Private Wealth Director

Responsibilities

• Cultivate and manage deep, long-term relationships with sophisticated clients, serving as their central point of contact.
• Develop and implement customized wealth management strategies, including wealth structuring, credit facilities, and asset management.
• Orchestrate teams of specialists to provide holistic financial services such as tax, estate, and philanthropic planning.
• Drive organic growth by expanding existing client relationships and sourcing new leads through internal and external networks.
• Develop tailored meeting agendas and proactive advice to meet client goals across short, medium, and long-term horizons.
• Utilize digital solutions and capabilities to enhance the overall client experience.

Requirements

• 10-15 years of industry experience, including significant expertise in relationship and portfolio management.
• Degree in Business Administration, Finance, Economics, or a related field.
• Active Series 7 and 63 licenses.
• Broad understanding of wealth management principles, including investment, tax, estate planning, and family governance.
• Exceptional interpersonal, communication, and presentation skills.

Preferred Qualifications

• MBA or Post-Graduate Degree.
• Professional certifications such as CFP, CPA, CFA, CTFA, or CFM.

Benefits

• Comprehensive retirement benefits including 401k and pension.
• Health and welfare benefits including medical, dental, vision, and disability coverage.
• Paid time off, parental leave, and caregiver leave.
• Discretionary bonus program which may include an equity component.

About the Company

Northern Trust is a Fortune 500, globally recognized financial institution that has been in continuous operation since 1889. We provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions through our enduring principles of service, expertise, and integrity.