Director, Family Office Solutions

Northern Trust Corp; San Francisco (CA); On-site; USD 236,555 - 414,115; Full time

Benefits offered by this job

401k and pension

Health and welfare benefits

Discretionary bonus program

Job summary

Northern Trust Corp is seeking a Director II, Family Office Solutions in San Francisco, to lead relationships with Ultra High Net Worth (UHNW) clients. The successful candidate will provide tailored wealth management strategies, navigate complex financial landscapes, and drive organic growth through client relationships. The role requires a minimum of 15 years of industry experience, strong negotiating skills, and an educational background in relevant fields. A comprehensive benefits package and a flexible work environment are offered.

Qualifications

• 15+ years industry experience, particularly with UHNW clients.
• Exceptional interpersonal, verbal, written, and presentation skills.
• Proven track record of building long-term relationships.

Responsibilities

• Leads relationships with UHNW clients, serving as their trusted advisor.
• Develops customized wealth management strategies.
• Expands current relationships and sources new clients.

Skills

Relationship management

Wealth management knowledge

Negotiation skills

Leadership skills

Sales acumen

Education

Degree in Business Administration, Finance or Economics

MBA or Post-Graduate Degree

CFP, CPA, CFA, CTFA, CFM certificate

Job description

Director II, Family Office Solutions page is loaded## Director II, Family Office Solutionslocations: San Francisco, CAtime type: Full timeposted on: Posted Todayjob requisition id: R153885**About Northern Trust:**Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 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 create financial solutions to meet their complex needs.* Cultivates and manages deep, long-term relationships with Ultra-High Net Worth (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.* Understands 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 relationshipsExperience:* 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.***Working with Us:**As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater **Reasonable accommodation**Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [e-mail] hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.Apply today and talk to us about your flexible working requirements and together we can achieve greater.