EOB) Analysis
Jacksonville, Florida, United States · Hybrid
At Johnson & Johnson, we believe health is everything. Our strength in healthcare innovation empowers us to build a world where complex diseases are prevented, treated, and cured, where treatments are smarter and less in…
Skills: Budgeting, Budget Management, Financial Analysis, Financial Forecasting, Financial Modeling
Triad Financial Services, Inc.Jacksonville, Florida, United States · On-site
Position Overview Triad Financial Services is a leading provider of financial services and solutions, serving clients worldwide. We are seeking a highly motivated and skilled Policy & Procedure Writer to join our growing…
Skills: Policy Writing, Procedure Writing, Process Mapping, Mortgage Servicing, MS Word
Triad Financial Services, Inc.Jacksonville, Florida, United States · On-site
Position Overview Triad Financial Services is a leading provider of financial services and solutions, serving clients nationwide. We are seeking a highly motivated and skilled Loan Support Specialist to join our growing …
Skills: Mortgage Operations, Vendor Management, Time Management, Documentation Accuracy, Communication Skills
Jacksonville, Florida, United States · Hybrid
Selene Holdings is a multiple-lines business financial services firm with a mortgage servicing company, a loan diligence company, a title company, an insurance brokerage, and a real estate owned company. We have office l…
Skills: Financial Planning & Analysis, Strategic Planning, EBITDA Optimization, Financial Modeling, Budgeting & Forecasting
Jacksonville, Florida, United States · On-site
$18/hr–$20/hr
Base Salary RangeUSD $18.00 - USD $20.61 /Hr. Join Mariner Finance! Since 1927, the Mariner Finance family of companies has provided customers with creative, flexible, and convenient lending options. Headquartered in Bal…
Skills: Customer Service, Administrative Support, Data Entry, Loan Processing, Communication Skills
FIS - Fidelity Information ServicesJacksonville, Florida, United States · Hybrid
Job Description FIS Management Services, LLC seeks Technology Business Consultant Seniors – Asset Finance Leasing Software in Jacksonville, FL a senior-level consulting position focused primarily on managing FIS’ project…
Skills: Asset Finance Leasing Software, Business Modeling, Unified Modeling Language (UML), SQL, C++
FIS - Fidelity Information ServicesJacksonville, Florida, United States · On-site
Job Description About FIS We are FIS. Our technology powers the world’s economy and our teams bring innovation to life. We champion diversity to deliver the best products and solutions for our colleagues, clients and com…
Skills: Agile Methodology, SAFe, Product Backlog Management, Requirement Gathering, User Story Writing
Jacksonville, Florida, United States · On-site
$53k–$90k/yr
About Goosehead Since 2003, Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world-class service. This is all po…
Skills: Prospecting, Relationship Management, Sales Process Management, Business Development, Written Communication
Jacksonville, Florida, United States • On-site
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Drive growth by cultivating new relationships with ultra-high net worth individuals, families, and non-profit institutions. Oversee new client development and execute a goals-driven wealth management planning strategy while acting as a local brand ambassador.
Requires 10+ years of sales and relationship management experience and active Series 7 and 63 licenses. A strong network of Centers of Influence and professional designations like CFP, CFA, or CIMA are strongly preferred.
As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.
Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.
With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
At Northern Trust, our Wealth Strategist position is a key business development sales role to support our growth. Wealth Strategists are responsible for cultivating new relationships with individuals, families, non-profit institutions, and other entities. This is a client development sales executive role.
As a senior member of the Northern Trust team, you will oversee new client development, solutions sales strategy, and execution of our goals-driven approach to wealth management planning. With the support of our local team of specialists and national resources, you will identify prospective clients, share Northern Trust capabilities in conversations and meetings, and follow through to convert prospects to clients. You will also manage the transition of ongoing client contact and account management to the appropriate teams within Northern Trust to encourage the enhancement and expansion of existing relationships. As a local brand ambassador in the community, you will actively engage as a leader for local civic and philanthropic organizations.
You’ll bring your entrepreneurial spirit, motivation to close new business, collaboration and communication skills together to create and implement a business development strategy and approach for your targeted new client base.
You’ll work with ultra high net worth(UHNW) individuals, families and businesses as you cultivate new investment management relationships in the UHNW client space. You’ll share and support our goals-driven wealth management approach to both prospective and current clients to develop new business. And you’ll do that year after year with persistence and patience.
You’ll take a long term consultative approach with clients (and their representatives including attorneys) on the benefits of estate planning services, utilizing your knowledge of wealth transfer and tax planning strategies. And you’ll check-in regularly with your clients and act as their liaison to the rest of Northern Trust as their needs evolve.
You’ll cultivate internal and external personal and professional networks to identify new client relationships, and showcase the full capabilities and services of Northern Trust to members of the community, clients (new and existing), and professional advisors.
You understand this is an all-encompassing endeavor – and have a plan to look for opportunities and connections in your communities, networks, and philanthropic organizations.
You won’t be alone – you’ll have and be expected to work with a full team of respected experts to provide support along the way as you work to understand the needs of potential clients and showcase how Northern Trust can help them achieve their goals and objectives.
You live and breathe business development and have 10 or more years of sales and relationship management experience, preferably working with wealth management clients.
You have(or have a plan to build) a strong network of Centers of Influence (COIs) for ultra-high net worth individuals and families to include attorneys, estate planning professionals, and CPAs.
You 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. Keeping up-to-date with in-depth knowledge is key to long term success and credibility with your clients.
You are able to profile a client’s financial landscape and needs to determine how best to advise and deliver solutions across the full span of Northern Trust capabilities. You’re willing to spend the time understanding both the client and what Northern Trust can offer to bring success to the client.
Series 7 and 63 licenses are required. Additional professional designations such as CFP, CFTA, CFA, CIMA are strongly preferred.
You know how to use your strong analytical and sales skills to connect individual client asset situations to our specific capabilities and services.
Your strong communication skills will ensure you can understand clients’ needs and respond with the appropriate solutions.
You value the input of others and look forward to working collaboratively across all of Northern Trust to grow the business. No lone wolves here!
Salary Range:
$130,530 - 228,380 USDSalary 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.
Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).
As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.
Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.
Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected], or alternatively you can discuss your individual requirements with the recruiter you are working with.
Helping investors navigate changing market environments.
Northern Trust Asset Management is a global investment manager that helps investors navigate changing market environments in efforts to realize their long-term objectives. Entrusted with US$1.4 trillion in assets under management as of March 31, 2026 we understand that investing ultimately serves a greater purpose and believe investors should be compensated for the risks they take — in all market environments and any investment strategy. That’s why we combine robust capital markets research, expert portfolio construction and comprehensive risk management to craft innovative and efficient solutions that seek to deliver targeted investment outcomes. As engaged contributors to our communities, we consider it a great privilege to serve our investors and our communities with integrity, respect and transparency. Northern Trust Asset Management is composed of Northern Trust Investments, Inc., Northern Trust Global Investments Limited, Northern Trust Fund Managers (Ireland) Limited, Northern Trust Global Investments Japan, K.K., NT Global Advisors, Inc., 50 South Capital Advisors, LLC, Northern Trust Asset Management Australia Pty Ltd, and investment personnel of The Northern Trust Company of Hong Kong Limited and The Northern Trust Company. © 2025 Northern Trust Corporation. Head Office: 50 South La Salle Street, Chicago, Illinois 60603 U.S.A.
Offices: 50 South LaSalle Street, Chicago, Illinois 60603, US
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