Private Wealth Director

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

Cultivate and manage deep, long-term relationships with high-net-worth clients, serving as the central point of contact for complex wealth needs. Develop referral networks, translate client goals and family dynamics into tailored wealth management strategies, and coordinate specialists across wealth structuring, credit facilities, investments, insurance, tax, and charitable giving. Review accounts for opportunities, drive organic growth, and deliver advisory insights through proactive agendas and presentations.

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FursaFursa
Northern Trust
Northern Trust
7 months ago

Private Wealth Director

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Last checked: 19 hours agoStatus: Live

Job Summary

Cultivate and manage deep, long-term relationships with high-net-worth clients, serving as the central point of contact for complex wealth needs. Develop referral networks, translate client goals and family dynamics into tailored wealth management strategies, and coordinate specialists across wealth structuring, credit facilities, investments, insurance, tax, and charitable giving. Review accounts for opportunities, drive organic growth, and deliver advisory insights through proactive agendas and presentations.
Location: Los Angeles
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 to drive client growth.
  • •Work with a team of experts to develop and implement customized wealth management strategies aligned to client goals and family dynamics.
  • •Coordinate specialists to deliver holistic financial services across wealth structuring, credit facilities, banking, asset management, budgeting, insurance, charitable giving, wealth transfer, and tax services.
  • •Review accounts to determine banking, investment, and advisory needs; anticipate opportunities and ensure smooth delivery of new services.

Pay and Benefits

Salary: USD 236,555 - 414,115 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVision401kPensionPaid LeaveParental LeaveLife Insurance

Key Requirements

  • •10 - 15 years of industry experience, including significant experience in relationship management and portfolio management.
  • •Broad understanding of Wealth Management principles including investment, tax planning, estate planning, and family governance.
  • •Degree or equivalent in a relevant field (Business Administration, Finance, Economics); MBA or Post-Graduate Degree preferred.
  • •Series 7 and 63 required.
  • •CFP, CPA, CFA, CTFA, CFM certificate preferred; strong communication, relationship management, and presentation skills.
Experience:10-15 yearsWealth management
Education:
Skills:Relationship managementCommunicationNegotiationEmotional intelligencePresentation skills
Licenses:Series 7Series 63
Certifications:CFPCPACFACTFACFMSeries 7Series 63

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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