Director, Family Office Solutions

001 The Northern Trust Company; Miami (FL); In loco; USD 180.000 - 260.000; Tempo pieno

Descrizione del lavoro

The Northern Trust Company seeks a Director, Family Office Solutions to lead UHNW client relationships and coordinate across wealth management disciplines. You will serve as a trusted advisor, aligning strategies with each client’s financial and philanthropic goals.

You will collaborate with specialists to deliver holistic services—investment, tax, estate planning, banking, and family governance—while driving organic growth and long-term client satisfaction.

Competenze

• UHNW client relationships experience.
• MBA or higher preferred.
• CFP/CPA/CFA/CTFA/CFM certifications preferred.
• Series 7 and 63 licenses required or preferred.

Mansioni

• Cultivate and manage deep UHNW client relationships.
• Develop referrals and leads from internal and external sources.
• Understand each client’s family dynamics, financial goals, and philanthropic aspirations.
• Partner with a team of experts to develop customized wealth management strategies.
• Orchestrate specialists to provide holistic financial services across banking, asset management, tax, and wealth transfer.
• Develop tailored meeting agendas and relationship timelines aligned to goals.
• Review accounts to determine banking, investment, and advisory needs.
• Contribute to organic growth by expanding existing client relationships and sourcing new ones.
• Engage subject-matter experts and close deals.
• Ensure smooth delivery of new services and communicate emerging client needs.
• Incorporate digital solutions to enhance the client experience.

Conoscenze

Relationship management

UHNW relationships

Portfolio management

Sales with UHNW clients

Communication skills

Emotional intelligence

Negotiation

Formazione

MBA or postgraduate degree

Degree in Business Administration, Finance, or Economics

CFP, CPA, CFA, CTFA, or CFM certification

Series7 and 63 licenses

Descrizione del lavoro

About Northern Trust

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions. Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Overview

The Director, Family Office Solutions leads and cultivates complex Ultra High Net Worth (UHNW) client relationships. This role serves as a trusted, strategic advisor and coordinator across all aspects of Wealth Management, helping UHNW clients navigate complex financial needs. The Director Family Office Solutions drives organic growth through client retention, relationship expansion, and the sourcing of new client relationships.

What You’ll Do

Cultivate and manage deep, long-term relationships with Ultra-High Net Worth (UHNW) clients, serving as the central point of contact and trusted advisor for complex financial needs.

Develop referrals and leads from internal and external sources, including centers of influence working with UHNW clients.

Understand each client’s unique family dynamics, financial goals, and philanthropic aspirations.

Partner with a team of experts to develop and implement customized wealth management strategies for UHNW clients.

Orchestrate specialists to provide holistic financial services, including wealth structuring, credit facilities, banking, asset management, budgeting, insurance, charitable giving, wealth transfer, and tax services.

Develop tailored meeting agendas, presentations, and relationship timelines that provide proactive, targeted advice aligned to short-, medium-, and long-term client goals.

Review accounts to determine the banking, investment, and advisory needs of clients; anticipate and create opportunities to enhance client relationships.

Contribute to organic growth by expanding existing client relationships and sourcing new ones.

Actively participate in the development of new and integrated solutions to meet UHNW client needs.

Engage subject-matter experts, when appropriate, and close deals.

Ensure smooth delivery of new services and communicate emerging client needs.

Incorporate digital solutions and capabilities to enhance the overall client experience.

What Will Make You Successful in the Role

• Knowledge Extensive and specialized understanding of wealth management principles including investment, tax planning, estate planning, and family governance
• Experience with executing and implementing across multiple disciplines, as well as synthesizing complex information
• Outstanding communication skills with the ability to translate technical concepts for various audiences
• Strong relationship management capabilities and high emotional intelligence
• Exceptional interpersonal, verbal, written, and presentation skills with the ability to influence and negotiate

Experience

• Degree or equivalent in a relevant field (Business Administration, Finance, Economics)
• 7-10 years of industry experience, including significant experience in relationship management, portfolio management, and/or sales specifically with UHNW clients
• MBA or post‑graduate degree preferred
• CFP, CPA, CFA, CTFA, CFM certificate preferred
• Series7 and63

Work Authorization

Applicants must be authorized to work in the U.S. without the need for employment‑based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H‑1B, L‑1, TN, O‑1, E‑3, H‑1B1, F‑1, J‑1, OPT, CPT or any other employment‑based visa).

Working with Us

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.

Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [e-mail], or alternatively you can discuss your individual requirements with the recruiter you are working with.

Looking for greater? You found it. A global financial leader with more than 22,000 employees in 23 locations worldwide, Northern Trust empowers our employees to achieve more than just business goals. Our focus on work‑life balance, career mobility and unique opportunities are just a few of the reasons we’ve been named one of the world’s most admired companies.

Terms and Conditions

Candidate Privacy Notice

California Applicant Privacy Notice

Pay Transparency

Nondiscrimination Provision (U.S)

Transparency in Coverage Disclosure – North America

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1‑800‑807‑0302 (North America), +630‑276‑5353 (Asia Pacific), 1800‑425‑0333 (India), [phone] (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.

APAC/INDIA EEO STATEMENT

It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non‑discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

Canada EEO STATEMENT

Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance.

EMEA EEO STATEMENT

It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non‑discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

USA EEO STATEMENT

It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status.