Private Wealth Director

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

Cultivate and manage long-term private wealth relationships as the central point of contact for sophisticated individuals and families. Develop referrals and leads, assess banking, investment, and advisory needs, and coordinate experts to deliver customized wealth management strategies across wealth structuring, credit facilities, asset management, insurance, charitable giving, and tax services. Create tailored client presentations, enhance relationships through proactive opportunities, and help close sales while ensuring smooth delivery of new services.

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FursaFursa
Northern Trust
Northern Trust
4 months ago

Private Wealth Director

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Job Summary

Cultivate and manage long-term private wealth relationships as the central point of contact for sophisticated individuals and families. Develop referrals and leads, assess banking, investment, and advisory needs, and coordinate experts to deliver customized wealth management strategies across wealth structuring, credit facilities, asset management, insurance, charitable giving, and tax services. Create tailored client presentations, enhance relationships through proactive opportunities, and help close sales while ensuring smooth delivery of new services.
Location: San Diego
Workplace: Onsite
Employment Type: Full time
Job Function: Executive & General Management
Seniority: Director level

Key Responsibilities

  • •Cultivate and manage deep, long-term client relationships as the central point of contact.
  • •Develop referrals and leads from internal and external sources and guide clients through complex needs.
  • •Work with a team of experts to create and implement customized wealth management strategies.
  • •Orchestrate specialists to deliver holistic services across wealth structuring, credit facilities, asset management, budgeting, insurance, charitable giving, wealth transfer, and tax services.
  • •Review accounts to anticipate and create opportunities, expand relationships for organic growth, and close when appropriate.

Pay and Benefits

Salary: USD 236,555 - 414,115
Perks:401kPensionHealth InsuranceDentalVisionDisabilityPaid LeaveParental LeaveLife Insurance

Key Requirements

  • •Degree or equivalent in a relevant field (Business Administration, Finance, Economics).
  • •10-15 years industry experience, including significant relationship management and portfolio management.
  • •Series 7 and 63 required.
  • •Broad understanding of Wealth Management principles including investment, tax planning, estate planning, and family governance.
  • •Strong communication and relationship management skills to translate technical concepts and influence/ negotiate with clients.
Experience:10-15 yearsWealth managementPrivate wealthPortfolio managementRelationship management
Education:Bachelor's
Skills:Relationship managementCommunicationInfluenceNegotiationEmotional intelligence
Licenses:Series 7Series 63
Certifications:CFPCPACFACTFACFMMBA

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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