Director of Client Development - Global Family Office

Northern Trust
Toronto
Workplace: OnsiteFull timeFunction: Executive & General ManagementExperience: 8-10 yearsSkills: ["Analytical skills","Sales skills","Interactive skills","Relationship building","Networking"]

Lead market development for Northern Trust’s Global Family Office business in Canada, focused on sourcing and closing new opportunities across investments, asset administration, banking, technology, and advisory solutions. Build a referral network of external advisors, internal partners, and existing regional GFO clients. Drive an end-to-end sales process through prospect discovery, product positioning, closing, onboarding, and ongoing relationship stewardship in compliance with AML/KYC standards.

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FursaFursa
Northern Trust
Northern Trust
4 months ago

Director of Client Development - Global Family Office

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Job Summary

Lead market development for Northern Trust’s Global Family Office business in Canada, focused on sourcing and closing new opportunities across investments, asset administration, banking, technology, and advisory solutions. Build a referral network of external advisors, internal partners, and existing regional GFO clients. Drive an end-to-end sales process through prospect discovery, product positioning, closing, onboarding, and ongoing relationship stewardship in compliance with AML/KYC standards.
Location: Toronto
Workplace: Onsite
Employment Type: Full time
Job Function: Executive & General Management
Seniority: Director level

Key Responsibilities

  • •Lead the end-to-end sales process for new business opportunities, including identification, profiling/discovery, product positioning, closing, and onboarding.
  • •Utilize business and personal contacts to identify prospective clients and advisor networks.
  • •Research prospects’ comprehensive financial profiles and assess appropriate product solutions.
  • •Present product materials to prospects or designated liaisons and respond to inquiries by consulting internal partners as needed.
  • •Develop and maintain client and referral relationships, including coordinating with banking/operations for loan/deposit requests and following AML/KYC risk and compliance standards.

Key Requirements

  • •8-10 years of trust/investment sales and (or) relationship management experience.
  • •Knowledge of local market practices and networks to source business.
  • •Deep understanding of trust/investment products and services across the enterprise.
  • •Analytical and sales skills to match customer asset situations to specific products.
  • •Interactive skills to comprehend prospect needs and respond with appropriate solutions.
Experience:8-10 years
Skills:Analytical skillsSales skillsInteractive skillsRelationship buildingNetworking
Languages:French

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
Glassdoor: 3.9
WebsiteLinkedIn