Director of Client Development - Global Family Office (GFO)

Northern Trust
Miami, Los Angeles
Workplace: OnsiteFull timeUSD 130,530 - 228,380Function: Executive & General ManagementExperience: 8-10 yearsSkills: ["Rapport building","Analytical skills","Sales skills","Interactive communication","Collaboration"]

Lead client development for the Global Family Office (GFO), focused on U.S.-based family offices, business owners, and private investment offices. Own the end-to-end sales process—prospecting, profiling, product positioning, closing, onboarding, and ongoing relationship maintenance. Build referral networks with external advisors and internal partners, present solutions spanning trust and investment management, banking, and fiduciary services, and ensure compliance with AML/KYC and applicable laws.

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Northern Trust
Northern Trust
13 hours ago

Director of Client Development - Global Family Office (GFO)

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Last checked: 13 hours agoStatus: Live

Job Summary

Lead client development for the Global Family Office (GFO), focused on U.S.-based family offices, business owners, and private investment offices. Own the end-to-end sales process—prospecting, profiling, product positioning, closing, onboarding, and ongoing relationship maintenance. Build referral networks with external advisors and internal partners, present solutions spanning trust and investment management, banking, and fiduciary services, and ensure compliance with AML/KYC and applicable laws.
Location: Miami, Los Angeles
Workplace: Onsite
Employment Type: Full time
Job Function: Executive & General Management
Seniority: Director level

Key Responsibilities

  • •Lead market development and drive end-to-end sales from identification and discovery through closing and onboarding.
  • •Position trust and investment management solutions across Northern Trust products and services to target prospects.
  • •Research prospects’ comprehensive financial profiles and assess appropriate product solutions.
  • •Build and maintain referral networks with external advisors, Northern Trust partners and regional offices, and existing GFO clients.
  • •Ensure compliance of relationship servicing and solicitation activities with applicable local laws and risk/compliance standards (e.g., AML/KYC).

Pay and Benefits

Salary: USD 130,530 - 228,380
Equity and Bonus:Equity
Perks:401kPensionHealth InsuranceDentalVisionSpending AccountsPaid LeaveParental LeaveCaregiver LeaveLife InsuranceDisability Insurance

Key Requirements

  • •8-10 years of trust/investment sales and/or relationship management experience.
  • •Deep understanding of Northern Trust products and services across the enterprise.
  • •Analytical and sales skills to connect individual customer asset situations to specific products.
  • •Knowledge of local market practices and networks to source business.
  • •Series 7 & 66 licenses required.
Experience:8-10 yearsTrustInvestment salesRelationship management
Skills:Rapport buildingAnalytical skillsSales skillsInteractive communicationCollaboration
Licenses:Series 7Series 66

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
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