Private Wealth Director

001 The Northern Trust Company; Denver (CO); Presencial; USD 206.000 - 360.000; Jornada completa

Descripción de la vacante

Northern Trust is seeking a Private Wealth Director to lead and grow key client relationships within Wealth Advisory and Private Client Advisory. You will serve as a trusted advisor coordinating across specialists to deliver holistic wealth management solutions.

Responsibilities include cultivating deep client relationships, expanding referrals, understanding family goals, and guiding customized strategies across investment, tax, estate planning, and philanthropy.

Formación

• Broad understanding of wealth management principles including investment, tax planning, estate planning, and family governance.
• Proven ability to work across multiple disciplines and synthesize complex information.
• Outstanding communication skills with ability to translate technical concepts for various audiences.
• Strong relationship management capabilities and high emotional intelligence.

Responsabilidades

• Cultivate deep, long-term relationships with clients, serving as the central point of contact and helping navigate complex financial needs.
• Develop referrals and leads from internal and external sources including centers of influence working with clients.
• Understand each client’s unique family dynamics, financial goals, and philanthropic aspirations.
• Work with team of experts to develop and implement customized Wealth Management strategies for 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.

Conocimientos

Wealth management knowledge

Relationship management

Communication skills

Emotional intelligence

Educación

Business Administration / Finance / Economics degree

MBA or similar advanced degree

Herramientas

CFP CPA CFA CTFA CFM

Descripción del empleo

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.

Private Wealth Director

Leads and cultivates client relationships for Wealth Advisory and Private Client Advisory segments. Serves as a trusted, strategic advisor and coordinator across all aspects of Wealth Management for clients. Drives organic growth through client retention and expansion and sourcing new relationships.

Responsibilities

1. 1. Cultivates and manages deep, long-term relationships with clients, serving as the central point of contact and helping navigate complex financial needs.


2. 2. Develops referrals and leads from internal and external sources including centers of influence working with clients.


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


4. 4. Works with team of experts to develop and implement customized Wealth Management strategies for clients.


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


6. 6. 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.


7. 7. Reviews accounts to determine the banking, investment and advisory needs of clients; anticipates and creates opportunities for enhancing the client relationships.


8. 8. Contributes to organic growth by expanding current relationships and sourcing new ones.


9. 9. Actively participates in the development of new and integrated solutions to meet client needs.


10. 10. Brings in experts, when appropriate, and closes the sales.


11. 11. Ensures smooth delivery of new services and communicates emerging needs.


12. 12. Incorporates digital solutions and capabilities to enhance the client experience.

Knowledge

• Broad understanding of Wealth Management principles including investment, tax planning, estate planning, and family governance


• Proven ability to work across multiple disciplines and synthesize complex information


• Outstanding communication skills with ability to translate technical concepts for various audiences


• Strong relationship management capabilities and high emotional intelligence


• Exceptional interpersonal, verbal, written, and presentation skills with ability to influence and negotiate

Experience

• Degree or equivalent in a relevant field (Business Administration, Finance, Economics)


• 10 - 15 years industry experience, including significant experience in relationship management and portfolio management


• MBA or Post-Graduate Degree preferred


• CFP, CPA, CFA, CTFA, CFM certificate preferred


• Series 7 and 63 required

Salary Range: $205,700 - 360,100 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.

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.

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), [phone] (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, 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.