Job Description

Private Wealth Director

The Private Wealth Director leads and cultivates client relationships for Wealth Advisory and Private Client Advisory segments. Serves as a trusted, strategic advisor and coordinator across all aspects of Wealth Management for clients. Drives organic growth through client retention and expansion and sourcing new relationships.

Responsibilities include:

• Cultivates and manages deep, long-term relationships with clients, serving as the central point of contact and helping navigate complex financial needs.
• Develops referrals and leads from internal and external sources including centers of influence working with clients.
• Understands each client's unique family dynamics, financial goals, and philanthropic aspirations.
• Works with team of experts to develop and implement customized Wealth Management strategies for clients.
• Orchestrates specialists to provide holistic financial services including wealth structuring, credit facilities, banking, asset management, budgeting, insurance, charitable giving, wealth transfer, and tax services.
• Develops tailored meeting agendas and presentations with proactive, targeted advice and a relationship timeline to fulfill client goals in the short, medium and long term.
• Reviews accounts to determine the banking, investment and advisory needs of clients; anticipates and creates opportunities for enhancing client relationships.
• Contributes to organic growth by expanding current relationships and sourcing new ones.
• Actively participates in the development of new and integrated solutions to meet client needs.
• Incorporates digital solutions and capabilities to enhance the client experience.

Qualifications:

• 10 - 15 years industry experience, including significant experience in relationship management and portfolio management
• Degree or equivalent in a relevant field (Business Administration, Finance, Economics)MBA or Post-Graduate Degree preferred
• CFP, CPA, CFA, CTFA, CFM certificate preferred
• Series 7 and 63 required
• Broad understanding of Wealth Management principles including investment, tax planning, estate planning, and family governance
• Proven ability to work across multiple disciplines and synthesize complex information
• Outstanding communication skills with ability to translate technical concepts for various audiences
• Strong relationship management capabilities and high emotional intelligence
• Exceptional interpersonal, verbal, written, and presentation skills with ability to influence and negotiate

Salary Range:

$236,555 - 414,115 USD

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.

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.

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