Private Wealth Director

001 The Northern Trust Company; San Diego (CA); On-site; USD 237,000 - 414,000; Full time

Benefits offered by this job

401k

Pension

Healthcare

Paid time off

Parental leave

Life insurance

Discretionary bonus

Job summary

The Northern Trust Company in California seeks a senior Wealth Manager to lead long‑term client relationships, tailor comprehensive wealth management strategies, and coordinate a team of experts across banking, investment, tax, and estate planning.

You will develop new opportunities within existing relationships, deliver proactive advice, and ensure smooth service delivery while maintaining high standards of integrity and client focus.

Qualifications

• Degree or equivalent in Business Administration, Finance, Economics.
• 10–15 years industry experience in relationship and portfolio management.
• MBA or Post-Graduate Degree preferred.
• CFP, CPA, CFA, CTFA, CFM certificate preferred.
• Series 7 and 63 required.

Responsibilities

• Cultivates and manages long-term client relationships as central contact.
• Develops referrals and leads from internal and external sources.
• Works with team of experts to develop and implement customized Wealth Management strategies.
• Reviews accounts to determine banking, investment and advisory needs.
• Contributes to organic growth by expanding current relationships and sourcing new ones.
• Incorporates digital solutions and coordinates service delivery to clients.

Skills

Relationship management

Portfolio management

Wealth management

Communication skills

Cross-disciplinary collaboration

Education

MBA or Post-Graduate Degree

CFP

CPA

CFA

Series 7 and 63

Job description

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.

1. Cultivates and manages deep, long-term relationships with clients, serving as the central point of contact and helping navigate complex financial needs.
2. Develops referrals and leads from internal and external sources including centers of influence working with clients.
3. Understands each client’s unique family dynamics, financial goals, and philanthropic aspirations.
4. Works with team of experts to develop and implement customized Wealth Management strategies for clients.
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. 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. Reviews accounts to determine the banking, investment and advisory needs of clients; anticipates and creates opportunities for enhancing the client relationships.
8. Contributes to organic growth by expanding current relationships and sourcing new ones.
9. Actively participates in the development of new and integrated solutions to meet client needs.
10. Brings in experts, when appropriate, and closes the sales.
11. Ensures smooth delivery of new services and communicates emerging needs.
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: $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.

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].

We 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. Talk to us about your flexible working requirements and together we can achieve greater. 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), [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 EOO 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.

EEO Know Your Rights (U.S.)