Sr Managing Director

Northern Trust
United States
Workplace: OnsiteFull timeUSD 236,555 - 414,115Function: Executive & General ManagementExperience: 10+ yearsSkills: ["Leadership","Mentoring","Coaching","Strategic planning","Relationship building","Critical thinking","Organizational skills","Decision making","Influencing","Recruiting"]

Lead Northern Trust’s Wealth Management business for the Orange County market, driving performance, strategy, and profitability while ensuring an outstanding client experience. Manage and develop a team of experienced wealth management advisors, including mentoring, recruiting, and fostering accountability and collaboration. Own client retention and relationship expansion, oversee expense budgets, and represent the brand through community involvement and business development efforts.

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FursaFursa
Northern Trust
Northern Trust
1 day ago

Sr Managing Director

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Source: Company careers pageValidated by: Fursa AI
Last checked: 13 hours agoStatus: Live

Job Summary

Lead Northern Trust’s Wealth Management business for the Orange County market, driving performance, strategy, and profitability while ensuring an outstanding client experience. Manage and develop a team of experienced wealth management advisors, including mentoring, recruiting, and fostering accountability and collaboration. Own client retention and relationship expansion, oversee expense budgets, and represent the brand through community involvement and business development efforts.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Executive & General Management
Seniority: President level

Key Responsibilities

  • •Set and execute a market vision for excellence, aligned with corporate and regional strategic plans and objectives.
  • •Lead, mentor, coach, and guide staff to foster inclusion, collaboration, teamwork, and communication.
  • •Own client interactions and communications, including monitoring retention and broadening client relationships.
  • •Responsible for expense budgets and overall team performance and profitability.
  • •Promote, lead, and participate in attaining sales goals for new business and represent the brand in the community.

Pay and Benefits

Salary: USD 236,555 - 414,115
Equity and Bonus:Equity
Perks:401kPensionHealth InsuranceDentalVisionPaid LeaveParental LeaveCaregiver LeaveLife InsuranceDisability InsuranceSpending Accounts

Key Requirements

  • •10+ years of experience in wealth management leadership roles with deep knowledge of trust, banking, investment management, and wealth advisory services.
  • •Proven success managing a business (P&L) and delivering an outstanding client experience.
  • •Demonstrated track record in business development and market growth.
  • •Experience with change management and leading/implementing change.
  • •Proven ability in recruiting and developing top talent, with an advanced degree and relevant credentials preferred.
Experience:10+ yearsWealth managementTrustBankingInvestment managementPrivate bankingAsset managementWealth advisory
Skills:LeadershipMentoringCoachingStrategic planningRelationship buildingCritical thinkingOrganizational skillsDecision makingInfluencingRecruiting

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

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
WebsiteLinkedIn