Northern Trust

2 months ago

Director, Family Office Solutions

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Source: Company careers pageValidated by: Fursa AI

Last checked: 5 hours agoStatus: Live

Job Summary

Director leading UHNW client relationships within wealth management, coordinating across specialists to deliver holistic financial services (wealth structuring, credit facilities, banking, asset management, insurance, tax, and philanthropy) while driving organic growth through retention and new client sourcing. Partners with experts to tailor strategies, incorporate digital solutions, and enhance client experiences for high-net-worth individuals and families.

Location: Miami, Houston

Workplace: Onsite

Employment Type: Full time

Job Function: Executive & General Management

Seniority: Director level

Key Responsibilities

•Cultivate and manage deep, long-term relationships with UHNW clients, serving as the central point of contact and trusted advisor for complex financial needs.
•Develop referrals and leads from internal and external sources, including centers of influence working with UHNW clients.
•Understand each client’s family dynamics, financial goals, and philanthropic aspirations.
•Partner with a team of experts to develop and implement customized wealth management strategies for UHNW clients.
•Orchestrate specialists to provide holistic financial services, including wealth structuring, credit facilities, banking, asset management, budgeting, insurance, charitable giving, wealth transfer, and tax services.

Key Requirements

•7-10 years of industry experience, including significant experience in relationship management, portfolio management and/or sales specifically with UHNW clients
•MBA or post-graduate degree preferred
•CFP, CPA, CFA, CTFA, CFM certificate preferred
•Series 7 and 63
•Degree in Business Administration, Finance, Economics or equivalent

Experience:7-10 yearsWealth managementUHNWPortfolio managementSalesFinancial services

Education:Bachelor's

Skills:CommunicationRelationship managementNegotiationPresentationEmotional intelligence

Certifications:CFPCPACFACTFACFM

Languages:English

Company Brief

Northern Trust

Global financial services firm providing wealth management, asset servicing, asset management, and banking solutions to institutions, corporations, and affluent individuals, with a focus on custody, investment management, and technology-driven services.

Industry: Asset Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Chicago, United States

Founded: 1889

Glassdoor: 3.9

Website LinkedIn

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Northern Trust

2 months ago

Director, Family Office Solutions

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 5 hours agoStatus: Live

Job Summary

Location: Miami, Houston

Workplace: Onsite

Employment Type: Full time

Job Function: Executive & General Management

Seniority: Director level

Key Responsibilities

•Cultivate and manage deep, long-term relationships with UHNW clients, serving as the central point of contact and trusted advisor for complex financial needs.
•Develop referrals and leads from internal and external sources, including centers of influence working with UHNW clients.
•Understand each client’s family dynamics, financial goals, and philanthropic aspirations.
•Partner with a team of experts to develop and implement customized wealth management strategies for UHNW clients.
•Orchestrate specialists to provide holistic financial services, including wealth structuring, credit facilities, banking, asset management, budgeting, insurance, charitable giving, wealth transfer, and tax services.

Key Requirements

•7-10 years of industry experience, including significant experience in relationship management, portfolio management and/or sales specifically with UHNW clients
•MBA or post-graduate degree preferred
•CFP, CPA, CFA, CTFA, CFM certificate preferred
•Series 7 and 63
•Degree in Business Administration, Finance, Economics or equivalent

Experience:7-10 yearsWealth managementUHNWPortfolio managementSalesFinancial services

Education:Bachelor's

Skills:CommunicationRelationship managementNegotiationPresentationEmotional intelligence

Certifications:CFPCPACFACTFACFM

Languages:English

Company Brief

Northern Trust

Industry: Asset Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Chicago, United States

Founded: 1889

Glassdoor: 3.9

Website LinkedIn