Private Wealth Director

Northern Trust
Seattle
Workplace: OnsiteFull timeUSD 236,555 - 414,115 annuallyFunction: Executive & General ManagementExperience: 10-15 yearsEducation: bachelorsSkills: ["Communication","Relationship management","Presentation","Emotional intelligence","Negotiation"]

Lead and grow comprehensive Wealth Management relations for high-net-worth clients, coordinating cross-functional teams to deliver holistic financial solutions including investment, tax, estate planning, and family governance.

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Northern Trust
Northern Trust
3 months ago

Private Wealth Director

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Last checked: 10 hours agoStatus: Live

Job Summary

Lead and grow comprehensive Wealth Management relations for high-net-worth clients, coordinating cross-functional teams to deliver holistic financial solutions including investment, tax, estate planning, and family governance.
Location: Seattle
Workplace: Onsite
Employment Type: Full time
Job Function: Executive & General Management
Seniority: Director level

Key Responsibilities

  • •Cultivates and manages deep, long-term client relationships, serving as the central point of contact and guiding complex financial needs.
  • •Develops referrals and leads from internal and external sources, including centers of influence, to grow the client base.
  • •Works with a 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.
  • •Reviews accounts to determine the banking, investment and advisory needs of clients, identifying opportunities to enhance relationships and growth.

Pay and Benefits

Salary: USD 236,555 - 414,115 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVision401kPensionEquityPaid LeaveCaregiver Leave

Key Requirements

  • •Bachelor's degree in Business Administration, Finance, Economics or equivalent
  • •10-15 years of industry experience with significant relationship management and portfolio management
  • •MBA or Post-Graduate Degree preferred
  • •CFP, CPA, CFA, CTFA, or CFM certificates preferred
  • •Series 7 and 63 licenses required
Experience:10-15 yearsWealth managementFinancePortfolio management
Education:Bachelor's
Skills:CommunicationRelationship managementPresentationEmotional intelligenceNegotiation
Licenses:Series 7Series 63
Certifications:CFPCPACFACTFACFM

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
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Glassdoor: 3.9
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