Northern Trust

3 months ago

Senior Managing Director

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

Job Summary

Senior Managing Director leading a Private Client Advisory group in a major U.S. financial services firm, overseeing investment management, trust/estate planning, private banking, and wealth planning services. Sets strategic objectives, leads multi-unit teams, drives business growth, and manages client relationships and market expansion initiatives within the Grand Rapids, MI location.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Executive & General Management

Seniority: Sr. Director level

Key Responsibilities

•Oversee, plan and direct all activities for the team and communicate overall strategy to reporting managers and employees.
•Uphold corporate policies and procedures; develop objectives and strategic plans for the location to meet business unit and corporate objectives.
•Oversee development and monitoring of business growth and pricing of products and services; manage capital and expense budgets.
•Oversee client interactions and communications; monitor retention and broadening of client relationships; address specific sensitive or complex client needs.
•Identify and research potential for community or market expansion; develop sales goals for new business; oversee communication strategies and identification of prospective clients/business; participate in sales presentations and explore strategic opportunities for acquisitions or expansion.

Pay and Benefits

Salary: USD 195,415 - 342,095 annually

Equity and Bonus:Equity

Perks:401kPensionHealth InsuranceAnnual Bonus

Key Requirements

•Bachelor’s degree required or preferred.
•Related industry qualification preferred.
•Experience leading managers and employees and overseeing performance, business development, and career development programs.
•Ability to develop objectives and strategic plans for a location or market that meet business unit and corporate objectives.
•Strong leadership, networking, and growth-driving capabilities across multiple units.

Experience:FinanceWealth managementPrivate bankingInvestment management

Education:Bachelor's

Skills:LeadershipStrategic thinkingCommunicationTeam leadershipRelationship management

Languages:English

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: 3.9

Website LinkedIn

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Northern Trust

3 months ago

Senior Managing Director

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Executive & General Management

Seniority: Sr. Director level

Key Responsibilities

•Oversee, plan and direct all activities for the team and communicate overall strategy to reporting managers and employees.
•Uphold corporate policies and procedures; develop objectives and strategic plans for the location to meet business unit and corporate objectives.
•Oversee development and monitoring of business growth and pricing of products and services; manage capital and expense budgets.
•Oversee client interactions and communications; monitor retention and broadening of client relationships; address specific sensitive or complex client needs.
•Identify and research potential for community or market expansion; develop sales goals for new business; oversee communication strategies and identification of prospective clients/business; participate in sales presentations and explore strategic opportunities for acquisitions or expansion.

Pay and Benefits

Salary: USD 195,415 - 342,095 annually

Equity and Bonus:Equity

Perks:401kPensionHealth InsuranceAnnual Bonus

Key Requirements

•Bachelor’s degree required or preferred.
•Related industry qualification preferred.
•Experience leading managers and employees and overseeing performance, business development, and career development programs.
•Ability to develop objectives and strategic plans for a location or market that meet business unit and corporate objectives.
•Strong leadership, networking, and growth-driving capabilities across multiple units.

Experience:FinanceWealth managementPrivate bankingInvestment management

Education:Bachelor's

Skills:LeadershipStrategic thinkingCommunicationTeam leadershipRelationship management

Languages:English

Company Brief

Northern Trust

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: 3.9

Website LinkedIn