Northern Trust

1 month ago

Private Wealth Director

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 8 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, Washington

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

Glassdoor: 3.9

Website LinkedIn

Loading job details...

Preparing the role view and application actions.

Northern Trust

1 month ago

Private Wealth Director

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 8 hours agoStatus: Live

Job Summary

Location: Seattle, Washington

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

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