Director, Family Office Solutions

CFA Sf; San Francisco (CA); Vor Ort; USD 237.000 - 414.000; Vollzeit

Benefits dieser Stelle

Discretionary bonus program

Equity component

Retirement benefits

Health and welfare benefits

Zusammenfassung

Northern Trust is seeking a seasoned Director II in Family Office Solutions to lead and cultivate UHNW client relationships, coordinating across wealth planning, banking, and asset management to deliver tailored strategies.

The role emphasizes organic growth, cross-functional collaboration, and deep client insight with a focus on UHNW needs, financial goal fulfillment, and long-term partnerships.

Qualifikationen

• 15+ years in UHNW relationship management or sales.
• Degree in Business Administration, Finance, or Economics; MBA preferred.
• CFP, CPA, CFA, CTFA, CFM certificates preferred.
• FINRA Series 7 and 66 licenses and Insurance licenses required.

Aufgaben

• Cultivates and manages deep UHNW client relationships as central contact.
• Develop referrals from internal and external sources including centers of influence.
• Coordinate with team of experts to develop and implement tailored wealth management strategies.
• Orchestrates specialists to provide holistic financial services including wealth structuring, credit facilities, banking, asset management, budgeting, insurance, charitable giving, wealth transfer, and tax services.
• Develops tailored meeting agendas and presentations with proactive, targeted advice to meet client goals.
• Contributes to organic growth by expanding current relationships and sourcing new ones.

Kenntnisse

UHNW client relationships

Wealth management

Sales

Portfolio management

Ausbildung

MBA or post-graduate degree preferred

Business Administration, Finance, Economics degree

Jobbeschreibung

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.

DIRECTOR II, FAMILY OFFICE SOLUTIONS

Leads and cultivates complex Ultra High Net Worth (UHNW) client relationships. Serves as a trusted, strategic advisor and coordinator across all aspects of wealth management for UHNW clients. Drives organic growth through client retention and expansion and sourcing new relationships. Interfaces primarily with C-Suite executives, providing creative financial solutions to meet their complex needs.

• Cultivates and manages deep, long-term relationships with Ultra-High Net Wealth (UHNW) clients, serving as their central point of contact and helping them navigate their complex financial needs.
• Develop referrals and leads from internal and external sources including centers of influence working with UHNW clients.
• Underscores each client's unique family dynamics, financial goals and philanthropic aspirations.
• Works with team of experts to develop and implement customized wealth management strategies for UHNW clients.
• Orchestrates specialists to provide holistic financial services including wealth structuring, credit facilities, banking, asset management, budgeting, insurance, charitable giving, wealth transfer, and tax services.
• Develops tailored meeting agendas and presentations with proactive, targeted advice and a relationship timeline to fulfill client goals in the short, medium and long term.
• Reviews accounts to determine the banking, investment and advisory needs of clients; anticipates and creates opportunities for enhancing the client relationships.
• Contributes to organic growth by expanding current relationships and sourcing new ones.
• Actively participates in the development of new and integrated solutions to meet UHNW client needs.
• Brings in experts, when appropriate, and closes deals. Ensures smooth delivery of new services and communicates emerging needs.
• Incorporates digital solutions and capabilities to enhance the client experience.

The ideal candidate will benefit from having the following competencies:

• In-depth knowledge of Wealth Planning, etc.
• Expertise of the UHNW wealth management industry, including competition, usually acquired through formal education and experience.
• Knowledge of investments, banking, trust and financial consulting concepts is necessary to identify cross selling opportunities.
• Skills in negotiation, leadership and sales are necessary to develop the client and prospect relationships and a partner network.
• Highly flexible and adaptable to change.
• Interprets internal/external business challenges and recommends best practices to improve products, processes or services.
• Communicates difficult concepts and cooperates with others to potentially adopt a different point of view.
• Solid, general knowledge of all personal and complex financial planning issues.
• Exceptional interpersonal, verbal, written, and presentation skills with ability to influence and negotiate.
• Demonstrated sales and business acumen.
• Proven track record of building collaborative and long-term relationships

Experience:

• 15+ years industry experience, including significant experience in relationship management, portfolio management, and/or sales specifically with UHNW clients.
• Degree or equivalent in a relevant field (Business Administration, Finance, Economics). MBA or Post-Graduate Degree preferred.
• CFP, CPA, CFA, CTFA, CFM certificate preferred.
• FINRA Series 7, 66 and Insurance licenses required for position.

Salary Range

$236,555 - 414,115 USD

Salary range is a good faith estimate of base pay.

Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

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.